401(k) Plans for Business Team
Annex Wealth Management’s Retirement Plan Services Team provides comprehensive care to those serving in the challenging role of ERISA fiduciary. We will work beside you to provide 401(k) investment guidance to your entire staff.
Tom Parks, AIF®, CRPS®
Director of Retirement Plan Services
Andy Szymczak
Retirement Plan Specialist
Martha Kuhn
401(k) Relationship Manager
Jimmy Schaeve, AIF®, CRPS®
401(k) Relationship Manager
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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