Simply Stated Retirement Solutions

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

158 State St Ste B, Bluffton, South Caro...

Phone Number

(843) 960-0080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Simply Stated Retirement Solutions

Simply Stated Retirement Solutions offers personalized financial planning services aimed at helping individuals manage their wealth and assets for retirement. Their services include retirement income strategies, wealth management, annuities, and Medicare guidance, all designed to simplify the financial planning process. The company targets individuals seeking clarity and confidence in their financial future, particularly those preparing for retirement. They emphasize a structured approach through their Simplicity Financial Roadmap, which helps clients articulate their goals and create actionable plans.Explore more
Simply Stated Retirement Solutions's Social MediaPopular SearchesSimply Stated Retirement SolutionsSimply Stated Retirement Solutions - LLCSimply United Retirement Endeavors LLCStated Retirement SolutionsSIC Code 62,628NAICS Code 52,523Show more

Simply Stated Retirement Solutions Org Chart

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JJ
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Co-Founder, Business & Business Consultant & ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Simply Stated Retirement ...

<$5M
1-10
Private
-
2006
JJ
Jason JohnsonCo-Founder, Business & Business Consultant & Financial Advisor
<$5M
1-10
Private
<$5M
2004
MC
Moya CampbellVice President and Insurance Professional
<$5M
1-10
Private
-
-
TT
Travis TazawaManager, Cfp Wealth
<$5M
1-10
Private
-
2008
RK
Roland KljunichPresident & CEO
<$5M
1-10
Private
-
2018
JS
Jenna SimpsonVice President, Operations & Financial Advisor
<$5M
1-10
Private
-
-
RW
Rebeca WilliamsExecutive Assistant
<$5M
1-10
Private
-
-
KC
Kaitlyn ChristmasManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Simply Stated Retirement Solutions Tech Stack

A closer look at the technologies used by Simply Stated Retirement Solutions

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Frequently Asked Questions Regarding Simply Stated Retirement Solutions

What is Simply Stated Retirement Solutions's official website?
Simply Stated Retirement Solutions's official website is www.simplystatedrs.com
What is Simply Stated Retirement Solutions's Revenue?
Simply Stated Retirement Solutions's revenue is <$5 Million
What is Simply Stated Retirement Solutions's SIC code?
Simply Stated Retirement Solutions's SIC: 62,628
What is Simply Stated Retirement Solutions's NAICS code?
Simply Stated Retirement Solutions's NAICS: 52,523
How many employees does Simply Stated Retirement Solutions have?
Simply Stated Retirement Solutions has 1-10 employees
What industry does Simply Stated Retirement Solutions belong to?
Simply Stated Retirement Solutions is in the industry of: Finance, Securities Trading
What is Simply Stated Retirement Solutions competition?
Simply Stated Retirement Solutions top competitors include: NuVenture Financial Group, Summit Retirement Solutions, Lighthouse Financial Group, Roland Financial
What technology does Simply Stated Retirement Solutions use?
Some of the popular technologies that Simply Stated Retirement Solutions uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact Simply Stated Retirement Solutions?
Simply Stated Retirement Solutions contact info: Phone number: (843) 960-0080 Website: www.simplystatedrs.com
What does Simply Stated Retirement Solutions do?

Simply Stated Retirement Solutions offers personalized financial planning services aimed at helping individuals manage their wealth and assets for retirement. Their services include retirement income strategies, wealth management, annuities, and Medicare guidance, all designed to simplify the financial planning process. The company targets individu... als seeking clarity and confidence in their financial future, particularly those preparing for retirement. They emphasize a structured approach through their Simplicity Financial Roadmap, which helps clients articulate their goals and create actionable plans.Read More

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

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