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Taglich Brothers is pleased to provide a free 9-month
401(k) Investment Review to all our research companies and corporate
clients. This review has been designed to assess the diversity and
performance of the investments within your plan. The review is free and
is being performed independent of your current provider.
To participate, please e-mail or fax a copy of your
latest Plan Level Investment Valuation and we will send you a report of
our findings as soon as possible.
Phone: 1-212-661-6886 Ext 313
Fax: 1-212-265-4744
If you are a company that does not currently have a
relationship with Taglich Brothers and would like to participate in this
service, please fill out where indicated below and a representative will
contact you shortly.
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