Client Experiences

“I have worked with Sheldon Geller for over thirty years, during which he has served as Managing Fiduciary for my largest client. Sheldon does excellent work and will reduce your fees and add value to your 401(k) retirement plan.”
Jeffrey Mamorsky, Co-Chairman, Global Benefits & Compensation, Global Human Capital Solutions, Greenberg Traurig, LLP

“I wanted to introduce you to someone who has been invaluable to our clients for their 401(k) and pensions plans.  Sheldon acts as an independent fiduciary and would be a great resource to alleviate your risk with respect your responsibilities with the plan.”
Cindy McLoughlin, CPA, Partner, Hospitality Industry Leader, CohnReznick LLP

“Thank you for the excellent service, professionalism, quarterly meetings, and for always looking out for us and our investments.”
Alexander G. Rojas, Esq., Barst Mukamal & Kleiner, LLP

“The service, advice and professionalism that Stone Hill offers go way beyond the very compelling financial offer. The assumption of legal fiduciary responsibility is something most brokers cannot provide. I would urge you to reach out to our CFO or VP, HR to share with you the value add, the differences we have experienced and the infusion of aptitude that we did not know were missing.”
Bradley Tolkin, Co-Chairman, Chief Executive Officer, World Travel Holdings

“Thanks for the well written article on 401(k) Trends in Plan Design, which helped confirm our committee’s plan design initiatives.”
Mary Lavin, President, Sartorius Group North America
Sheldon Geller is our advisor/plan administrator for our 401(k) plan. He’s excellent. His fee is reasonable and he provides “sleep” protection”
Neal S. Nackman, CFO, G-III Apparel Group, Ltd.

“Sheldon, Nice meeting you yesterday, you’re a pro! We look forward to working with you.”
Russel L. Miron, Partner/COO, FNY Capital Management LP

“Thanks for the great service…you certainly lived up to your promise! Senior staff is very pleased.”
Barry Rosenberg, Chief Executive Officer, Econoco Corporation

“If your clients move to Fidelity their life will be better. Not having employees come into HR for everything 401k is so nice.”
Karen Ruckert, Director of Human Resources, Wine Enthusiast Companies

“Nice job today – glad you are on our team!”
Steven A. Yadegari, Executive Vice President and General Counsel, Cramer Rosenthal McGlynn, LLC

“Stone Hill managed the entire conversion process and transitioned the NHM 401(k) plan to Fidelity four weeks ahead of schedule.”
Joseph Marotte, Comptroller, Nausch, Hogan & Murray, Inc.

“Contact Sheldon– promise that you will be pleased– he is a true professional. Best I have seen in my career in this arena.”
Ronald J. Eagar, CPA, CCIFP, Partner, Grassi & Co., CPAs

“Thank you for yesterday’s retirement plan committee meeting.  I appreciate your hands on approach and expertise on the subject.”
Kevin Schmutz, CPA, Partner, Sheehan and Company, C.P.A., P.C.

“Stone Hill exceeded our expectations, reduced 401(k) plan fees and prepares committee minutes; their expertise and service is unparalleled.”
Igor Dargery, Chief Executive Officer, Norwalk Medical Group

“Stone Hill successfully moved our 401(k) plan to Fidelity and reduced our advisor fee. Our controller spends less time on plan administration.”
Louis C. Grassi, CPA, CFE, Managing Partner, Chief Executive Officer, Grassi & Co., CPAs, P.C.

“The staff at Stone Hill led by Sheldon Geller is the best!! They are extremely professional, focused and attentive to details.
David W. Kalish, Sr. Vice President-Chief Financial Officer, Gould Investors L.P.