Walsh Duffield partners with national firm

Anne Saunders//April 5, 2017//

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Walsh Duffield is partnering with Strategic Retirement Partners, a national retirement plan consulting firm, to offer clients more options in terms of retirement plans.

Christopher Kempton and Lisa Petronio have led the retirement plan consulting business for Walsh Duffield and will be focused on growing the practice in collaboration with SRP. Walsh Duffield will remain an independently-owned insurance agency, with offices in Buffalo, Rochester, Avon and Medina,

“We are excited to bring national retirement consulting resources to Western New York,” said Petronio. “This collaboration will allow us to better serve our local plan fiduciaries and drive better outcomes for retirement plan participants.”

By partnering with Walsh Duffield, SRP establishes its 14th location nationally. The company says it offers specialists in virtually every type of retirement plan, including 401(k), 403(b), defined benefit pensions, ESOP, 457, Taft-Hartley and non-qualified deferred compensation plans.

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