Bob Judd
Managing Partner at Enhanced Retirement Solutions | Rochester, New York, United States
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As the Managing Partner at Enhanced Retirement Solutions, Bob Judd leverages his extensive experience in the financial services industry to provide exceptional fiduciary consulting and retirement plan management. With a robust background in business planning and retirement strategies, Bob is dedicated to helping company retirement plan sponsors navigate the complexities of compliance with ERISA and Department of Labor regulations. His expertise in retirement planning and investment advisory allows him to craft tailored solutions that not only mitigate fiduciary risk but also enhance the overall efficacy of retirement plans.
Currently, Bob is spearheading several key projects aimed at optimizing retirement plan performance for clients. He focuses on reducing the potential for personal liability among plan sponsors by implementing best practices in fiduciary governance. Additionally, Bob is committed to protecting clients from over-payment of fees and commissions, ensuring that every dollar invested contributes to the long-term financial health of their employees. His strategic financial planning approach integrates comprehensive investment strategies, including 401(k) and pension plan management, to align with the unique goals of each organization.
Bob's strong business development acumen, combined with his educational background in psychology from the State University of New York, allows him to understand the nuanced needs of clients and their employees. This holistic approach not only fosters trust but also drives successful outcomes in retirement planning. As a thought leader in the industry, Bob continues to advocate for best practices in fiduciary responsibility, making him a valuable resource for organizations looking to enhance their retirement offerings.
Managing Partner at Enhanced Retirement Solutions in October 2011 to Present
Managing Partner at Beltz Ianni & Associates in October 2011 to Present
President at EPIC Advisors, Inc. in January 2005 to April 2011
Principal at EPIC Advisors, Inc. in January 2000 to January 2005
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Retirement Income Strategies
Retirement Plan Consulting
Retirement Plans
Retirement Planning
Retirement
401k
Employee Benefits
Investments
Strategic Planning
Business Planning
Small Business
Strategic Financial Planning
Financial Analysis
Mutual Funds
Financial Advisory
Investment Advisory
Pensions
Asset Allocation
Leadership
Management
ERISA
FINRA
Series 6
Relationship Management
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Discover more about Enhanced Retirement SolutionsWhat is Bob Judd email address?
Email Bob Judd at [email protected] and [email protected]. This email is the most updated Bob Judd email found in 2026.
What is Bob Judd phone number?
Bob Judd phone number is +13317258151 and +19788280007.
How to contact Bob Judd?
To contact Bob Judd send an email to [email protected] or [email protected]. If you want to call Bob Judd try calling on +13317258151 and +19788280007.
What company does Bob Judd work for?
Bob Judd works for Enhanced Retirement Solutions
What is Bob Judd's role at Enhanced Retirement Solutions?
Bob Judd is Managing Partner
What industry does Bob Judd work in?
Bob Judd works in the Financial Services industry.
Bob Judd Email Addresses
Bob Judd Phone Numbers
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