Retirement Partner Advisors
Financial Services
111 Second Avenue N.e.
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Retirement Partner Advisors Overview
- Headquarters
- 111 Second Avenue N.e.
- Phone Number
- Available in AeroLeads
- Website
- rpa-401k.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2017
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Retirement Partner Advisors
Retirement Partner Advisors unites the individual Knowledge of the financial industry’s leading counselors. With over 85 years of collective experience, we were founded to help companies strengthen their retirement plans, enhance their portfolios, and to empower individual investors through holistic wealth management planning. Partnerships are the cornerstone principle that led to the formation of our firm. As a consortium of fiduciary specialists, we are dedicated solely to act in the best interests of our clients. With affiliates across the country, our network of advisors extends from South Carolina and Florida to Puerto Rico and beyond. We are backed by the support of Resource Investment Advisors (RIA), a retirement plan focused and industry leading firm. Having set the standard of success in the financial world for over 30 years, RIA is an SEC-registered investment advisor with over $39 billion in assets under management. As a team, we focus our knowledge and resources on providing the highest level of service and leadership. Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Retirement Partner Advisors are not affiliated with Triad Advisors, LLC.
Retirement Partner Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Retirement Partner Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Doug Mccarthy, Crps, Cpfa | Managing Partner Madison Financial | Greenville-spartanburg-anderson, South Carolina Area, United States |
Email
Phone
|
| Javier Cordero | Asesor De Planes De Retiro - Ayudo | San Juan, Puerto Rico |
Email
|
| Sean Orick, Aif®, Cpfa | Husband, Father, Investment Steward | St Petersburg, Florida, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Executive | 1 | 1 | 0 |