Services Offered
Retirement Planning
Comprehensive strategies to help you achieve financial security and meet your retirement goals with personalized scenarios.
Investment Management
Expert guidance on managing investments to grow your wealth and optimize returns for long-term financial health.
Financial Education
Clear explanations and ongoing support to ensure you understand complex financial concepts and feel confident in your decisions.
Personalized Financial Consulting
Tailored advice and planning services that assess your unique financial situation and goals as if they were our own.
Wealth Management
Holistic management of your assets, including retirement plans, to provide a clear picture and secure your financial future.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
M
Maria Hartlage
via Google
30 days ago
We have used other financial services in the past and we have been most pleased with RetireStrong. They offer exceptional personalized service and treat you like family. We researched several places and are so glad we chose Kyle Fitzpatrick.
T
Tara Cosseyvia Google
about 1 month ago
If you are looking for a trustworthy and reliable financial planner, RetireStrong is the place for you. My husband and I loved working with everyone there! Sheryl was so accommodating and reassuring through the whole process to make sure we were confident and comfortable with the process. Gregg is such a joy to work with and truly speaks to make sure we knew and understood all the complexities of our financial situation and our goals. Kyle has a talent for numbers and planning. He always communicated and outlined everything in a clear way. The whole team has excellent communication skills! It truly felt like they assessed the finances and goals as if they were there own. It seemed counter intuitive at first to spend money to make money but this company is worth every penny! Great trustworthy staff who genuinely want the best for you. Your success is their success! They showed no judgment that we really didn't know what we were doing, only encouragement and positive motivation to reach our goal!
S
Sue S.via Google
8 months ago
I found Kyle and Gregg through the Dave Ramsey Smartvestor Pro site. I had just come from a bad experience with my last advisor and was hesitant to try another firm but knew I needed help. I was very impressed with Kyle after speaking with him on the phone and decided to set up a meeting and I’m so glad I did. Kyle and Gregg went through several different scenarios with me and I finally have a clear picture of my retirement plan. I would definitely recommend the Retire Strong team to any of my friends or family.
E
Eric Svia Google
8 months ago
I've really enjoyed working with Kyle as my financial advisor. He's been consistently responsive with emails and always takes the time to answer my questions thoroughly, explaining everything clearly until I feel confident. What stands out most is the personal touch—Kyle has reached out on special occasions and made an effort to connect beyond just the numbers. I’ve felt completely comfortable and trusting in his care, so much so that I even recommended him to my mom.
D
Dawn Marquartvia Google
8 months ago
Greg and Kyle have helped my husband and me feel confident our financial security before retirement. Before we saw them , we felt like we had no guidance from our advisor. Greg and Kyle have shown us how pulling together all of our retirement plans will work for us. They are on top of everything for us - and we are completely confident in their advice. I couldn’t recommend them more !!
