The Strategic Retirement Benefits Group Revenue

Financial Services • Salem, New Hampshire, United States • 1-10 Employees

The Strategic Retirement Benefits Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contacts at The Strategic Retirement Benefits Group

Michaela F. Scott

Principal And Founder, 401K/403B Advisor

Kate Zimmerman

Director Of Retirement Plan Education & Financial Planning

Company overview

Headquarters	Salem, New Hampshire, United States
Website	strategicretirementbenefits.com
NAICS	52
Keywords	401K, Retirement Planning, Financial Planning, 403B, Retirement Consulting
Employees	1-10

About The Strategic Retirement Benefits Group

The Strategic Retirement Benefits Group is a uniquely qualified fiduciary advisor team. Companies and individuals that want to get the most out of their Retirement Plan and financial benefits partner with us as their trusted advisor. We specialize in providing expert fiduciary advice and tailored solutions to help employers establish and maintain successful retirement plans that meet the needs of their workforce while staying compliant with regulatory requirements. A well-designed and effectively managed retirement plan is an essential component of a comprehensive employee benefits package. SRBG is the Retirement Plan subject matter expert for Borislow Insurance. Your company sponsored retirement plan and other financial benefits change the lives of employees and help drive company success. Let’s connect to discover how we can help achieve your goals to offer of a best-in-class, compliant, appreciated and 100% managed Retirement Plan. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 23 Keewaydin Drive, Ste. 205, Salem, NH 03079 978-689-6971

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Director

Entry

Employees by Department

The Strategic Retirement Benefits Group has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

The Strategic Retirement Benefits Group has never raised funding before.

Frequently asked questions

The Strategic Retirement Benefits Group is located in Salem, New Hampshire, US.

The Strategic Retirement Benefits Group generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

The Strategic Retirement Benefits Group has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Strategic Retirement Benefits Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at The Strategic Retirement Benefits Group

Michaela F. Scott

Principal And Founder, 401K/403B Advisor

Kate Zimmerman

Director Of Retirement Plan Education & Financial Planning

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