OneDigital - Red Bank

EST. AUM
$900,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website onedigital.com
Client types

Overview

Cafaro Greenleaf is an award-winning leader recognized as a pioneer in the retirement plan industry. The firm's exclusive focus on corporate plans and public pensions distinguishes it from other investment advisors. Over the years, Cafaro Greenleaf has guided clients through the complexities of managing and administering cost-effective and legally compliant plans for their employees. The firm has also contributed to the industry by participating in the congressional legislative process, leading industry forums, and developing innovative proprietary solutions aimed at helping employees achieve their financial goals. The management team and senior advisors possess extensive experience in the retirement plan field, working closely with clients to manage plan costs, maximize investment performance, ensure regulatory compliance, and educate participating employees.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

OneDigital - Red Bank

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company