Southeast Retirement Planners, Inc Email Formats
Investment Management • 
Hickory, North Carolina, United States • 1-10 Employees
Southeast Retirement Planners, Inc Email Formats
Southeast Retirement Planners, Inc uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@seretirementplanners.com), used 42.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@seretirementplanners.com | 42.9% |
{first initial} | j@seretirementplanners.com | 28.6% |
{first name} | john@seretirementplanners.com | 28.6% |
Key Contact at Southeast Retirement Planners, Inc
Kelle Huffman
Financial Advisor and Director of Trust Services
Company overview
| Headquarters | 74 8th Street SE, Suite 105, Hickory, NC 28602, US |
| Phone number | +18288552067 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Investment Planning, Strategic Financial Planning, Small Business, Retirement Planning, Marketing, Client Service, Estate Planning, Retirement, Tax Management, Retirement Income Planning, Family Wealth Planning, Client Communication, Protection Strategies |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
About Southeast Retirement Planners, Inc
Our team consists of five registered representatives of LPL Financial, Inc. Les Stewart, Ryan Edwards, Bob Fincher, Matt Starnes, and Kelle Huffman firmly believe in the need for financial planning and proper money management for individuals and families of all ages in today's fast paced world. Individual client services include: education planning, estate planning, 401(k) rollovers, asset management, business succession planning, income planning, retirement planning and risk management. "Securities and advisory services offered through LPL Financial, member FINRA/SIPC. To view the privacy policy of our broker-dealer, please go to: https://www.lpl.com/disclosures.html www.finra.org www.sipc.org
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Southeast Retirement Planners, Inc has never raised funding before.
United Kingdom
Frequently asked questions
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