Retirement Analytics

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

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Overview

Headquarters

1967 Wehrle Dr Ste 1, Williamsville, New...

Phone Number

(716) 325-6800

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Retirement Analytics

Retirement Analytics specializes in providing financial planning and investment strategies tailored to help clients achieve their long-term financial goals, such as retirement, education funding, and wealth transfer. They focus on understanding clients' objectives and risk tolerance to create personalized investment strategies. The firm emphasizes the importance of monitoring investment performance and making necessary adjustments to stay on track. Their services include long-term care insurance, life insurance, and disability income insurance, targeting individuals seeking comprehensive financial solutions.Explore more
Popular SearchesRetirement Analytics IncCadaret Grant & Co Incretanalytics.comSIC Code 62,628NAICS Code 52,523Show more

Retirement Analytics Org Chart

PhoneEmail
JP
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retirement Analytics

<$5M
1-10
Private
-
-
JP
John PennaManaging Partner
$7.8M
11-50
Private
-
2013
N/A
$5.3M
11-50
Private
-
2016
GS
Gina SamrooClient Relationship Associate
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
<$5M
1-10
Private
-
2015
<$5M
1-10
Private
-
-
TJ
Terri JacksonCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
1983
JP
John PlazaFinancial Strategist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Retirement Analytics Tech Stack

A closer look at the technologies used by Retirement Analytics

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Frequently Asked Questions Regarding Retirement Analytics

What is Retirement Analytics's official website?
Retirement Analytics's official website is www.retanalytics.com
What is Retirement Analytics's Revenue?
Retirement Analytics's revenue is <$5 Million
What is Retirement Analytics's SIC code?
Retirement Analytics's SIC: 62,628
What is Retirement Analytics's NAICS code?
Retirement Analytics's NAICS: 52,523
How many employees does Retirement Analytics have?
Retirement Analytics has 1-10 employees
What industry does Retirement Analytics belong to?
Retirement Analytics is in the industry of: Finance, Insurance, Securities Trading
What is Retirement Analytics competition?
Retirement Analytics top competitors include: Sage Investment Group, Morrow Financial Services, Six Pillars Financial Advisors, Erl Financial Services
What technology does Retirement Analytics use?
Some of the popular technologies that Retirement Analytics uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Retirement Analytics?
Retirement Analytics contact info: Phone number: (716) 325-6800 Website: www.retanalytics.com
What does Retirement Analytics do?

Retirement Analytics specializes in providing financial planning and investment strategies tailored to help clients achieve their long-term financial goals, such as retirement, education funding, and wealth transfer. They focus on understanding clients' objectives and risk tolerance to create personalized investment strategies. The firm emphasizes... the importance of monitoring investment performance and making necessary adjustments to stay on track. Their services include long-term care insurance, life insurance, and disability income insurance, targeting individuals seeking comprehensive financial solutions.Read More

Is Retirement Analytics a public company?
Retirement Analytics is private company therefore does not currently have an official ticker symbol
See more information about Retirement Analytics

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