Custom Retirement Solutions

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6430 Transit Rd Ste 100B, Depew, New Yor...

Phone Number

(716) 206-0346

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
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1
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About Custom Retirement Solutions

Custom Retirement Solutions is a premier investment and retirement planning firm located in Western New York. The company focuses on simplifying retirement planning, investment management, and social security planning for individuals looking to secure their financial future. Their team of trusted retirement advisors aims to minimize complexities in wealth preservation and risk management, fostering long-lasting relationships with clients. They provide valuable guidance that empowers clients to navigate financial opportunities effectively and prepare for a successful retirement.Explore more
Custom Retirement Solutions's Social MediaPopular SearchesCustom Retirement Solutions LLCThe Social Security GuysThe Social Security Guys®Social Security GuysSIC Code 62,628NAICS Code 52,523Show more

Custom Retirement Solutions Org Chart

PhoneEmail
WB
United States flag for contact location.

Client Services Coordinator

PhoneEmail
MB
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Custom Retirement Solutio...

<$5M
1-10
Private
-
-
WB
Wendy BuchertClient Services Coordinator
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2015
CB
Charlotte BreuerManager, Growth
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
-
BB
Ben BoucherFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Custom Retirement Solutions Tech Stack

A closer look at the technologies used by Custom Retirement Solutions

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Frequently Asked Questions Regarding Custom Retirement Solutions

What is Custom Retirement Solutions's official website?
Custom Retirement Solutions's official website is www.retirewny.com
What is Custom Retirement Solutions's Revenue?
Custom Retirement Solutions's revenue is <$5 Million
What is Custom Retirement Solutions's SIC code?
Custom Retirement Solutions's SIC: 62,628
What is Custom Retirement Solutions's NAICS code?
Custom Retirement Solutions's NAICS: 52,523
How many employees does Custom Retirement Solutions have?
Custom Retirement Solutions has 1-10 employees
What industry does Custom Retirement Solutions belong to?
Custom Retirement Solutions is in the industry of: Finance, Securities Trading
What is Custom Retirement Solutions competition?
Custom Retirement Solutions top competitors include: Money Wise, Lipscomb Investment Group, Boucher Financial Group, John Bubello
What technology does Custom Retirement Solutions use?
Some of the popular technologies that Custom Retirement Solutions uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Custom Retirement Solutions?
Custom Retirement Solutions contact info: Phone number: (716) 206-0346 Website: www.retirewny.com
What does Custom Retirement Solutions do?

Custom Retirement Solutions is a premier investment and retirement planning firm located in Western New York. The company focuses on simplifying retirement planning, investment management, and social security planning for individuals looking to secure their financial future. Their team of trusted retirement advisors aims to minimize complexities in... wealth preservation and risk management, fostering long-lasting relationships with clients. They provide valuable guidance that empowers clients to navigate financial opportunities effectively and prepare for a successful retirement.Read More

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

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