The Retirement Team and Next Generation Investing

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

1429 Oread West Dr 110a, Lawrence, Kansa...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About The Retirement Team and Next Generation Investing

Kansas Retirement Team specializes in creating tax-efficient financial plans and portfolios for retirees, helping them retain more of their hard-earned money in retirement. They offer independent, unbiased, fiduciary advice, ensuring that clients receive straightforward and transparent guidance tailored to their needs. The firm is dedicated to simplifying financial planning, making it easy for clients to understand their strategies and the rationale behind them. Located in Lawrence, Kansas, they cater to clients in Northeast Kansas seeking expert financial advisory services for retirement planning and investments.Explore more
The Retirement Team and Next Generation Investing's Social MediaPopular SearchesThe Retirement Team and Next Generation Investing ...SIC Code 62,628NAICS Code 52,523Show more

The Retirement Team and Next Generation Investing Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Retirement Team and N...

<$5M
1-10
Private
-
-
$5.5M
11-50
Private
<$5M
1972
SE
Susan EldridgePresident and CCO
<$5M
11-50
Private
-
2019
<$5M
1-10
Private
-
-
TD
Tasha DonatOperations Associate
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Retirement Team and Next Generation Investing is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Retirement Team and Next Generation Investing is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Retirement Team and Next Generation Investing.

The Retirement Team and Next Generation Investing Tech Stack

A closer look at the technologies used by The Retirement Team and Next Generation Investing

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Frequently Asked Questions Regarding The Retirement Team and Next Generation Investing

What is The Retirement Team and Next Generation Investing's official website?
The Retirement Team and Next Generation Investing's official website is www.retiretopeka.com
What is The Retirement Team and Next Generation Investing's Revenue?
The Retirement Team and Next Generation Investing's revenue is <$5 Million
What is The Retirement Team and Next Generation Investing's SIC code?
The Retirement Team and Next Generation Investing's SIC: 62,628
What is The Retirement Team and Next Generation Investing's NAICS code?
The Retirement Team and Next Generation Investing's NAICS: 52,523
How many employees does The Retirement Team and Next Generation Investing have?
The Retirement Team and Next Generation Investing has 1-10 employees
What industry does The Retirement Team and Next Generation Investing belong to?
The Retirement Team and Next Generation Investing is in the industry of: Finance, Securities Trading
What is The Retirement Team and Next Generation Investing competition?
The Retirement Team and Next Generation Investing top competitors include: Eldridge Investment Advisors, Nicolette Financial Advisors, Point Wealth, Southbridge Advisors
What technology does The Retirement Team and Next Generation Investing use?
Some of the popular technologies that The Retirement Team and Next Generation Investing uses are: WordPress.org, PHP, Google Font API, SoundCloud Widget
What does The Retirement Team and Next Generation Investing do?

Kansas Retirement Team specializes in creating tax-efficient financial plans and portfolios for retirees, helping them retain more of their hard-earned money in retirement. They offer independent, unbiased, fiduciary advice, ensuring that clients receive straightforward and transparent guidance tailored to their needs. The firm is dedicated to simp... lifying financial planning, making it easy for clients to understand their strategies and the rationale behind them. Located in Lawrence, Kansas, they cater to clients in Northeast Kansas seeking expert financial advisory services for retirement planning and investments.Read More

What are The Retirement Team and Next Generation Investing social media links?
The Retirement Team and Next Generation Investing Linkedin page The Retirement Team and Next Generation Investing Facebook page
Is The Retirement Team and Next Generation Investing a public company?
The Retirement Team and Next Generation Investing is private company therefore does not currently have an official ticker symbol
See more information about The Retirement Team and Next Generation Investing

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