Company Overview
BRE Financial works with plan fiduciaries and their designees with regards to their company’s retirement plan so they can make informed fiduciary decisions without having to learn a second career. That way the plan fiduciaries can focus their attention on their core strength, namely running their business. We strive to instill confidence in the owner that he or she is exceeding requirements demanded by ERISA, and to energize both the owner and the employees with the knowledge that their plan is the best that it can be.The Partners
Joe Gagliardi and Bill Shank have over 30 years combined experience in the financial field. Joe and Bill’s combined accounting and business experience gives them first hand knowledge of the needs of businesses in today’s world.Fiduciary Responsibility
