Riverside Investments

Riverside Investments is a financial planner in Bristol, CT. The practice works with retirement plan decision makers, including owners, presidents, CFOs, CEOs, heads of HR, and office managers, as well as the employees participating in those plans. Riverside Investments offers consulting on plan design, helps resolve compliance testing issues, addresses low enrollment and low employee engagement, develops creative tax-deferral strategies, and reviews whether a plan's recordkeeping platform needs modernization. The firm also assists with assumption of 3(21) and 3(38) fiduciary coverage, second opinions and fee benchmarking, formalizing advisor processes, employee education, enrollment assistance, and the consolidation of old retirement accounts into a current plan. Through a wealth management team, clients can access comprehensive financial planning, life insurance, and disability insurance. Riverside Investments holds a rating of 4.00 based on 1 review.

Riverside Retirement Advisors, LLC operates as an independent practice focused on improving retirement outcomes for clients' employees. The team includes Cy T. Hess, CFA, founding partner and financial professional, and Robert C. Batick, Jr., AIF, retirement plan advisor. Jenny Hess leads retirement operations and client service, drawing on more than ten years in marketing and account management within the pharmaceutical and healthcare industries before joining the financial services industry in 2015. She holds a Bachelor of Science from the University of Connecticut School of Business and an MBA from Marist College. Adam Seifert, a retirement plan advisor, has spent the last ten years in the retirement industry working with employers, participants, and plan administrators, and is knowledgeable in DOL and ERISA regulations, mutual fund selection and analysis, participant education, compliance testing, third party relationships, plan design, and cost-effective solutions. Thomas O. Barnes, Jr., senior advisor, founded Riverside Investment Services, LLC in 2006 after beginning his career as a financial advisor in 1999, and creates customized investment portfolios for his clients. Tom is a Bristol native.

The office sits on Main Street in Bristol, near South Street, with School Street and Memorial Boulevard within roughly a quarter mile, and Imagine Nation Children's Museum about 0.2 miles away. The South End Historic District is also nearby.