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The IRA Specialists

Founded 1998 United States Englewood, United States 1 employees Finance

General Information

Company Name The IRA Specialists
Founded Year 1998
Location United States Englewood, United States +1
Employees 1
Industries Finance
Social

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About The IRA Specialists

The IRA Specialists is a finance startup founded in 1998 that aims to address the changing landscape of retirement planning. As traditional pension plans become less common, individuals are increasingly responsible for funding their own retirement through vehicles such as 401(k) plans and IRAs. The company recognizes the need for expert guidance in making investment decisions and managing retirement savings as people navigate through multiple career changes. The IRA Specialists offer assistance for individuals considering whether to leave their retirement plan with a former employer, roll funds into a new employer’s plan, or manage their own IRA. Positioned in the finance industry, the company provides securities through LPL Financial and offers investment advisory services through Householder Group Estate and Retirement Specialists LLC. While the headquarters location is not specified, the company's services are limited to residents of specific states. The absence of details on recent investments and investors suggests the potential for seeking venture capital to scale its operations and expand its reach.

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FAQ About The IRA Specialists

The days are long gone when someone goes to work for a company in his or her twenties, spends thirty to forty years with that company, and then retires with a nice pension and a gold watch. Since the advent of the 401(k) plan in 1974, we have seen companies increasingly shift the burden of planning...
The IRA Specialists was founded in 1998.
The IRA Specialists is headquartered in Englewood, United States.
The IRA Specialists operates in the following industries: Finance.
The IRA Specialists has approximately 1 employees.
Top alternatives and competitors to The IRA Specialists include Horizons Financial Group, Alpha Pension Group, Summit Financial Corp, Capital Planning Wealth Management, The Noble Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The IRA Specialists and Horizons Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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