Join Us at the NAES Plant Managers Conference

Over the last decade, I’ve worked with current and former NAES employees, including power plant managers.

At North Park, we help guide employees with an opportunity to sub-advise their 401k with Fidelity via the BrokerageLink option for greater returns and loss mitigation. Over time, this advice has led to additional planning opportunities with outside investments, old 401ks, IRAs, life insurance, and other estate planning needs.

Our consultations are free of charge and without obligation. We want North Park to be a resource for helping you achieve your retirement goals. We don’t just build portfolios; we build lasting relationships.

Background

With a robust background spanning over two decades in the insurance and financial sectors, I stand as a seasoned full-service financial consultant, ready to bring my wealth of expertise to your financial journey.

Since 2011, I have been at the helm as an independent financial advisor, offering a comprehensive suite of services that span property and casualty, life, and health insurance, as well as a diverse array of investment products and services. This wide-ranging portfolio is meticulously designed to cater to your unique financial needs.

My approach centers on leveraging extensive knowledge to address your financial concerns and aspirations. I guide multiple areas, including:

• Asset protection and risk management
• Wealth accumulation strategies and distribution planning
• Management of qualified retirement plan assets
• Retirement income strategies
• Legacy planning
• Disability and long-term care planning

My approach is deeply collaborative, as I work closely with your other trusted advisors, such as attorneys, CPAs, bank trust estate professionals. This ensures a unified financial strategy and comprehensive support for your financial journey.

North Park proudly partners with Alden Investment Group, a boutique independent broker dealer, and RIA. This partnership enhances our ability to deliver superior service with robust back- office support, cutting-edge technology solutions, and an extensive menu of investment options. We aim to empower clients to manage their wealth through an advisory relationship characterized by ethical principles, transparency,  and professionalism.

Testimonials

“I worked for NAES for eight years, where I met a great guy named Louis Rivera. At the time, I was the PM of Niagara Generation. I asked Lou to give a presentation to my employees, and everyone received it very well. Several people signed up with Lou, and I did, too. I have been with Lou for 16 years. My wife and I are very pleased with the results Lou has done for us. In that time, Lou made us several thousand dollars in new revenue. I trust Lou with all of my retirement funds; he has done well for us.” – Mike Boslet

“My wife and I have been working with Lou on managing some of our retirement investments since 2021. He has been very easy to work with and walked us through every step in reviewing our retirement planning to ensure our investments meet our retirement goals but are also protected in the event of a market downturn. Lou has always answered our questions quickly and makes himself available to us as needed. We highly recommend his services!” – Mike Mueller

“Thank you, Lou, for advising my wife and me over the years. Before meeting you ten years ago, I used the basic portfolio provided by the company’s 401K for my investment decisions. Your interest in our goals and financial guidance allowed us to retire early two years ago. Thanks, and here’s to many more years of doing business together.” – Rick N. (32-Year NAES Employee-Retired)

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Contact Us Today!

For more information, call us today at 716-276-1222 or email lrivera@aldeninvestmentgroup.com. If you’d like to receive more emails from North Park, please click here!