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Scott Retirement Advisors

Scott Retirement Advisors

Financial ServicesFlag of USThousand Oaks, California, United States1-10 Employees

Company overview

HeadquartersThousand Oaks, California, United States
Phone number+18057503711
Website
NAICS52
Employees1-10

Key Contact at Scott Retirement Advisors

Flag of US

Holly Scott

President

Scott Retirement Advisors Email Formats

Scott Retirement Advisors uses 1 email format. The most common is {first name} (e.g., john@scottretireadvisors.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@scottretireadvisors.com
100%

About Scott Retirement Advisors

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.

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Scott Retirement Advisors revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Scott Retirement Advisors has never raised funding before.

Scott Retirement Advisors Tech Stack

Discover the technologies and tools that power Scott Retirement Advisors's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

GoDaddy

Hosting

GoDaddy Website Builder

GoDaddy Website Builder

CMS

Open Graph

Open Graph

Miscellaneous

HSTS

HSTS

Security

RequireJS

RequireJS

JavaScript frameworks

React

React

JavaScript frameworks

PWA

PWA

Miscellaneous

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Scott Retirement Advisors is located in Thousand Oaks, California, US.
You can reach Scott Retirement Advisors at +18057503711.
Scott Retirement Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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