Decker Retirement Planning

Finance · Washington, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

5400 Carillon Pt Ste 471, Kirkland, Wash...

Phone Number

(425) 598-7000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Decker Retirement Planning

Decker Retirement Planning Inc. specializes in retirement planning with a focus on a math-based and principle-driven approach. They offer a range of services including strategic income distribution, tax minimization, and risk reduction strategies to optimize investments for their clients. Their intended clients are individuals seeking to secure a prosperous retirement through tailored financial strategies and education. The firm emphasizes transparency and fiduciary responsibility to enhance financial clarity for their clients.Explore more
Decker Retirement Planning's Social MediaPopular SearchesDecker Retirement PlanningDecker Retirement Planning IncRetirement Planning Services IncDeckerretirementplanning.comSIC Code 62,628NAICS Code 52,523Show more

Decker Retirement Planning Org Chart

PhoneEmail
SK
United States flag for contact location.

Chief of Staff

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KB
United States flag for contact location.

Manager, Portfolio Servicing

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Decker Retirement Planning your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Decker Retirement Planning

Compare insights from companies similar to Decker Retirement Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Decker Retirement Plannin...

<$5M
11-50
Private
<$5M
2019
SK
Shelly KaufmanChief of Staff
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
DK
Dave KnutsenSenior Director
<$5M
1-10
Private
-
2001
SG
Suzanne GeyerVice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Decker Retirement Planning financials insights

Gather financial insights about Decker Retirement Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2021

Debt

$434K

See All Decker Retirement Planning's Financials Insights

Decker Retirement Planning Tech Stack

A closer look at the technologies used by Decker Retirement Planning

Most Recent Scoops

Facilities Relocation / Expansion
Decker Retirement Planning is planning to move offices in January 2024. The move will impact employees at the existing office located at 1201 Monster Rd Sw, Suite #450, Renton, WA.
Facilities Relocation/Expansion
Funding
Decker Retirement Planning has received an SBA PPP loan in the amount of $434,503 from United Business Bank resulting in the retention of 17 jobs.
Funding
Decker Retirement Planning has received an SBA PPP loan for $350,000 from United Business Bank, supporting the retention of 22 jobs.
Funding
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Decker Retirement Planning

What is Decker Retirement Planning's official website?
Decker Retirement Planning's official website is www.deckerretirementplanning.com
What is Decker Retirement Planning's Revenue?
Decker Retirement Planning's revenue is <$5 Million
What is Decker Retirement Planning's SIC code?
Decker Retirement Planning's SIC: 62,628
What is Decker Retirement Planning's NAICS code?
Decker Retirement Planning's NAICS: 52,523
How many employees does Decker Retirement Planning have?
Decker Retirement Planning has 11-50 employees
What industry does Decker Retirement Planning belong to?
Decker Retirement Planning is in the industry of: Finance, Securities Trading
What is Decker Retirement Planning competition?
Decker Retirement Planning top competitors include: Murphy Wealth Management, OWL Private Wealth Advisors, Stockade Wealth Management, The Woodville Group
What technology does Decker Retirement Planning use?
Some of the popular technologies that Decker Retirement Planning uses are: WordPress.org, PHP, Barracuda Networks, Google Cloud Web Serving
How do I contact Decker Retirement Planning?
Decker Retirement Planning contact info: Phone number: (425) 598-7000 Website: www.deckerretirementplanning.com
What does Decker Retirement Planning do?

Decker Retirement Planning Inc. specializes in retirement planning with a focus on a math-based and principle-driven approach. They offer a range of services including strategic income distribution, tax minimization, and risk reduction strategies to optimize investments for their clients. Their intended clients are individuals seeking to secure a p... rosperous retirement through tailored financial strategies and education. The firm emphasizes transparency and fiduciary responsibility to enhance financial clarity for their clients.Read More

What are Decker Retirement Planning social media links?
Decker Retirement Planning Linkedin page Decker Retirement Planning Facebook page
Who invested in Decker Retirement Planning?
Decker Retirement Planning has 2 investors including PPP and PPP.
Is Decker Retirement Planning a public company?
Decker Retirement Planning is private company therefore does not currently have an official ticker symbol
See more information about Decker Retirement Planning

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.