Direct Retirement Solutions is an independent fee based registered investment advisor and retirement plan consulting firm headquartered in Albany, New York. We currently help over 80 corporate clients, representing well over $200 million in retirement plan assets and over 6,000 participants.
Our clients are from almost every industry including large medical practices, construction companies, school districts, not-for-profit human services groups and professional practices such as accounting firms.
We are different from most other financial advisory practices:
- Retirement Plans are our singular focus
- We are completely independent and have no conflicts of interest
- We do not sell any financial or insurance products. We provide no individual wealth management.
- We manage every aspect of a retirement plan so you have one point of contact. We can often manage your existing Plan without making disruptive changes to the TPA or record keeper.