Financial Strategies Retirement Partners (FSRP)
Financial Services • 
Bedford, New Hampshire, United States • 11-20 Employees
Company overview
| Headquarters | 3 Executive Park Dr, Suite 205, Bedford, NH 03110, US |
| Phone number | +16036270663 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Wealth Management, Investment Management, 401K, Retirement Income Planning, Social Security Claiming Strategies, 401K Advisory |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
Key Contacts at Financial Strategies Retirement Partners (FSRP)
Valerie Mcclendon
Director Of Retirement Plan Design
Brian Lampron
Director Of Advisory Services
Financial Strategies Retirement Partners (FSRP) Email Formats
Financial Strategies Retirement Partners (FSRP) uses 2 email formats. The most common is {first name} (e.g., john@fsrp.net), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@fsrp.net | 70% |
{first initial} | j@fsrp.net | 30% |
About Financial Strategies Retirement Partners (FSRP)
Financial Strategies Retirement Partners (FSRP) is an independent investment management firm specializing in 401k plans and individual wealth management. Our team of 25 professionals advises on assets of $2.43 billion in retirement plans and wealth management accounts as of 3/24/2025. On the 401k team, we partner with employers to address fiduciary responsibilities and develop financial wellness initiatives that guide employees to successful retirement outcomes. In the wealth management arena, we help our clients develop tax efficient strategies for investing, with a focus on reliable retirement income creation and generational wealth growth. We are proud of our affiliation with Commonwealth Financial Network, one of the largest privately-held independent Registered Investment Advisers and broker/dealers in the nation.** FSRP is also a Registered Investment Adviser and we function as co-fiduciaries on each 401k plan we manage. **As of 12/31/24 , based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Financial planning offered through Financial Strategies Retirement Partners and fixed insurance products are separate and unrelated to Commonwealth. Financial Strategies Retirement Partners (FSRP), 3 Executive Park Drive, Suite 205, Bedford, NH 03110, 603-627-1463. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html"www.commonwealth.com/termsofuse.html.
Financial Strategies Retirement Partners (FSRP) revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Strategies Retirement Partners (FSRP) has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Financial Strategies Retirement Partners (FSRP) has never raised funding before.
Financial Strategies Retirement Partners (FSRP) Tech Stack
Discover the technologies and tools that power Financial Strategies Retirement Partners (FSRP)'s digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Canada
FranceFrequently asked questions
4.8
40,000 users
