Riverside Investments

Riverside Investments is a Financial Planner in Bristol, CT, located at 10 Main St. The firm provides financial planning and retirement plan consulting services for employers and employees. Specific offerings include 401k and 403b plan management, compliance testing, mutual fund selection, participant education, and plan design. The team assists with account rollovers, plan enrollment, and fee benchmarking. The business holds a 4.00 rating based on 1 customer review.

The firm operates as an independent practice focused on improving retirement outcomes for clients’ employees. Jenny utilizes her background in employee benefits to service 401k and 403b clients, serving as a day-to-day contact for plan decision makers and assisting participants with account rollovers and enrollment. She holds a Bachelor of Science from the University of Connecticut School of Business and a Master of Business Administration from Marist College. Adam serves as a retirement plan consultant with over ten years of experience, bringing knowledge of DOL/ERISA regulations, compliance testing, and cost-effective solutions. Tom founded Riverside Investment Services, LLC in 2006 after beginning his career as a financial advisor in 1999. He creates customized investment portfolios and has served as City Treasurer of Bristol and Chairman of the City of Bristol Retirement Board. Jill supports the wealth management team, having begun her career in financial services in 1993. Jon provides compliance experience and holds Series 7, 24, 53, 63, and 65 licenses. Maggie manages client advisory agreements and back-office processing.

The firm is known for its positive rating from customers who have reviewed it.

Riverside Investments brings its financial planning expertise to Bristol, CT.

Riverside Investments sits on Main St, just a fraction of a mile from School Street and Memorial Boulevard. The location is near the South End Historic District and the Imagine Nation Children's Museum.

BizScoreAI gives Riverside Investments a Technical score of 83 out of 100. This strong result means the website is technically sound and secure, allowing search engines to read it without errors. The firm also holds an Authority score of 75 out of 100. This solid rating shows who is behind the business, which acts as a trust signal for AI assistants and search engines when deciding whom to recommend.