Attention: Please be advised that Strategic Benefit Services has begun to reopen its offices in conjunction with New York Phase II Guidelines. The offices are open Monday-Thursday at 50% capacity. Employees continue to work remotely and are available by phone. Should you require service on your account, please call your Retirement Plan Service Provider or Mutual Fund Custodian directly. If you do not know who your Service Provider or Custodian is, please call 800-388-1963 and a representative will guide you to the appropriate party.

Meet Our Advisors

  • James J. Kelley
  • William Desormeau
  • Peter Margiotta
  • Avon Scherff
  • Wes Price

How do we differ from other plan advisors?

We're independent. We are not encumbered by the conflicts of interest that many brokers face due to their ownership structure. Many are challenged by the directives of their corporate hierarchy, and others by their compensation arrangements.

We're in the business of protecting our clients. We navigate the complexity of retirement and employee benefits, and keep you from enduring corporate administrative challenges.

We love what we do. That's why we've been doing this for so long. We're unbiased advisors that accept responsibility for our work. We're experts in regulatory compliance, plan administration, vendor oversight, and education and communication.