SRS and its team of advisors believe that in all things, the client come first. We don't take the general store approach to our services. Each advisor has been trained as a specialist in a specific field of study. By working as a united team, we provide a level of service that is unmatched in the financial services industry. Founded in 2010, Strategic Retirement Solutions is a Retirement Planning and Insurance Firm. With our staff of dedicated and professional career agents, we provide an unparalleled level of service to our clients. Rather than offer one carrier, we have chosen to put the client first, forming lasting partnerships with multiple top-tier providers in order to create a complete financial plan for each client. We believe any Life Plan that is not self-fulfilling is not a plan, but a lottery. There are two types of advisors in our industry; historians and strategic advisors. SRS has chosen to be the premier strategic advisory firm in North Carolina. Our team of advisors is a diverse group of individuals from all walks of life, bringing with them their unique knowledge and experiences which enables them to help you achieve each of your life goals.
View Top Employees from Strategic Retirement Solutions Inc.Website | http://www.retirementbysrs.com |
Revenue | $5.8 million |
Employees | 20 (17 on RocketReach) |
Founded | 2010 |
Address | 2144 Page Rd Suite 104, Durham, North Carolina 27703, US |
Phone | (919) 797-2284 |
Industry | Financial Services, Insurance, Life Insurance and Annuity products and services. |
Competitors | Benefit Planning Group Insurance and Wealth Management, Comrade Financial Group, Kenney Insurance Services |
SIC | SIC Code 6411 Companies, SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 5242 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
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The Strategic Retirement Solutions Inc. annual revenue was $5.8 million in 2024.
Chrissy Mergner is the Managing Partner of Strategic Retirement Solutions Inc..
17 people are employed at Strategic Retirement Solutions Inc..
Strategic Retirement Solutions Inc. is based in Durham, North Carolina.
The NAICS codes for Strategic Retirement Solutions Inc. are [5242, 524, 52].
The SIC codes for Strategic Retirement Solutions Inc. are [6411, 641, 64].