Rea & Associates, a Cleveland area financial services CPA firm offering a full range of services with a focus on accounting and business consulting services, will provide retirement plan services to area clients from their Mentor location.

Rea & Associates understands that each business is unique; as a result, each business requires a unique retirement plan for its employees. When these businesses require an analysis of their unique plan, an overhaul of their retirement plan or the implementation of a new plan, Rea is able to provide services tailored to a business’s specific retirement plan requirements.

Rea maintains a particular understanding of the retirement plan needs of small businesses. “Smaller retirement plans with less than $10 million in assets and fewer than 100 participants have unique needs,” Rea observes. These unique needs are uniquely met by Rea’s combination of objective analysis and a desire to effectively communicate their retirement plan decision-making process to their clients. Rea believes that businesses need to have a thorough and comprehensive understanding of the fees paid by their retirement plans.

In addition to offering retirement plan services tailored to suit the needs of a particular business, the Rea & Associates Mentor office is able to provide a wide array of services associated with retirement and benefit plans. Among the services offered by Rea from their Cleveland area office in Mentor are benefit plan audits, plan design services, plan administration services, fiduciary assessment and consulting services and service provider search services. Rea is also able to provide benefit plan services specifically for physicians and dentists with medical or dental practices, particularly for those with plans maintaining under $10 million in assets and under 100 participants.

Businesses seeking more information on the benefit plan services offered by Rea & Associates are encouraged to contact the financial services firm directly. Rea also maintains an online article bank with many articles focused specifically on concerns related to benefit plans, found at

Rea & Associates maintains locations throughout the Ohio and attributes much of their success to the firm’s professional and moral value system, known as The Rea Way. The firm has decades of experience dating back to its founding in 1938.

Rea & Associates’ Mentor office was opened in 2007 after the firm’s merger with a local Cleveland accounting firm. From its inception, the Mentor office’s clientele has included a significant proportion of medical and dental professionals. The Mentor CPA firm serves Lake, Geauga, Cuyahoga, Ashtabula and Sandusky counties.

Rea & Associates
Address: 7201 Center St., Mentor, OH 44060
Phone: 440-266-0077
Fax: 440-266-0088
Email: [email protected]