C & C LOMBARDO ENTERPRISES, INC. PROFIT SHARING PLAN

  • Address: 5114 E FELLARS DR,SCOTTSDALE,AZ
  • Contact person: CHRISTOPHER LOMBARDO
  • Phone: (916) 342-1111

C & C LOMBARDO ENTERPRISES, INC. PROFIT SHARING PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

At the end of 2022, the total number of retirement plan participants in C & C LOMBARDO ENTERPRISES, INC. PROFIT SHARING PLAN is 2

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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

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