Who We Are
   For more that thirty-five years, the associates of
Chautauqua 401k have built a distinguished reputation in the field of financial and retirement planning by providing their clients with efficient, timely and cost effective retirement results.  With offices in Jamestown and Williamsville, and clients worldwide, we offer convenient local access to your company.

   Chautauqua 401k's five founding principals are Trust, Independence, Confidentiality, Communication and Education. These values show through in every aspect of our business. Whether you have two or two-thousand employees, you will receive the personal attention you deserve from the initial design stages to plan administration and maintenance. Our professional team puts the needs of your company and your employees first.

The key benefit you receive as an employer is customized, local and personal service needed to help meet your company's goals and maintain employee satisfaction.

    Locally owned and operated, we work closely with the same friends, neighbors, and colleagues you call your own. These relationships are invaluable to us and we will do everything we can to maintain loyal working friendships.

    Whether you are just getting started with a new employee retirement plan or your current program needs an update, Chautauqua 401k can help.  

It Starts With a Plan 

    Designing a successful 401k plan for your employees is much like designing a new home. One of the first things you would do is seek the advice of a professional architect to help you design and plan its construction.

    The financial professionals at Chautauqua 401k are your experienced retirement plan "architects." We can review your plan's construction, recommended solutions for existing problems, and suggest cost effective alternatives.