Beltz Ianni & Associates, is pleased to be affiliated with the following professional organizations.
Our affiliations provide us with the opportunity to network, exchange ideas, and further our industry knowledge so that the quality of what we provide to our clients is enhanced.
Affiliations
- American Society of Pension Professionals and Actuaries
- National Association of Plan Advisors
- CFA Institute
- Estate Planning Council of Rochester
- Million Dollar Round Table
- National Association of Insurance and Financial Advisors
- Society of Financial Service Professionals
- Society for Human Resource Management
The organizations referenced are not affiliated with LPL Financial.
