Retirement Income Source SFG

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
Industry
Financial Services
Employees
28
Founded
1992
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Jeff R. Helping Clients Understand
View
Lukas Pawlowski Financial Advisor
Email Phone
Shannon Pentell I Am the Assistant Controller for Sound
Email

Employees by Management Level

Individual contributor 5 profiles
Manager 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Marketing 1 1 1
Finance 1 1 0
Sales 1 1 0
Legal 1 1 0

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