RP
Rj Pozzuto
Tax Strategy Specialist at Mchenry Advisers,
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Work Experience
Tax Strategy Specialist
Jul 2024 - Present · 6 months
Intern
May 2022 - Aug 2022 · 3 months
John Pinter Consulting
Intern
Aug 2021 - Nov 2021 · 3 months
Company Details
11-50 Employees
McHenry Advisers, Inc. provides Cash Balance Plan Design and Actuarial Services for Retirement Plan Sponsors, CPA's, Pension Professionals, and Medical Practice Management Consultants.
We design and service Cash Balance Plans that are advanced, yet practical and sustainable. We provide retirement plan service that is proactive, independent, and is clearly communicated.
Year Founded
2003
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
134 East Main Street
New Albany, Ohio 43054, US
Keywords
Cash Balance Plan DesigCash Balance Plan ServiceRetirement Plan Actuarial ServicesCash Balance Plan Managed Account ServicesAdvanced Tax StrategiesTax Free RetirementRetirement Tax Minimization Strategy
Contact Details
- Email AddressR**@mchenry-advisers.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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