Barclay Planning Group, LLC
345 Diversion Street, Rochester, MI 48307
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Barclay Planning Group, LLC is a finance institution located at 345 Diversion Street in Rochester, Michigan, United States. With over 20 years of experience, they specialize in customized plan design and approach to meet specific needs and goals of plan sponsors. They offer retirement plan management and compliance solutions, including day-to-day plan operations, oversight of IRS and DOL regulations, and tailored plan provisions. Detailed reporting, 5500 preparation, participant assistance, and correction program solutions are also provided. Barclay Planning Group partners with advisors to offer assistance with plan design, vendor selection, client meetings, and more. They also offer services through their sister company, Croskey Lanni, which specializes in servicing various industries. Since 1995, Barclay Planning Group has been providing pension administration services, plan design, record keeping, plan termination, and consulting on retirement-related issues.
Reviews
"Very helpful with plan, thank you Michelle M.!"
"This company is a joke...... Can't even do their jobs....... Been waiting almost 2 months an still waiting....... For my money...... They have no problem at all taking your money but when they owe u ........ Smmfh...... NEVER AGAIN...."
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