Scott Retirement Advisors
Financial Services • 
Thousand Oaks, California, United States • 1-10 Employees
Company overview
| Headquarters | Thousand Oaks, California, United States |
| Phone number | +18057503711 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Scott Retirement Advisors
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Scott Retirement Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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.
Hosting
CMS
Miscellaneous
Security
JavaScript frameworks
JavaScript frameworks
Miscellaneous
Canada
South Africa
Frequently asked questions
4.8
40,000 users
