As your local connection to the largest* independent broker-dealer and registered investment advisory firm in the United States, we are a comprehensive one-stop shop to geek out all of your retirement needs in the following five areas: FIVE FUNDAMENTALS OF FINANCIAL FITNESS: (AFTER YOU'VE DETERMINED YOUR GOALS) 1. Cash Flow 2. Insurance 3. Tax Smart Investing 4. Real Estate and Debt 5. Estate Planning To do retirement planning properly and maintain your success, you either need to be a retirement geek or work with the RetirementGeeks™ who passionately follow all aspects of retirement planning.
| Website | http://www.retirementgeeks.com |
| Revenue | $12.6 million |
| Employees | 2 (1 on RocketReach) |
| Address | 2840 Plaza Pl Suite 210, Raleigh, North Carolina 27612, US |
| Phone | +1 919-881-2850 |
| Fax | (800) 785-1070 |
| Technologies |
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| Industry | Financial Services, Brokerage, Finance |
| Keywords | Retirement Planning, Retirement Advice, Financial Planning, Retirement Investing, Retirement Accounts, Investment Advice, 401k Planning, Ira Planning, Pension Planning, Retirement Strategies, Estate Planning, Wealth Management, Financial Advisor, Retirement Calculator, Retirement Income, Retirement Services, Broker Dealer Services, Investment Management, Retirement Solutions, Financial Security |
| Competitors | Pathfinder Wealth Consulting (formerly Keystone Financial Partners), Rekon Intelligence (view competitors) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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RetirementGeeks Questions
The RetirementGeeks annual revenue was $12.6 million in 2026.
1 people are employed at RetirementGeeks.
RetirementGeeks is based in Raleigh, North Carolina.
The NAICS codes for RetirementGeeks are [523, 52, 52393, 5239].
The SIC codes for RetirementGeeks are [62, 628].
Top RetirementGeeks Employees
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Jeremy Potts
Financial Analyst at RetirementGeeks
Durham, NC, US12
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