Forest Hills Financial Group and Creative Plan Designs, Ltd. have formed a partnership.
Forest Hills Pension Services has partnered with Creative Plan Designs, LTD (CPD) to service its pension and retirement plan clients going forward. Susan Connors, of FH Pensions services is now working at CPD’s East Meadow Office to ensure continuity of service, and she will continue to handle their cases. With Susan at CPD the servicing will be seamless.
Forest Hills Financial Group (FHFG) is an independent financial services leader, providing customized insurance and financial plans and suitable investment solutions to individuals, families, and business owners since 1980. It operates in Manhattan, Forest Hills and Melville, NY, and 22 detached offices. FHFG is passionate about being your trusted advisor to help you achieve your family’s goal.
Creative Plan Designs, Ltd is a CEFEX certified actuarial consulting and third-party administration firm for retirement plans. CPD has helped businesses administer their retirement plans for more than 40 years and they currently have clients in 29 states and 9 countries. The firm comprises thirty professionals, and all retirement plan consultants and actuaries are highly accredited.
For more information about the Forest Hills Financial Group contact Nat Perlmutter at NPerlmutter@fhfg.com.
For information about CPD and retirement plan designs and administration call Rachelle Neuwirth at 516-240-3275 or email her at firstname.lastname@example.org.