http://www.srretirement.com
Toll Free: (888) 886-4117
Main: (248) 740-1420
Fax: (248) 740-1465
Service Area:
Troy, Bloomfield Hills, Birmingham, Rochester Hills, Southfield, Shelby Township, Clawson, Royal Oak, Sterling Heights
Business Type:
Investments, Retirement, Mutual Funds, Investing, Roth IRA, 401k, Financial, Retirement Planning, Financial Consultants
Call us today to learn more about our Bible based financial workshops!!!! Some of our most requested seminars: But What If I Live--Social security, taxes, investing, health care and more IRA & Withdrawals--Learn all about IRA's, taxes, beneficiaries and more Estate Preservation Six Mistakes Retirees Make--Six most common mistakes Long Term Care Annuities
Bible Based Financial Stewardship / Workshops / Seminars
What We Do:
Strategic Retirement Services is a full service investment and insurance consulting firm. We specialize in retirement planning, estate analysis, investment tax strategies, 401k and IRA rollovers and transfers. We enjoy helping non-profit organizations and their members make smart financial decisions. Strategic Retirement Services works with individuals, families and businesses, offering financial advice, investment options, retirement plans and more. It is our goal to provide you with the information and tools you need to make knowlegable and profitible financial decisions. Be sure to tune in to our "Common Cents" talk show every Saturday from 11:00 a.m. to 12:00 p.m. on WDTK 1400 AM.
Business Products:
Securities offered through Questar Capital CorporationMember FINRA/SIPCAdvisory Services through Questar Asset ManagementA registered investment advisorSRS is independent of QCC and QAM
Business Services:
Financial Planning, Registered Investment Advisor, Investments, Insurance Consulting, Retirement Planning, Estate Analysis, Investment Tax Strategies, 401k Rollovers, 401k Transfers, IRA Rollovers, IRA Transfers, College Funding, Retirement Strategies, Gifting
Specialties:
IRA, Insurance, Investment, Estate Analysis, Estate Planning, Charitable Giving, Tax Strategies, Financial, Workshop, Seminar, Guest Speaker, Christian, Bible Based, Educator, Talk Show HostWe proudly serve the following cities and counties:Troy, Clawson, Birmingham, Royal Oak, Bloomfield Hills, Berkley, Madison Heights, Southfield, Sterling Heights, Franklin, Huntington Woods, Pleasant Ridge, Warren, Oak Park, Rochester, Ferndale, Pontiac, Hazel Park, Utica, Auburn Hills, Keego Harbor, Detroit, Center Line, Farmington, Highland Park, West Bloomfield, Waterford, Redford, Fraser, Clinton Township, Hamtramck, Lake Orion, Roseville, Eastpointe, Drayton Plains, Livonia, Macomb, Oakland, Harper Woods, Union Lake, Saint Clair Shores, Mount Clemens, Washington, Walled Lake, Dearborn, Novi, White Lake, Dearborn Heights, Commerce Township, Clarkston, Grosse Pointe, River Rouge, Harrison Township, Northville, Lakeville, Garden City, Ray, Wixom, Westland, Melvindale, Leonard, Oxford, Inkster, New Haven, New Baltimore, Romeo, Allen Park, Ecorse, Milford, Highland, Lincoln Park, Plymouth, Canton, Wayne, Davisburg, Taylor, Ortonville, Salem, New Hudson, Armada, Milford, Southgate, Wyandotte, Romulus, Dryden, South Lyon, Almont, Riverview, Fair Haven, Anchorville, Richmond, Holly, Metamora, Hartland, Allenton, Harsens Island, Casco, Belleville, Trenton, Grosse Ile, Hadley, Goodrich, Ypsilanti, Algonac, Brighton, Oakland County, Macomb County, Wayne County, Washtenaw County
Awards & Certifications:
MDRT - CFS - CSA
Business Associations:
Financial Planning Association (FPA)Kingdom AdvisorsChamber of Commerce
Year Founded:
1996
Number of Locations:
1