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New York Branch Locations

  • BATAVIA, NY
  • BUFFALO, NY (HQ)
  • DARIEN, CT
  • DUNKIRK, NY
  • FLORHAM PARK, NJ
  • JAMESTOWN, NY
  • MAHOPAC, NY
  • PLAINVIEW, NY
  • PURCHASE, NY
  • ROCHESTER, NY

James J. Rehak Jr. AIF, CLU, ChFC, REBC, CPFA Managing Director

As Managing Director of Lawley Retirement Advisors, Jamie oversees 401(k) plans, profit-sharing plans, defined benefit plans, and deferred compensation programs. Jamie is also a founding member and partner of Lawley Employee Benefits, a division of Lawley, and provides expertise in all aspects of employee benefits programs and retirement consulting for employers.

jrehak@lawleyretirement.com
716.849.8219

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Todd M. Tevens AIF, CPFA Managing Director

As Managing Director of Lawley Retirement Advisors, Todd provides advisory services to retirement plan sponsors and their participants, specializing in fiduciary governance, retirement plan design, investment strategy, and participant education & engagement.

ttevens@lawleyretirement.com
716.849.4366

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LRA Privacy Notice

Securities and advisory services offered through LPL Financial , a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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