ALDA Advisors, Inc
Bear Pelland Associates
ALDA Advisors, Inc. and Bear Pelland Associates are excited to announce that we have recently acquired Consolidated Benefits Agency, Inc. The combined company will provide greater access to more specialized resources in one place than ever before.
ALDA Advisors, Inc. has offered Personal Financial Planning and Retirement Plan Consulting with experience, expertise, and ingenuity for over 44 years.
Bear Pelland Associates specializes in the support of small business through employee benefits consulting and brokerage.
Consolidated Benefits Agency, Inc. is just that – a consolidated full service broker since 1975 offering a very similar model to that of ALDA Advisors Inc. / Bear Pelland Associates.
By acquiring CBA we are able to expand our ability to offer you a coordinated strategy for a carefully designed employee benefits package, a retirement plan, or personal financial plan under one roof.
We will continue to provide you with the same quality service you’ve come to expect. What’s more, we will now have access to an even more robust lineup of tools and team of specialists to support your needs. Everyone will eventually begin operating under our name.
In addition, we will be moving to a new centrally located office at 4085 Embassy Parkway, Akron, OH 44333 effective June 1, 2015! This office will enable us to provide even better service.
If you have any questions at all, please don’t hesitate to call us. We would love to talk to you personally. You may contact David at 330.836.3300.
As always, we value our relationship and are grateful for your trust. We enjoy serving you as we help you prepare for and protect your future. In the interim, Continued Success!