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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

Office Addresses:

14 Plaza Drive Suite 102 Latham, NY 12110

Office Contact:

(Main) 518-362-2119

(Fax) 518-207-9041

Let’s take your next financial step together!

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

At HUB Retirement and Private Wealth, we are an independent, fee-based firm specializing in two areas: prevailing wage solutions and fiduciary services. We specialize in bona fide benefit plan services to merit shop (non-union) construction companies subject to the Davis-Bacon Act or state prevailing regulations. Our team brings together more than a century of combined professional experience in developing fringe benefit plans and providing retirement plan guidance to benefit your organization and your employees. Where you see obligation, we see opportunity.

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.

Financial Consultants

Client Support

Kitty Kilmer

Kitty (Catherine) Kilmer

Chief Operating Officer

Upcoming Events

Take a look at upcoming events hosted by our firm.

Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

Office Information

Hours of Operation:

Mon – Thurs: 8:00 AM – 5:00 PM

Fri: 8:30 AM – 2:00 PM

Office Addresses:

201 South Lake Avenue Suite 507 Pasadena, CA 91101

Office Contact:

(Main) 626-389-3291

(Fax) 518-207-9041

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.