Retirement Income Source SFG
Financial Services
Westbrook, Connecticut, United States
28 employees
- Employees
- 28
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Retirement Income Source SFG Overview
- Headquarters
- Westbrook, Connecticut, United States
- Phone Number
- Available in AeroLeads
- Website
- scrantonfinancialgroup.com
- Industry
- Financial Services
- Employees
- 28
- Founded
- 1992
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Retirement Income Source SFG
Scranton Financial Group is a financial firm located in Westbrook, Connecticut. They are passionate about educating their clients and ensuring that they fully understand why their recommended strategies for protecting and growing their assets are the right ones. Unlike other firms, Scranton’s number #1 priority is to build strong client relationships through ongoing communication, regular educational workshops, and client appreciation events. Their experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocations, overpaying on taxes, or lack of catastrophic health care planning. Their seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEC.GOV Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities.
Retirement Income Source SFG Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Retirement Income Source SFG Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jeff R. | Helping Clients Understand |
View
|
|
| Lukas Pawlowski | Financial Advisor | New York City Metropolitan Area, United States |
Email
Phone
|
| Shannon Pentell | I Am the Assistant Controller for Sound | Westbrook, Connecticut, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Manager
3 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Marketing | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
| Legal | 1 | 1 | 0 |
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