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South Bay - Investment Mgmt |
Specialties: 401-K and Retirement Plans |
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Garrick PetersVice President - Merrill Lynch
Garrick Peters and The Peters-Bilikas-Peters Group team is experienced in advising on 401-k plans, defined benefit plans, profit sharing plans and other corporate retirement plans designed to help you and your employees successfully retire.
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(310)536-1623
(310)536-1647 Fax
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2301 Rosecrans Ave
El Segundo, CA 90245-4966 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
401-K and Retirement Plans |
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| Group |
SBAY |
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| Business Name |
Merrill Lynch |
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| Title |
Vice President |
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| Address |
2301 Rosecrans Ave
Suite 3150
El Segundo, CA 90245-4966
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| Work Phone |
(310)536-1623 |
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| Fax |
(310)536-1647 |
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| Web Site |
www.fa.ml.com/the_peters_bilikas_peters_group |
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| Member Since |
11/2009
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We help integrate business and personal financial needs through robust sponsor and participant support services as well as employee communication programs.
Our goal is to customize plans that encompass the long-term needs of retirement assets, with the short-term needs of other assets outside your corporate retirement plan.
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We are committed to educating plan sponsors on understanding their responsibilities as well as educating employees on their investment options. As an essential partner in achieving a plan’s objectives, we work with top providers for mutual funds, recordkeeping, trust services, support services and employee education programs.
Our commitment is to assist you to select the appropriate plan for retirement, consult on your plan features and investment options and create an Investment Policy Statement. We will participate in the enrollment process, conduct periodic reviews of your plan as it matures or changes, and continually evaluate investment choices relative to their industry benchmarks.
As a resource to our business clients, The Peters Group partners with you and your trusted advisors. We will work closely with your tax and legal advisors to help create a Total Merrill experience.
When you’re ready to sell your business, we can help you take that step as well. We can assist you in succession planning leading up to the sale, and help you utilize tax-efficient strategies for transferring ownership to key employees or family members.
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Small to medium size business owners. Revenues of $3-100 million.
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Industry agnostic. We have clients in Aerospace, Apparel, Finance, Consulting, Manufacturing, Real Estate, Advertising, Medical Device, Health Care, Pharmacy, Entertainment, Sporting Goods, Energy, Military and Defense,Nutrition,Cargo Repair, Technology, Property Management, Hotel & Lodging,Advertising, Education, Restaurant, & Auto Industries
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Information Not Available
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| Graduate Degrees |
C.F.P., Certified Financial Planner
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| College Degrees |
B.A. Psychology U.C.L.A
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| Organizations |
Bruin Professionals, UCLA Alumni, Chadwick Alumni Network
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