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Financial Strategies Retirement Partners (FSRP)

Financial Services

Specialities :
401k advisory
401k
Investment management
Retirement income planning
Wealth management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Financial Strategies Retirement Partners (FSRP)

What does Financial strategies retirement partners (fsrp) do?+

Financial Strategies Retirement Partners (FSRP) is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grossman. Our team of 18 professionals work with over 150 retirement plans and more than 300 families. Our tagline trusted independence isnt just a tagline. We are completely objective when suggesting both recordkeeping platforms and investments. Our first priority is to understand our...

What are Financial strategies retirement partners (fsrp)'s specialties? +

401k advisory,401k,investment management,retirement income planning,wealth management,social security claiming strategies,and financial advisor

What is Financial strategies retirement partners (fsrp)'s industry? +

Financial strategies retirement partners (fsrp) operates in the Financial services industry.

What is Financial strategies retirement partners (fsrp)'s revenue? +

Financial strategies retirement partners (fsrp)'s revenue is 11m - 100m

What is Financial strategies retirement partners (fsrp)'s company size? +

Financial strategies retirement partners (fsrp) has 11 - 50 employees.

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