Testimonials

At Cafaro Greenleaf, we take pride in our work. If we satisfy our clients it means that we are doing our job right. After all, we are in the business of helping people. Please take a look at some comments from people we have helped.

Clients

Defined Contribution 401k Plan / Approx. Total Plan Assets: $35 Million

I have been especially pleased with the advice and counsel provided by Cafaro Greenleaf. Our investment committee meets at least once a year, and the independent assessment of fund performance is enlightening and certainly the unbiased input could not be provided by our plan administrator. We receive excellent suggestions and input on plan design changes as well as current regulatory changes which impact our plan. We are also able to have any internal communications reviewed by an industry expert to make certain that our communications are accurate and provide the latest information to our employees. I have personally found the independent assessment of our plan to be invaluable. Cafaro Greenleaf has become a trusted resource to guide us through the maze of regulations impacting 401(k) plans. (8/08)

-John E. Warren, III, VP
Worldwide Human Resources &
Corporate Services

Pension Plan and 401k Plans / Approx. Total Plan Assets: $215 Million

It was terrific working with you through this process.  Your expertise and insight was invaluable!

– Laurie (2007)

As I told the Pension and Benefit committee, you are the best consultant I have ever worked with!  You truly added value to the process, a lot of value.  If you ever expand into other areas (say bank accounts), let me know, I would love to work with you again.

– Brenda (2007)

Defined Benefit and 401k Plans / Approx. Total Plan Assets: $1.57 Billion

I have to give you credit for helping me figure out what I wanted to do.  I learned so much working with you and was always impressed by your depth of knowledge.  I truly admire your leadership style and your demeanor.  Thank you for what you have provided me. Best wishes to you. 

- Aida (2007)

Vendor Partners

In a marketplace filled with salesmen, the professionals at Cafaro-Greenleaf break that mold. Over the years, I have found them to be very client driven and truly an advocate for their clients. By focusing on the retirement plan market, they bring a level of knowledge and experience which few others can match.

John Pallotta III, Director of Sales
Principal Financial Group
Phone: 973.299.9111, ext. 3007

Diversified Investment Advisors partnership with Cafaro Greenleaf over the years has greatly enhanced our ability to provide plan sponsors and their participants discerning expertise, innovative solutions, and exceptional service.    Diligent, knowledgeable, and responsible is how I view the Cafaro Greenleaf team of retirement plan professionals.

Joe Masterson, Senior Vice President
Chief Sales & Marketing Officer
Diversified Investment Advisors
Phone: 914.697.3751

I have worked with Cafaro Greenleaf Retirement Plan Advisors for several years.  What sets them apart is a consistently unbiased commitment to putting the needs of their clients first. Both Dorann and Jamie have always demonstrated the integrity, expertise and commitment to helping their clients succeed that keeps them at the forefront of the industry. Cafaro Greenleaf epitomizes the type of retirement advisory firm by which all others will be measured. All of us at MassMutual consider it a privilege to help them deliver outstanding value and service to their clients.

Jonathan Shuman, Division Sales Manager
Retirement Services
MassMutual Financial Group
Phone: 856.780.5580