Workplace Services

Employees also want specific advice from an unbiased adviser they can trust.  They want a professional to be available at their workplace to help them make smart financial decisions so they can concentrate on doing the best job they can. They don’t want to be sold a product and they don’t want to pay expensive advisory fees. We offer both educational seminars and individual counseling tailored to your organization.


✓ Un-biased, un-conflicted advice - no product pitch - ever

✓ Advice on more than just the pension plan

✓ On-site -  easily accessible and face-to-face!

✓ Specific, consumer-oriented recommendations

✓ Integrated employee education program

✓ Investment recommendations tailored to your overall benefit plan

✓ Better utilization of all of the entire employee benefit package

✓ No liability for investment advice

© PennyTree Advisers, LLC 2018