Retire Smart Consulting

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

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Overview

Headquarters

103 Carnegie Ctr Ste 300A, Princeton, Ne...

Phone Number

(609) 955-3456

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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About Retire Smart Consulting

Retire Smart Consulting is a fiduciary, fee-only financial planning firm based in Princeton, New Jersey, specializing in comprehensive financial and retirement planning, as well as investment management. The firm primarily serves busy high net worth individuals, small to mid-sized businesses, and non-profits, providing conflict-free advice to help clients make informed financial decisions. With a focus on transparency and professional development, Retire Smart Consulting aims to deliver innovative solutions tailored to client needs. The firm prides itself on being a trusted fiduciary partner, ensuring clients can focus on what they love while receiving expert financial guidance.Explore more
Retire Smart Consulting's Social MediaPopular SearchesRETIRE SMART Consulting LLCRetiresmart ConsultingRETIRESMART Consulting LLCAsna Retiresmart Consltng LLCRetire Smart ConsultingSIC Code 62,628NAICS Code 52,523Show more

Retire Smart Consulting Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retire Smart Consulting

<$5M
1-10
Private
-
2008
SM
Shikha MittraPresident & Principal
<$5M
1-10
Private
-
2000
PH
Paul HavrillaFinancial Advisor
<$5M
1-10
Private
-
2014
Keya Dash, President at Dash Investments
Keya DashPresident
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Retire Smart Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Retire Smart Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Retire Smart Consulting.

Retire Smart Consulting Tech Stack

A closer look at the technologies used by Retire Smart Consulting

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Frequently Asked Questions Regarding Retire Smart Consulting

What is Retire Smart Consulting's official website?
Retire Smart Consulting's official website is www.retiresmartconsulting.com
What is Retire Smart Consulting's Revenue?
Retire Smart Consulting's revenue is <$5 Million
What is Retire Smart Consulting's SIC code?
Retire Smart Consulting's SIC: 62,628
What is Retire Smart Consulting's NAICS code?
Retire Smart Consulting's NAICS: 52,523
How many employees does Retire Smart Consulting have?
Retire Smart Consulting has 1-10 employees
What industry does Retire Smart Consulting belong to?
Retire Smart Consulting is in the industry of: Finance, Securities Trading
What is Retire Smart Consulting competition?
Retire Smart Consulting top competitors include: Dash Investments, Bollin Wealth Management, Stockade Wealth Management, Piermont Wealth Management
What technology does Retire Smart Consulting use?
Some of the popular technologies that Retire Smart Consulting uses are: Drupal, YouTube, Microsoft 365, Google Tag Manager
How do I contact Retire Smart Consulting?
Retire Smart Consulting contact info: Phone number: (609) 955-3456 Website: www.retiresmartconsulting.com
What does Retire Smart Consulting do?

Retire Smart Consulting is a fiduciary, fee-only financial planning firm based in Princeton, New Jersey, specializing in comprehensive financial and retirement planning, as well as investment management. The firm primarily serves busy high net worth individuals, small to mid-sized businesses, and non-profits, providing conflict-free advice to help... clients make informed financial decisions. With a focus on transparency and professional development, Retire Smart Consulting aims to deliver innovative solutions tailored to client needs. The firm prides itself on being a trusted fiduciary partner, ensuring clients can focus on what they love while receiving expert financial guidance.Read More

What are Retire Smart Consulting social media links?
Retire Smart Consulting Linkedin page Retire Smart Consulting Facebook page
Is Retire Smart Consulting a public company?
Retire Smart Consulting is private company therefore does not currently have an official ticker symbol
See more information about Retire Smart Consulting

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