A complete list of active advisors currently associated with S Squared Retirement Solutions LLC
Warmer can help you find a great advisor at S Squared Retirement Solutions LLC or one who fits your needs even better.
S Squared Retirement Solutions LLC provides financial planning, discretionary investment management, and the recommendation and monitoring of third‑party advisers to individuals (including high‑net‑worth clients), charities, and business entities. The firm also offers tailored consulting related to real‑estate investing through self‑directed IRAs. The firm builds individualized asset allocations and uses fundamental analysis when selecting securities, typically employing ETFs, mutual funds, stocks, bonds, REITs and, in certain client situations, opportunity zone investments. Portfolios are managed on a discretionary basis with ongoing monitoring and periodic client reviews, and the firm may act as a co‑adviser to third‑party managers accessed via the Envestnet platform. Distinctive aspects of the firm include that the principal and its investment adviser representatives are licensed life insurance agents and may recommend insurance products, a relationship the brochure discloses and describes as a potential conflict of interest that the firm seeks to mitigate through fiduciary duties and client disclosure. The firm also emphasizes real‑estate‑focused services — including advising on opportunity zone funds and advising clients on self‑directed IRA real estate transactions — and uses third‑party platforms and custodians such as Envestnet and Charles Schwab in delivering its services.
To learn more about the advisors currently working at S Squared Retirement Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse S Squared Retirement Solutions LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 2
| |
Montville, NJ
| 33
|
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