Riverside Investments

Riverside Investments is a financial planner in Bristol, Connecticut, specializing in retirement planning and employee benefits for employers and their staff. The firm, operating as Riverside Retirement Advisors, LLC, serves business decision makers and individual employees across the region, offering services such as plan design, fiduciary coverage under 3(21) and 3(38), fee benchmarking, enrollment assistance, and participant education. With a focus on improving retirement outcomes, the firm supports 401(k) and 403(b) plans through dedicated client service and strategic financial guidance. The team includes certified professionals with extensive experience in retirement plan consulting, investment management, and employee benefits. The firm holds a 4.00 rating based on one verified review, reflecting its commitment to client service and expertise.

The firm’s approach centers on building long-term relationships with both employers and employees, emphasizing transparency, compliance, and education. Founding partner Cy T. Hess, a CFA® charterholder, leads the firm alongside Robert C. Batick, Jr., an AIF®-certified retirement plan advisor, and Adam Seifert, a retirement plan consultant with deep knowledge of ERISA and mutual fund analysis. Jenny Hess brings over a decade of experience in healthcare and marketing to her role in client operations, leveraging her background in employee benefits to streamline plan enrollment and account rollovers. Thomas O. Barnes, Jr., a Bristol native, founded the firm’s predecessor in 2006 and continues to provide personalized investment strategies for individual clients. The team works through independent advisory platforms, ensuring clients receive tailored, fiduciary-grade guidance.

Located at 10 Main St in Bristol, the firm sits just a short drive from key local roads and landmarks, including South Street, School Street, Memorial Boulevard, and Main Street, all within a quarter-mile radius. It is also situated near the South End Historic District and the Imagine Nation Children's Museum, both approximately 0.2 miles away, placing it in a central, accessible part of the city’s commercial corridor.

Riverside Investments stands out for its well-documented business information and a website optimized for clarity and search engine readability, ensuring clients can easily access team details, services, and resources. The firm’s consistent presence across platforms and detailed professional disclosures reflect its dedication to transparency and trust. With a strong foundation in retirement plan consulting and a team rooted in the community, Riverside Investments is a trusted partner for businesses and individuals in Bristol and surrounding areas seeking reliable, personalized financial planning.