Accelerate Retirement
Financial Services
United States
22 employees
- Employees
- 22
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Accelerate Retirement Overview
- Headquarters
- United States
- Website
- accelerateretirement.com
- Industry
- Financial Services
- Employees
- 22
- Founded
- 2018
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Accelerate Retirement
At Accelerate Retirement, we believe in protecting our plan sponsor clients from fiduciary liability. In an ever-growing landscape of ERISA litigation, complex regulations, and evolving compliance demands, we nurture our clients through this esoteric process. We believe that the plan participants we service deserve to have the utmost confidence in their retirement plans. We’re proud to offer the best of both worlds -- the high-touch, personal attention of a boutique advisory firm, backed by extensive resources and experience of a team of retirement plan experts. Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Accelerate Retirement, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Accelerate Retirement unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.
Accelerate Retirement Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Accelerate Retirement Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tim Thurston | Retirement Plan Consultant and Advisor | Dallas, Texas, United States |
Email
Phone
|
| Phillip A. Matheson, Aif®,crpc®,c(k)p® | Helping Plan Sponsors Manage Their Retirement Plan and Employees Obtain Retirement Success. | Aliso Viejo, California, United States |
Email
|
| Kate Dreger | Accelerate Retirement | Green Bay, Wisconsin, United States |
Email
|
| Steve Heussner | Principal at Alkeme Financial Services | Mckinney, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
1 profile
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