Bob Smallwood
Shareholder at Beard Pension Services
Bob Smallwood's Professional Contact Details
Email (Verified)
****
HQ
(330) 758-0575
Location
Youngstown, Ohio, US
Company
Beard Pension Services
Person Seniority
entry
Bob Smallwood's Current Company Details
Beard Pension Services, Inc., founded in 1981, is a full service retirement plan, investment and consulting firm located in Youngstown, Ohio. We work closely with small business owners to design, main...
Beard Pension Services, Inc., founded in 1981, is a full service retirement plan, investment and consulting firm located in Youngstown, Ohio. We work closely with small business owners to design, maintain, and administer qualified pension plans such as Profit Sharing, 401(k), Defined Benefit, 403(b) and other types of plans. We employ a team of professionals, working to give you superior retirement plan management from a single office. Our professionals combine diverse areas of expertise — employee benefits, investments, legal issues, tax law, financial and estate planning, and technology — to provide the best service possible. Through Beard Financial Services, Inc., we manage over 400 plans and over $500 million for small to medium-sized employers in Eastern Ohio and Western Pennsylvania.
Founded Year
1981
Organization Website
beardpensionservices.com
qualified plan design administration
investment advice
personal financial planning
qualified plan design amp administration
finance
Bob Smallwood's Work History and Education
Beard Pension Services
Shareholder
2004 - Present
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