We understand your group retirement plan is an ESSENTIALemployee benefit.
We will guide you toward solutions you can be proud of.
Areas of Specialization
Want-To-Buy
Corporate Retirement Plans
Frozen Pension Solutions
401k
403b
Simple IRA
Employee Enrollment Meetings
Brokerage Accounts
Retirement Strategies
Business Planning
Asset Management
Investments
Registered Investment Advisory Representatives of Bluechip Financial Advisors (BCFA) offer advisory services through BCFA. They may also offer other products and services (i.e. accounting, insurance, employee benefits, etc) that are independent of BCFA services. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment Advisory Services offered through BCFA. BCFA is not a subsidiary or affliate of Triad Advisors, LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC. or Fidelity Brokerage Services LLC. Members NYSE, SIPC
Unique Features
Below are some features unique to WD Retirement Services that might interest you!
WDA offers a wealth of time-saving HR tools, guides, and educational resources: print-ready employee flyers featuring health, safety and wellness topics, legislative information and communication as well as other HR administration tools.
Below is a sampling of the types of resources WDA clients gain access to.
Our goal at WDA is to listen and solve your problems. We have a staff second to none; very talented and dedicated people who share our common theme to help solve your problems. They are very passionate and empathetic to your needs. I encourage and welcome you to chat with one of our terrific WDA team members! I'm confident that the team and solutions available to you here at WDA will leave you feeling as confident in them as I do.
William Delmage
- President | CEO | Founder - WD & Associates, Inc.
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