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1275 Post Road Suite A 17 | Fairfield, CT | 06824

About Us

Retirement Income Resources, LLC is an independent, privately owned financial services firm.  Our strength lies in the unique backgrounds and significant financial services experience of our team as well as the support we have earned from our strategic institutional partnerships.  

Advising Team

David B. Cole

President & Managing Partner

(203) 814-9997

(877) 250-2293

[email protected]

David Cole has worked in the employee benefits, wealth management and qualified plan consultation business his entire career of more than 35 years. He founded Retirement Income Resources, LLC to address what he believed was a shortfall...

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Brian K. Potok, CFA

Managing Partner and Financial Advisor

(203) 448-9398

(877) 250-2293

[email protected]

Brian Potok has spent his 20-year career in the financial services industry supporting and advising corporations, businesses, and their employees with investment management solutions. He is a holder of the right to use the Chartered...

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Mark G. Willis

Vice President & Financial Advisor

(860) 214-3890

Mark has worked in the employee benefits and investment management business for more than 35 years. Most recently he served as Vice President, Eastern Region, for ING Investment Management. He holds several advanced industry...

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Few people are able to successfully prepare for financial independence during the last third of their lives without professional guidance. We offer such assistance with the goal of better outcomes regardless of income level or job status. We hope you take advantage of the resources provided through our website and encourage you to visit us often.