Meet our team
Who we are and why we have a burning passion to serve those who serve us.
Our story
At The 457 Plan Service Group, we have been dedicated to supporting New York municipal employees in securing their financial futures for over 35 years. As pioneers in the field, we played a pivotal role in establishing 457 retirement plans for many New York municipalities in the late 1980s and early 1990s.
Today, we continue to uphold our commitment to delivering exceptional service and personalized guidance to public employees across the state.
Whether you are just beginning your career or planning for retirement, we are committed to being your trusted partner, helping you make informed decisions that will positively impact your financial future. Join the thousands of New York municipal employees who have trusted The 457 Plan Service Group to guide them towards a secure and fulfilling retirement.
Our mission
Our mission is to empower municipal employees:
- Firefighters
- Police officers
- Teachers
- All other municipal employees
By providing comprehensive financial planning, tailored education, and ongoing support that extends beyond retirement.
We understand the unique financial challenges faced by those in public service, and we are here to help you navigate your options, optimize your savings, and achieve your financial goals.
What sets us apart is our unwavering dedication to the communities we serve. We don’t just manage retirement plans; we build lasting relationships with our clients, offering expert guidance and support through every stage of their careers and into retirement.