Tag: Press

Strategic Retirement Partners Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews

InvestmentNews has recognized Strategic Retirement Partners (SRP) as a 2020 Best Places to Work for Financial Advisers.

Strategic Retirement Partners was chosen as one of this year’s top-75 firms based on employer and employee surveys, evaluating company culture, benefits, career paths, and more.

Jeff Cullen, SRP’s Managing Partner shared “Work-life balance is the theme at Strategic Retirement Partners where 70% of the team works from home in a cloud-based environment. SRP’s talent and culture centric philosophy toward human capital is their “Secret Sauce” in attracting and retaining top-tier advisors. Advisors benefit from a suite of services including operational support, relationship management, innovative IT solutions, marketing, and investment research.”

Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture,” said George Moriarty, InvestmentNews chief content officer. “They are role models to the industry, in that they empower advisers to focus on delivering exceptional service to their clients.”

Strategic Retirement Partners is highlighted in the April 27th issue of InvestmentNews and at bestplacesforadvisers.com.

 

 

About INVESTMENTNEWS
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, their standard of editorial excellence and deep industry knowledge has allowed InvestmentNews to educate, inform and engage the most influential financial advisers. Through their weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. Headquartered in New York, with offices in Chicago and Washington D.C., InvestmentNews is part of London-based Bonhill Group plc. Learn more at www.InvestmentNews.com.

About Strategic Retirement Partners
Strategic Retirement Partners is a nationwide independent retirement plan consulting services firm dedicated to providing guidance in decision-making and problem solving to employers and sponsors of retirement plans. With 20 offices from coast to coast, Strategic Retirement Partners currently consults on over 795 corporate and non-profit plans and over $11 billion in assets as of January 1, 2020.

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services

Strategic Retirement Partners Expands in Texas

Ann-Marie Sepuka and her team have joined Strategic Retirement Partners (SRP), one of the leading retirement plan aggregators in the US. For over two decades, Ann-Marie has worked with companies to help them implement retirement plan solutions that give their employees the confidence in saving for retirement.

When asked why she is making a move now, Ann-Marie states, “I am constantly looking for new ways to add value to our loyal client base. SRP’s operational support and technology solutions allow my team to focus on what I love to do, which is find fresh new approaches for my current and prospective retirement plan clients, while feeling confident that those operational tasks are in the best hands. In addition, the advisor network at SRP offers an environment where collaboration amongst like-minded peers is the norm.”

As part of joining SRP, Ann-Marie will additionally have the resources and strength of Global Retirement Partners (GRP) at her fingertips. Global Retirement Partners is a nationally recognized leader in the retirement plan consulting space, surpassing $38B in plan assets with over 120 offices and 220+ of the country’s leading financial advisors.

Ann-Marie’s career in the financial services industry spans over two decades. She was an officer at First Union Bank in Miami and later managed her own tax-consulting firm, which focused on corporate tax accounting services. Ann-Marie then hung up her CPA hat and joined Raymond James & Associates as a financial advisor serving both corporate retirement plans and individual clients. She joined The Noble Group in 2006 to serve as manager of their Corporate Retirement Plan team.

“Ann-Marie and her team make a fantastic addition to SRP,” SRP’s Managing Partner, Jeff Cullen, shared. “She brings passion, honesty, and detailed approach to this work. Ann-Marie offers measurable outcomes and solutions to companies who are holistic about their benefit plans- employers who want to look beyond a traditional plan.”

About Strategic Retirement Partners
Strategic Retirement Partners is a nationwide independent retirement plan consulting services firm dedicated to providing guidance in decision-making and problem solving to employers and sponsors of retirement plans. With offices from coast to coast, Strategic Retirement Partners currently consults on over 720 corporate and non-profit plans and $10 billion in assets as of April 1, 2019.

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.