Verified recordFinancial Services

Scott M. Lippa

Managing Director at Strategic Retirement Partners

Based in Rochester, United States

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Seniority

Director

Department

General Business & Management

Location

Rochester

Industry

Financial Services

Company size

122

Contact information

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Email

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s•••••••@srpretire.com

Phone

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Background

About Scott M. Lippa

At SRP our goals are simple – help as many employees get on, and stay on track for their personal best retirement outcome, and unburden the company’s resources from as much retirement plan “administrivia” as possible. Employees and corporate management don’t want to be unnecessarily distracted by worries about retirement or running their retirement plan, and we give them the tools and support they need to reduce financial stress, improve productivity, and focus on serving clients and growing their business.Strategic Retirement Partners is a nationwide independent retirement plan consulting firm and consults on over 975 corporate and non-profit plans representing the retirement aspirations of hundreds of thousands of employees. It’s a huge responsibility – one that we wake to every day with a renewed and unparalleled commitment to excellence, supported by the latest technology, deep research capabilities, operational efficiencies and a craftsman-like focus on detail.Each of our offices is led by a Managing Director and staffed by a highly credentialed group of professionals who share a common business philosophy and objective: To deliver best-in-class resources, service standards, and expertise to better serve our clients, always striving to help them achieve their financial goals.If we don’t look and sound like “Wall Street,” it’s intentional. We adhere to operating principles and values that emphasize independence, work ethic, and a laser-focus on the needs of our clients.Let's see what Strategic Retirement Partners can do for advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.

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