Retirement Planning Services You Can Trust

Recchia Pension Advisory^sm is an extension of Cambridge Wealth Management, a provider of investment advisory services. Recchia Pension Advisory^sm evolved when Cambridge President Peter Recchia saw an opportunity to expand the company’s client services. Thus Recchia Pension Advisory^sm emerged to serve the growing base of group retirement plan sponsors.

Recchia Pension Advisory^sm also maintains a relationship with Leonard & Company, a Certified Public Accounting firm. This enables the pension advisory to apply a well-developed knowledge and skill set in accounting, taxes, estate planning, insurance, investments and retirement planning. Recchia Pension Advisory^sm sees the big picture and understands how all the individual pieces relate to one another in developing effective pension plans that demonstrate the value you place on your employees.

Our business style is to ask questions and listen attentively. The main objective of our initial meetings is to identify your desired outcome and discuss possibilities for best achieving those goals. Senior professionals then apply their extensive business experience to create retirement solutions that fit your individual company needs.

We treat clients, regardless of size, with respect while providing the high level of service and performance that not only maintains their loyalty but also encourages them to refer us to others.