Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Rochester, NY • beltz-ianni.com
Pleasanton, CA • baybridgecg.com
BayBridge Capital Group, LLC
Beltz Ianni & Associates
Key Contact(s)
Key Contact(s)
Eugene Gurevich 925.621.7597 • egurevich@baybridgecg.com Crystal Gurevich 925.230.2773 • cgurevich@baybridgecg.com Brandi Bullock 910.988.6047 • bbullock@baybridgecg.com
Firm Profile
Firm Profile Established in 2016, BayBridge Capital Group is a Registered Independent Advisor (RIA) committed to delivering objective and independent financial solutions. We prioritize exceptional client service and uphold the fiduciary standard. Our expertise spans across Corporate Retirement, Employee Benefits Planning, and Private Wealth Management. Our mission is to empower clients to make informed financial decisions, achieve their goals, and secure their financial future. We embrace a holistic approach to financial planning by offering personalized, tailor-made solutions uniquely crafted to meet the needs and circumstances of each individual client.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Michelle Cannan 585.340.5213 • michelle.cannan@beltz-ianni.com Bob Newton 585.340.5217 • bob.newton@beltz-ianni.com Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates has been engaged for many years in delivering fiduciary guidance and advisory services to employers on their retirement plans and supporting participants in working toward positive retirement outcomes. Our services include fee benchmarking; recordkeeping provider search and analysis; investment analysis, recommendation and monitoring; retirement plan committee support; plan design assistance; participant education and oneon-one guidance. Visit www.beltz-ianni.com for more information. Securities and advisory services provided through LPL Financial, a registered investment advisor, Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org). Beltz Ianni & Associates and LPL Financial are separate entities.
Primary Market(s) Served Small: $1-$10 million, Mid: $10-$100 million
Options Available • 3rd Party Vendor Analysis Tool
Options Available
• Other Tools
• Preferred Provider Program
• Benchmarking Tools
• Retirement Sales Desk Representative
• Participant Advice/Participant Services
• 3rd Party Vendor Analysis Tool
• Allows Fiduciary Declaration 3(21)/3(38)
• Other Tools
• Plan Sponsor Fiduciary Training
• Benchmarking Tools
• Stable Value Analysis
• Participant Advice/Participant Services • CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38)
Home Office Employees Supporting the Business 10
• Plan Sponsor Fiduciary Training
Home Office Employees Supporting the Business 8
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