Strategic Retirement Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

515 SW Camden Ave, Stuart, Florida, 3499...

Phone Number

(772) 781-4700

Revenue

<$5 Million

Industry

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

About Strategic Retirement Group

Strategic Retirement Group is an independent financial planning and investment management firm based in Stuart, Florida. The firm acts as fiduciaries, prioritizing the best interests of their clients while offering comprehensive financial planning and wealth management services. They provide objective advice and access to a wide range of investment options tailored to individual client needs. Their target clients include individuals seeking retirement planning, investment management, and other financial services.Explore more
Strategic Retirement Group's Social MediaPopular SearchesStrategic Retirement GroupMichael HartmanStrategic Retirement Group IncMichael P HartmanSIC Code 62,628NAICS Code 52,523Show more

Strategic Retirement Group Org Chart

PhoneEmail
DH
United States flag for contact location.

Client Relations Coordinator

PhoneEmail
SR
United States flag for contact location.

Investment Management Analyst

PhoneEmail
BA
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Retirement Grou...

<$5M
1-10
Private
-
1989
DH
Doreen HarwoodClient Relations Coordinator
$6.7M
11-50
Private
-
1998
MJ
Matt JanickiWealth Management Advisor
<$5M
1-10
Private
-
1980
CF
Curtis FranciscoFounder & President
<$5M
11-50
Private
<$5M
2001
DC
Donald CullenChief Financial Officer & Manager, Tax
<$5M
1-10
Private
-
2000
ES
Edward SnyderCo-Founder & President
<$5M
1-10
Private
-
2016
AZ
Anita ZhuChief Investment Officer
<$5M
1-10
Private
-
1996
GN
Gary NelsonPractice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Retirement Group Tech Stack

A closer look at the technologies used by Strategic Retirement Group

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Frequently Asked Questions Regarding Strategic Retirement Group

What is Strategic Retirement Group's official website?
Strategic Retirement Group's official website is www.mysrg.net
What is Strategic Retirement Group's Revenue?
Strategic Retirement Group's revenue is <$5 Million
What is Strategic Retirement Group's SIC code?
Strategic Retirement Group's SIC: 62,628
What is Strategic Retirement Group's NAICS code?
Strategic Retirement Group's NAICS: 52,523
How many employees does Strategic Retirement Group have?
Strategic Retirement Group has 1-10 employees
What industry does Strategic Retirement Group belong to?
Strategic Retirement Group is in the industry of: Finance, Securities Trading
What is Strategic Retirement Group competition?
Strategic Retirement Group top competitors include: Asset Advisory Services, Quantis Wealth Management, Financial Foundations, Oaktree Financial Advisors
What technology does Strategic Retirement Group use?
Some of the popular technologies that Strategic Retirement Group uses are: DocuSign, Cloudflare Website Optimization, Datadog, Vimeo
How do I contact Strategic Retirement Group?
Strategic Retirement Group contact info: Phone number: (772) 781-4700 Website: www.mysrg.net
What does Strategic Retirement Group do?

Strategic Retirement Group is an independent financial planning and investment management firm based in Stuart, Florida. The firm acts as fiduciaries, prioritizing the best interests of their clients while offering comprehensive financial planning and wealth management services. They provide objective advice and access to a wide range of investment... options tailored to individual client needs. Their target clients include individuals seeking retirement planning, investment management, and other financial services.Read More

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

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