Southeast Retirement Planners, Inc

Sound financial guidance through a team approach!

General Information
Company Name
Southeast Retirement Planners, Inc
Founded Year
2008
Location (Offices)
Hickory, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Finance, Financial Services, Insurance
Funding Stage
-
Social Media

Southeast Retirement Planners, Inc - Company Profile

Southeast Retirement Planners, Inc is a financial services startup that focuses on providing sound financial guidance through a team approach. Founded in 2008, the company's team consists of five registered representatives of LPL Financial, Inc. The team, comprised of Les Stewart, Ryan Edwards, Bob Fincher, Matt Starnes, and Kelle Huffman, is dedicated to providing comprehensive financial planning and proper money management for individuals and families of all ages. Their individual client services range from education planning and estate planning to retirement planning and risk management. Furthermore, the company offers securities and advisory services through LPL Financial, a member of FINRA/SIPC.

As of now, information about the company's headquarters, last investment, and investors is not available. However, given its focus on offering a wide range of financial services and the experienced team behind it, Southeast Retirement Planners, Inc has the potential to attract investments from venture capital firms interested in the finance and insurance industries.

Taxonomy: Financial Planning, Wealth Management, Education Planning, Estate Planning, 401(k) Rollovers, Business Succession Planning, Income Planning, Retirement Planning, Investment Planning, Tax Planning

Funding Rounds & Investors of Southeast Retirement Planners, Inc (0)

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There is no investment information

Latest News of Southeast Retirement Planners, Inc

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No recent news or press coverage available for Southeast Retirement Planners, Inc.

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