Senior Tax and Insurance Advisors, PLLC

STA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals.

General Information
Company Name
Senior Tax and Insurance Advisors, PLLC
Founded Year
2005
Location (Offices)
Cedar Park, United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services, Insurance, Health insurance +1
Funding Stage
-
Social Media

Senior Tax and Insurance Advisors, PLLC - Company Profile

Senior Tax and Insurance Advisors, PLLC (STA) is a United States headquartered company founded in 2005 and operates in the Financial Services, Insurance, Health insurance, and Life insurance sectors. STA's commitment revolves around providing clients with the best retirement solutions for their financial and lifestyle goals, as highlighted in their slogan: "STA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals." The company prides itself on simplifying the complex process of retirement planning, ensuring that individual retirement plans align with the clients' needs and cater to their loved ones.

STA's team comprises a diverse range of experienced specialists including financial planners, licensed fiduciaries, tax specialists, CPAs, insurance experts, asset management professionals, Social Security experts, and estate and trust attorneys. This comprehensive expertise ensures that clients are equipped with a full spectrum of knowledge to make informed decisions about their retirement opportunities. Notably, STA prioritizes providing inflation-adjusted guaranteed retirement income that lasts a lifetime and devising well-crafted estate plan strategies to ensure the proper execution of their clients' wishes.

Currently, there is no available information on STA's last investment and associated investors. However, the company's holistic approach to retirement planning and its focus on client-centric solutions position it as a potentially attractive opportunity for venture capital investors looking to tap into the financial and insurance sectors.

Taxonomy: retirement planning, tax planning, estate planning, insurance services, financial planners, fiduciaries, CPAs, Social Security, estate attorneys, life insurance, long term care insurance, medicare insurance, financial specialists

Funding Rounds & Investors of Senior Tax and Insurance Advisors, PLLC (0)

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There is no investment information

Latest News of Senior Tax and Insurance Advisors, PLLC

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