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Nick Gizzarelli

Phone 888-925-0292
Direct Number 925-494-3555
Fax 925-494-3550

Nick Gizzarelli
Oriole Advisors, LLC
1320 Willow Pass Road Ste 600
Concord, CA 94520

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Nick Gizzarelli

Oriole Advisors, LLC
Chapter: Contra Costa Business Referral Network

Financial, Financial Services

My BusinessWe work with small- to mid-sized businesses to establish and administer customized retirement plan solutions, including 401(k), safe harbor, profit sharing, and other defined contribution plans.

Ideal ReferralBusinesses with 5-75 employees looking to establish new retirement plan. Businesses with existing high-cost retirement plans looking to reduce total plan costs. Any business with a retirement plan sold by their payroll company or a broker.

Top ProductSolo 401(k) Plan, Custom 401(k) Plan, Employee Financial Wellness Workshops

Top Problem SolvedI help increase employee retention, boost benefits package, and reduce costs within existing retirement plans

My Ideal Referral PartnerCPA, benefits broker, or business coach.