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 plans.”
Jeffrey Mamorsky, Co-Chairman, Global Benefits & Compensation, Global Human Capital Solutions, Greenberg Traurig, LLP

“Thank you for the excellent service that you and Caryn have provided to the firm. Caryn you have been a gem and an invaluable resource to me, and I greatly appreciate your patience and efforts. Sheldon thank you for your professionalism, quarterly meetings, and always looking out for us and our investments.”
Alexander G. Rojas, Esq., Barst Mukamal & Kleiner, LLP

“The service, advice and professionalism that Sheldon and Stone Hill offer 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 so much 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

“Thanks for spending time with me regarding my account. Econoco never had this service. Your knowledge and expertise was evident and helpful. ”
Lynne Forrest, Controller, Econoco Corporation

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

“Sheldon, thanks to you and your team for ensuring NHM employees have the best possible retirement plan.”
Scott W. Murray, President, Nausch, Murray & Hogan, Inc.

“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 smoothly transitioned the NHM 401(k) plan to Fidelity four weeks ahead of schedule.”
Joseph Marotte, Comptroller, Nausch, Hogan & Murray, Inc.

“We use Fidelity – which we went to a few years ago and was the best thing we have ever done. We also use Fidelity for our payroll. 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 very much 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 all our expectations with regard to managing our 401k plan. Stone Hill provided a very competitive financial arrangement, assumed fiduciary responsibilities, reformulated our mutual fund offerings with much better funds and directed our recordkeeper to reduce fees and optimize fund classes. Mr. Geller prepares committee meeting minutes as well. The expertise and service at Stone Hill is unparalleled.”
Igor Dargery, Chief Executive Officer, Norwalk Medical Group

“Stone Hill successfully moved our 401(k) plan to Fidelity, significantly reduced our advisor fee and added value to our plan. We appreciate the quarterly committee meetings. Our controller spends less time on plan administration. I would recommend Stone Hill without qualification.”
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.