The Financial Services Group

Our Financial Services Group is managed by:

Mike Sallus, APR - 20 year Insurance and Pension Industry veteran and a public relations industry leader.

Dick Pirozzolo, APR - Advocate for ERISA reform during the Reagan Administration and author of numerous articles appearing in Barron's, Research, and Pension World.


We Have Served:
Wilmington Trust Company, Atlantic Financial, Inc., Trust Universe Comparison Service (TUCS), a consortium of 40 custodial banks, Batterymarch/Agrivest, Connecticut Mutual's Group Pension Division, Property Capital Trust, and Atlantic Financial, Inc.

Our expertise includes 401(k) Plans, Defined Benefit Plans, asset allocation, pension plan termination, ERISA reform, emerging markets, performance evaluation, and REITS.

We've arranged coverage by P&I, Institutional Investor, Pension World, Money Management Letter, Forbes, The Wall Street Journal, Business Week, Research, Trusts & Estates, Mortgage Banker, CNN, CNBC, and National Public Radio.

 

Useful Links for our Clients & Colleagues


PO Box 812-909    ~    Wellesley, MA  02482    ~    tel 781-235-9911    ~    fax 781-235-9898    ~    info@pirozzolo.com