Retirement Income Source SFG

Scranton Financial Group is a financial firm located in Westbrook, Connecticut. They are passionate about educating their clients and ensuring that they fully understand why their recommended strategies for protecting and growing their assets are the right ones. Unlike other firms, Scranton’s number #1 priority is to build strong client relationships through ongoing communication, regular educational workshops, and client appreciation events. Their experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocations, overpaying on taxes, or lack of catastrophic health care planning. Their seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEC.GOV Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities.

网站

https://scrantonfinancialgroup.com

Retirement Income Source SFG的外部链接

所属行业

金融服务

规模

2-10 人

总部

Westbrook，Connecticut

类型

私人持股

创立

1992

领域

Retirement Planning、Educational Workshops、Asset Allocation、Financial Coaching、Tax Strategies和Long-term Care