Retirement Strategies, Inc.

Retirement Strategies, Inc. (CRD# 134385) is a financial advisory firm headquartered in Jacksonville, FL. They manage $274,397,075 in 1,144 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    1,144
    ACCOUNTS
  • Average Account Value
    $239,858
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, SC

Financial Advisors at Retirement Strategies, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Tiffany M. Beard
CRD#: 5013468
10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL 32256
96
Wealthminder
score

Tiffany Beard (CRD# 5013468) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 12 years of experience in the finance industry. Tiffany Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jesse A. Crews
CRD#: 5012254
9471 Baymeadows Road, Suite 303, Jacksonville, FL 32256
96
Wealthminder
score

Jesse Crews (CRD# 5012254) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 11 years of experience in the finance industry. Jesse Crews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas J. Haggerty
CRD#: 4230340
10751 Deerwood Park Boulevard, Suite 302, Jacksonville, FL 32256
96
Wealthminder
score

Thomas Haggerty (CRD# 4230340) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 9 years of experience in the finance industry.

4
Mary Beth Neeley
CRD#: 1763380
9471 Baymeadows Road, Suite 303, Jacksonville, FL 32256
96
Wealthminder
score

Mary Beth Neeley (CRD# 1763380) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 29 years of experience in the finance industry. Mary Beth Neeley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Patricia G. Lawrence
CRD#: 2326987
7077 Bonneval Road, Suite 340, Jacksonville, FL 32216
93
Wealthminder
score

Patricia Lawrence (CRD# 2326987) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 21 years of experience in the finance industry.

6
John R. Pope
CRD#: 1086200
7077 Bonneval Road, Suite 340, Jacksonville, FL 32216
93
Wealthminder
score

John Pope (CRD# 1086200) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 34 years of experience in the finance industry.

7
James W. Carr
CRD#: 1967526
10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL 32256
86
Wealthminder
score

James Carr (CRD# 1967526) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 28 years of experience in the finance industry. James Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William S. Hart
CRD#: 2327251
10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL 32256
86
Wealthminder
score

William Hart (CRD# 2327251) is an Investment Advisor Representative working at Retirement Strategies, Inc. in Jacksonville, FL and has over 23 years of experience in the finance industry. William Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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