The financial advisor team that specializes in supporting ExxonMobil employees is:
The Ashcroft Pesek Bartosh Group
The Ashcroft Pesek Bartosh Group is a team of financial professionals focused on producing successful retirement outcomes for our clients. Specifically, the group has more than fifty combined years of experience servicing ExxonMobil retirees. Because of this focus on ExxonMobil clients, our team is well prepared to analyze Net Unrealized Appreciation opportunities within the ExxonMobil Savings Plan, consult on pension elections, or develop a tax efficient retirement income plan integrated with Restricted Share Units. In addition to this company specific knowledge, the group’s members hold four CERTIFIED FINANCIAL PLANNER™ designations and three Master’s of Science in Financial Planning. The team leverages this experience and training to provide a unique perspective in the financial planning industry.
