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Success Financial Solutions

Insurance

Specialities :
Wealth planning
Retirement transition
Small business retirement
Keyman & executive planning
Senior retirement plg

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Success Financial Solutions

What does Success financial solutions do?+

Success Financial Solutions is an independent insurance and financial services firm based in Pittsburgh, PA with branch offices in Harrisburg and Columbus, OH. We specialize in retirement transition, pre-retirement wealth accumulation, and post-retirement asset preservation. With a personal, holistic approach, Success Financial Solutions helps you reach your financial goals without impacting your current lifestyle. The managing partners, James Artman and Sandor Zell have a combined industry and business experience of over fifty years. The agency currently represents over 150 companies powered by American Senior Benefits (national marketing company) as our marketing arm. We are dedicated to service and bring significant...

What are Success financial solutions's specialties? +

Wealth planning,retirement transition,small business retirement,keyman & executive planning,senior retirement plg,medicare plg,long term care plg,college savings plg,401k mgt,spousal income,income protection,health insurance,disability,and overhead expense

What is Success financial solutions's industry? +

Success financial solutions operates in the Insurance industry.

What is Success financial solutions's revenue? +

Success financial solutions's revenue is 11m - 100m

What is Success financial solutions's company size? +

Success financial solutions has 11 - 50 employees.

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