Strategic Path Retirement

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

102 Broadway St Ste 501, Carnegie, Penns...

Revenue

<$5 Million

Industry

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

About Strategic Path Retirement

Strategic Path Retirement specializes in personalized retirement planning for individuals and corporations, focusing on creating tailored financial strategies that align with clients' goals. The firm emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized without hidden incentives. They offer services for both individual retirement planning and corporate retirement plans, such as 401(k) and 403(b) options. With a commitment to helping clients retire sooner and more comfortably, they provide comprehensive assessments of financial situations to guide effective decision-making.Explore more
Strategic Path Retirement's Social MediaPopular SearchesStrategic Path RetirementStrategic Path LLCSIC Code 62,628NAICS Code 52,523Show more

Strategic Path Retirement Org Chart

PhoneEmail
KM
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Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Path Retirement

<$5M
1-10
Private
<$5M
2020
KM
Karen McCollumOffice Manager
$8.1M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Path Retirement financials insights

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

2024

Debt

$100K

See All Strategic Path Retirement's Financials Insights

Strategic Path Retirement Tech Stack

A closer look at the technologies used by Strategic Path Retirement

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Frequently Asked Questions Regarding Strategic Path Retirement

What is Strategic Path Retirement's official website?
Strategic Path Retirement's official website is www.strategicpathretirement.com
What is Strategic Path Retirement's Revenue?
Strategic Path Retirement's revenue is <$5 Million
What is Strategic Path Retirement's SIC code?
Strategic Path Retirement's SIC: 62,628
What is Strategic Path Retirement's NAICS code?
Strategic Path Retirement's NAICS: 52,523
How many employees does Strategic Path Retirement have?
Strategic Path Retirement has 1-10 employees
What industry does Strategic Path Retirement belong to?
Strategic Path Retirement is in the industry of: Finance, Securities Trading
What is Strategic Path Retirement competition?
Strategic Path Retirement top competitors include: Retirement Plan Advisors, Wealth Advisory Services, SoundHaven Capital Management, Retirement Plan Solutions
What technology does Strategic Path Retirement use?
Some of the popular technologies that Strategic Path Retirement uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
What does Strategic Path Retirement do?

Strategic Path Retirement specializes in personalized retirement planning for individuals and corporations, focusing on creating tailored financial strategies that align with clients' goals. The firm emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized without hidden incentives. They offer services for both individ... ual retirement planning and corporate retirement plans, such as 401(k) and 403(b) options. With a commitment to helping clients retire sooner and more comfortably, they provide comprehensive assessments of financial situations to guide effective decision-making.Read More

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

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