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1373 Veterans Hwy., Suite 10, Hauppauge, NY 11788
818-276-4657
1373 Veterans Hwy., Suite 10, Hauppauge, NY 11788 818-276-4657
Offset your liability and responsibility to an investment fiduciary who specializes in corporate retirement plans.
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Advisors Inc.
CFM Advisors, Inc. has been providing nearly three decades of qualified plan investment experience. CFM Advisors, Inc, is an SEC Registered Investment Advisory firm dedicated to providing high quality, independent, unbiased service since 1996.
CFM Advisors, Inc. is a national service provider primarily focusing on corporate and personal investment plan advisory services with the objective of maximizing plan portfolio performance while minimizing plan portfolio risk.
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain actions and involve specific responsibilities.
To meet their responsibilities as plan sponsors, employers need to understand some basic rules, specifically the Employee Retirement Income Security Act (ERISA). ERISA sets standards of conduct for those who manage an employee benefit plan and its assets (called fiduciaries).
Connect with usWhen our Chairman Emeritus, Lou Russo, founded CFM Advisors Inc., he established a set of core values that have guided CFM Advisors Inc. to its position as the premiere specialist, benefits plan consulting and plan administration group in New York. The Core Values of CFM Advisors Inc. are not mere words in a corporate presentation. Together, they constitute the CFM philosophy that we are trained in, immersed in, and live by. Our Core Values help your company maximize plan benefits while minimizing plan costs.
Founded by our visionary Chairman Emeritus, Lou Russo, CFM Advisors Inc. stands as a beacon of excellence in the retirement plan industry. From the outset, Lou instilled core values that have been the compass guiding us to our position as a premier fiduciary services provider.
At CFM Advisors Inc., our Core Values aren't just words on a corporate page—they encapsulate our philosophy, woven into the fabric of our training, immersed in our daily operations. They serve as the backbone of our commitment to taking on fiduciary responsibility for our clients and partners. Our mission is clear: to relieve them of the burden of managing their retirement plans, allowing them to focus wholeheartedly on running their businesses.
By embracing these values, we empower your company to maximize plan benefits while minimizing costs. At CFM Advisors Inc., our dedication goes beyond service—it's a pledge to help you thrive.
It is our duty to put our client’s interests ahead of our own – always.
Good plan design determines the long-term success of the program.
When coupled with stringent ongoing administration, good plan design insures full accountability.
A team approach transcends individuals and ensures seamless continuity over the decades.
Talk is talk. Words are words. Performance is reality.
Promise only that which we can deliver, then deliver everything that was promised and more.
We must always be prepared to operate with complicated, ever-changing laws and circumstances.
All the qualifications in the world are worthless without practical experience.
The quality of commitment is rare. Be 110% committed
Any goal can be met if you are prepared to “sweat” the details.
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