Bert McClintock Email & Phone Number
Vice President of Retirement Services @ Strategic Financial Solutions
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Bert McClintock Location
- Cedar Rapids, IA, US
Bert McClintock Work
- 2005 -now Vice President of Retirement Services @
- 1998 -2005 Sr Investment Specialist @
Bert McClintock Education
- The American College
Bert McClintock Skills
- 401(k), 403(b), SEP & Simple IRAs
- Asset Allocation
- Business Continuation Strategies
- College Funding Strategies
- Deferred Compensation Plans
- Estate Planning
- Executive Benefits Strategies
- Financial Needs Analysis
- IRAs (Traditional & Roth)
- Key Person Insurance
- Long-Term Care Insurance
- Series 7 & 66 Registrations
- Executive Benefit Strategies
- Pension Plans
- Retirement Account Reviews
- Iras Traditional
- Sep and Simple Iras
- Series 7 and 66 Registrations
- Fixed Annuities
- Executive Benefits
- Iras Traditional and Roth
- Sep
- Asset Allocation Analysis
- Retirement Planning
- Brokerage Accounts
- IRAs
- Variable Annuities
- Informal Business Valuation
- 401k Retirement Savings Plans
- 401k
- Executive Bonus Plans
- Income Protection
- Current Policy Review
- Split Dollar Plans
- Mutual Funds
- Simple IRA
- 403 b
- Charitable Giving
- Disability Income Insurance
- SEP IRA
- Financial Seminars
- Supplemental Retirement Income
- Survivor Income
- Deferred Compensation
- Estate Conservation
- Group Life Insurance
- Salary Continuation
- Long Term Care Insurance
- Group Annuities
- Retirement Plans
- Business Continuation
- Series 7 and 66
- College Funding
- Tax Deferred Savings
- 403b
- 529 Plans
- Wealth Accumulation Strategies
- 401 Retirement Savings Plans
- Estate Planning Strategies
Bert McClintock Summary
- Bert McClintock, based in Cedar Rapids, IA, US, is currently a Vice President of Retirement Services at Strategic Financial Solutions. Bert McClintock brings experience from previous roles at Principal Financial Group. With a robust skill set that includes 401(k), 403(b), SEP & Simple IRAs, Asset Allocation, Business Continuation Strategies, College Funding Strategies, Deferred Compensation Plans and more. Bert McClintock has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Strategic Financial Solutions Employees
Brian Brandt
Executive Retirement Specialist
Cedar Rapids, IA, US
Steven Bragg
Financial Advisor
Cedar Rapids, IA, US
Toni Qka
Senior Corporate Relationship Manager
Cedar Rapids, IA, US
Linda Kappler
Director of Client Experience
Cedar Rapids, IA, US
Bert McClintock
Vice President of Retirement Services
Cedar Rapids, IA, US
Jamie Meyers
Chief Operating Officer
Cedar Rapids, IA, US
Noemi Virgen
Client Services Manager
Phoenix, AZ, US
Jeff Haugse
Senior Financial Advisor
North Liberty, IA, US
Austin Lackey
Financial Advisor
Cedar Rapids, IA, US
Kirby Reese
Client Services Associate
Marion, IA, US
Nick Nelson
Client Services Associate
Cedar Rapids, IA, US
Justin Evans
Retirement Plan Account Executive
Cedar Rapids, IA, US
Jordan Kuehner
Financial Advisor
Cedar Rapids, IA, US
Ricardo Diaz
Financial Advisor
Cedar Rapids, IA, US
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