Voted Best of the Bay 2013 and 2014 for Best Financial Planning Firm, The Retirement Planners is dedicated to helping individuals at all stages of the financial and retirement planning process, whether just starting out, transitioning into retirement, or already enjoying the Golden years. We provide individualized solutions for a comprehensive range of financial matters that are essential to a successful life. It is our firm’s belief that the best client is an educated client. We support this belief by offering classes through Pensacola State College, a weekly informative radio program on WCOA 1370 AM and WEBY 1330 AM and regular workshops at our home office. Our goal is to provide the most current education and up-to-date information available to allow you to enjoy your life and your retirement years with confidence and security. We believe your financial life is connected with all other aspects of your life. This is why The Retirement Planners actively supports the local community by sponsoring the Pensacola Symphony Orchestra, the United States Marine Corp Toys for Tots campaign, Relay for Life/American Cancer Society, Breast Cancer Foundations, the Muscular Dystrophy Association, and others. John Steele, CFP™, CRC®, CRPCSM (President & Owner) Registered Investment Advisor Certified Financial Planner Certified Retirement Counselor Chartered Retirement Planning Counselor Securities offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Fee based advisory services through The Retirement Planners, USA, LLC a registered investment advisor not affiliated with Silver Oak Securities, Inc. Check the background of this investment professional on - See more at: http://brokercheck.finra.org.
View Top Employees from The Retirement PlannersWebsite | http://www.theretirementplanners.com |
Revenue | $1 million |
Employees | 15 (15 on RocketReach) |
Founded | 2009 |
Address | 4631 Chumuckla Hwy, Pace, Florida 32571, US |
Phone | (850) 995-1999 |
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Industry | Financial Services, Finance General, Finacial Planning, Finance, Asset Management, Identify, Organize, and Impliment Financial Goals, Retirement Planning, Retirement Asset Distribution, Financial Talk Radio |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular The Retirement Planners employee's phone or email?
The The Retirement Planners annual revenue was $1 million in 2024.
John Steele is the President of The Retirement Planners.
15 people are employed at The Retirement Planners.
The Retirement Planners is based in Pace, Florida.
The NAICS codes for The Retirement Planners are [52393, 52, 5239, 523].
The SIC codes for The Retirement Planners are [62, 628].