Alter Retirement Planning

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1279 W Palmetto Park Rd Unit 272483, Boc...

Phone Number

(561) 394-6226

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Alter Retirement Planning

Alter Retirement Planning is an independent financial services firm founded by Richard A. Alter, specializing in portfolio management and providing conflict-free financial advice. Since 1989, the firm has focused on helping clients achieve their personal and financial retirement goals through sound planning and high-quality service. The firm does not offer proprietary financial products, ensuring objective guidance tailored to individual needs. Alter Retirement Planning aims to assist clients on their journey to a successful retirement with peace of mind.Explore more
Alter Retirement Planning's Social MediaPopular SearchesAlter Retirement Planning IncSIC Code 62,628NAICS Code 52,523Show more

Alter Retirement Planning Org Chart

PhoneEmail
LD
United States flag for contact location.

Customer Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alter Retirement Planning

<$5M
1-10
Private
-
2000
LD
Lauren DoughertyCustomer Service Manager
<$5M
1-10
Private
-
2000
DS
David SchleisPresident & Accountant
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
<$5M
2009
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alter Retirement Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alter Retirement Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alter Retirement Planning.

Alter Retirement Planning Tech Stack

A closer look at the technologies used by Alter Retirement Planning

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Frequently Asked Questions Regarding Alter Retirement Planning

What is Alter Retirement Planning's official website?
Alter Retirement Planning's official website is www.alterretirement.com
What is Alter Retirement Planning's Revenue?
Alter Retirement Planning's revenue is <$5 Million
What is Alter Retirement Planning's SIC code?
Alter Retirement Planning's SIC: 62,628
What is Alter Retirement Planning's NAICS code?
Alter Retirement Planning's NAICS: 52,523
How many employees does Alter Retirement Planning have?
Alter Retirement Planning has 1-10 employees
What industry does Alter Retirement Planning belong to?
Alter Retirement Planning is in the industry of: Finance, Securities Trading
What is Alter Retirement Planning competition?
Alter Retirement Planning top competitors include: JLB Wealth Management Group, Wealth Advisory Services, LifePlan Financial Design, Financial Advisors
What technology does Alter Retirement Planning use?
Some of the popular technologies that Alter Retirement Planning uses are: Cloudflare Website Optimization, Cloudflare CDN, Cloudflare Security, Cisco Email Security
How do I contact Alter Retirement Planning?
Alter Retirement Planning contact info: Phone number: (561) 394-6226 Website: www.alterretirement.com
What does Alter Retirement Planning do?

Alter Retirement Planning is an independent financial services firm founded by Richard A. Alter, specializing in portfolio management and providing conflict-free financial advice. Since 1989, the firm has focused on helping clients achieve their personal and financial retirement goals through sound planning and high-quality service. The firm does n... ot offer proprietary financial products, ensuring objective guidance tailored to individual needs. Alter Retirement Planning aims to assist clients on their journey to a successful retirement with peace of mind.Read More

What are Alter Retirement Planning social media links?
Alter Retirement Planning Linkedin page
Is Alter Retirement Planning a public company?
Alter Retirement Planning is private company therefore does not currently have an official ticker symbol
See more information about Alter Retirement Planning

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