CONNECT

Address:

CONNECTICUT OFFICE:

1275 Post Rd., Suite A-17
Fairfield, CT 06824

Office phone: 877-250-9957

David B. Cole, President, Managing Partner -  cell: 203-814-9997

Brian K. Potok, CFA, Managing Partner -  cell: 203-448-9398

Office FAX: 877-250-2293


Dave@RetirementIncomeResources.com

Brian@RetirementIncomeResources.com

Phone:

The Value of Independence

 

Retirement Income Resources, LLC is a completely independent financial services firm owned by our principal advisors.  Our loyalty belongs exclusively to our clients. We recommend strategies, services and solutions for our clients' needs - not those of an investment company or third-party service provider. We have the freedom to use a broad universe of investment solutions without the constraints which could result from a proprietary relationship with a single mutual fund provider or insurance company.

Access to resources and solutions without bias is critical to providing sound information to our corporate plan sponsor and private wealth clients.  We are not subject to quotas or directives which can create a conflict of interest. In an industry experiencing rapid change, we are confident our independence, coupled with a broad perspective, is in our clients' best interest for effective, confident decision-making.

Our independence is reinforced by our affiliation with Voya Financial Advisors, a globally recognized broker/dealer. Voya Financial Advisors provides comprehensive business resources and tools to independent financial advisors. Retirement Income Resources, LLC also has valuable affiliations with many of the leading plan advisor professionals in the country which allows the firm the opportunity to work with national employers needing local support services for their employees.