Scott Retirement Advisors, Inc.
Financial Services
Thousand Oaks, California, United States
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Scott Retirement Advisors, Inc. Overview
- Headquarters
- Thousand Oaks, California, United States
- Website
- scottretireadvisors.com
- Industry
- Financial Services
- Employees
- 4
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Scott Retirement Advisors, Inc.
Our expertise empowers business owners to minimize taxes and build wealth through customized plan designs tailored to their unique circumstances. The personalized service we provide ensures long-term financial success and security. We are a TPA firm specializing in administration and design of qualified retirement plans, typically catering to small companies (<100 employees). Our expertise lies in crafting customized Cash Balance/DC combinations, offering a high-touch personalized service to our clients. We prioritize accuracy and timeliness in our work product while delivering personal attention to anticipate and meet our clients’ needs effectively. Our culture is rooted in teamwork, honesty, creativity, and a growth philosophy, all driven by a shared passion for delivering exceptional service to our growing network of clients.
Scott Retirement Advisors, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Scott Retirement Advisors, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ryan Scott | Retirement Plan Administrator | Bend, Oregon, United States |
Email
|
| Janice Morales | Operations Manager | Thousand Oaks, California, United States |
Email
Phone
|
| Alyson Santiago | Student at Moorpark College Business Administration |
View
|
|
| Holly Scott | Cpc Erpa Cfp®, Your Pal (Pension Answer Lady) | Thousand Oaks, California, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
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