Retirement Strategies Overview

  • Founded
  • 1994
  • Status
  • Acquired/​Merged
  • Employees
  • 13
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Retirement Strategies General Information


Provider of independent financial advisory services. The company's services are focused on on providing holistic financial planning and investment management services, enabling clients nearing retirement to support their goals and dreams.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 10751 Deerwood Park Boulevard
  • Suite 302
  • Jacksonville, FL 32256
  • United States
+1 (904) 000-0000
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Retirement Strategies Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Retirement Strategies Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of independent financial advisory services. The company's services are focused on on providing holistic financi
Other Financial Services
Jacksonville, FL
13 As of 2018

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00000-0000 000000000
Deerfield, IL


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00000 000000000 00000000
Raleigh, NC
000 As of 0000
000000000 00 00000
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Retirement Strategies Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
GCG Financial Private Equity-Backed Deerfield, IL 000000000000
00000000 000000000 Private Equity-Backed Raleigh, NC 000 00000 000000000 00 00000
00000000 00000000 Private Equity-Backed Newport Beach, CA 000 0000 000000000 0000
00000 000000000 00 Formerly PE-Backed New York, NY 0000 00000 000000 - 000 00000
00000000000 000000 Corporation
You’re viewing 5 of 5 competitors. Get the full list »

Retirement Strategies Executive Team (3)

Name Title Board Seat Contact Info
Marybeth Neeley Chief Compliance Officer & Partner
Bill Carr Co-Founder & Partner
You’re viewing 2 of 3 executive team members. Get the full list »

Retirement Strategies Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Retirement Strategies Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000000 00 17-Dec-2013 000000000000000000 Consulting Services (B2B) 0000 0000
To view Retirement Strategies’s complete acquisitions history, request access »