Superior Retirement Solutions - Lancaster, Ohio

Address: 121 S Broad St, Lancaster, OH 43130.
Phone: 402420173.
Website: srswm.com
Specialties: Financial advisor, Financial consultant, Financial planner, Income protection insurance agency, Investment service, Life insurance agency.
Other points of interest: Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating.
Opinions: This company has 42 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Superior Retirement Solutions

Superior Retirement Solutions 121 S Broad St, Lancaster, OH 43130

⏰ Open Hours of Superior Retirement Solutions

  • Monday: 10 AM–6 PM
  • Tuesday: 10 AM–6 PM
  • Wednesday: 10 AM–6 PM
  • Thursday: 10 AM–6 PM
  • Friday: 10 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

SUPERIOR RETIREMENT SOLUTIONS - A Premier Financial Services Firm

Superior Retirement Solutions is a highly regarded financial services company located at 121 S Broad St, Lancaster, OH 43130. With a strong commitment to helping clients secure their financial future, they offer a wide range of services including financial planning, investment advice, and insurance solutions.

Specializing in Retirement Planning

At Superior Retirement Solutions, the focus is on assisting clients in planning for a secure and comfortable retirement. Their team of experienced financial advisors works closely with clients to develop personalized strategies that take into account their unique financial situations, goals, and risk tolerances.

Comprehensive Financial Services

In addition to retirement planning, Superior Retirement Solutions provides a full spectrum of financial services. These include:

  • Financial Advisory Services: Offering expert guidance on investment decisions and portfolio management.
  • Financial Consulting: Providing personalized financial planning services tailored to individual needs.
  • Income Protection Insurance: Helping clients secure their financial stability through various insurance solutions.
  • Investment Services: Assisting clients in making informed investment choices to grow their wealth.
  • Life Insurance Agency: Offering a range of life insurance options to protect loved ones financially.

Accessibility and Support

Superior Retirement Solutions is committed to making their services accessible to all clients. They offer onsite services, language assistance to accommodate non-English speakers, and have a wheelchair-accessible entrance, parking lot, restrooms, and seating.

Client Reviews

With a strong reputation in the community, Superior Retirement Solutions has garnered 42 reviews on Google My Business, averaging an impressive 5 out of 5 stars. Clients appreciate the personalized attention, expert advice, and the company's commitment to helping them achieve their financial goals.

Contact Information

For those seeking financial guidance, Superior Retirement Solutions can be reached at 402420173 or visited at their office located at 121 S Broad St, Lancaster, OH 43130. Their website, srswm.com, provides further information and resources.

👍 Reviews of Superior Retirement Solutions

Superior Retirement Solutions - Lancaster, Ohio
Alan C.
5/5

Full Discloser: I am an advisor with over 23 years experience and I am not local to Rob Richie's area, however I have to say that Superior Retirement Solutions goes over and beyond for their clients. I've seen this first hand how they treat their clients, staff, as if they are part of the family. Even though I'm an advisor I know that my own planning for myself and my family can contain certain biases. I was Looking for Someone to get additional professional opinions on industry and specific client Retirement recommendations, then was introduced to Rob and his team by a mutual colleague. I sought out their expertise and added it to my own for the best guidance possible. If you're looking for an advisor to help you plan for your future, look no further than Rob and his Team! Rob has a brilliant mind and is an expert in his field. I always enjoy our conversations. I know for sure that if you are looking for an advisor to take your planning to the next level, Rob is your guy. He and his Team will help guide you and your family to the Retirement Promise Land! If I wasn't in the same field, Rob and his team would be handling my personal, Family, and friends financial planning needs. I feel that confident in Superior Retirement Solutions.

Superior Retirement Solutions - Lancaster, Ohio
Eric B.
5/5

I reached out to Rob for help and had a great conversation. He is very knowledgeable, direct, and compassionate about your needs. Although we weren’t able to work together, I was appreciative of his time and advice. Shout out to Melissa Cone as well, she was very prompt in responding to emails and questions. They seem like a good group over there. Maybe we’ll meet down there road.

Superior Retirement Solutions - Lancaster, Ohio
Anthony T.
5/5

The Richey Family are an absolute delight to work with! I find them to be of the utmost character,. Whether it be Barry, Rob or Dan you will be well served. Their vast years of experience and learning in the subject translates into superior outcomes for their clients and colleagues. Give them questions and you will get the right answers. I could not recommend them enough.

Superior Retirement Solutions - Lancaster, Ohio
Rachael C.
5/5

The full team at SRS has been a pleasure to work with personally and professionally. Doing estate planning and investment advice with the Richey clan has meant a world of difference for me and my extended family. I appreciate their expertise, integrity and guidance around my family’s financial future!

Superior Retirement Solutions - Lancaster, Ohio
Sharon M.
5/5

The team at Superior Retirement Solutions are extremely knowledgeable and helped us set up a complete plan for our retirement. Rob took the time to get to know us and understand our needs and future goals, and worked with us every step of the way. We’re one year in and Rob's recommendations and advice have already proven to be excellent. My only regret is not doing it sooner. Don’t put off planning, make the call and get started today!

Superior Retirement Solutions - Lancaster, Ohio
Tom M.
5/5

Rob and his team are great to work with, they ask the right questions, provide options and give guidance. We have been with Superior Retirement Solutions for a little over a year now and they have been invaluable. When we started with them retirement was something that was three to four years in the future so I wasn’t focused on it but Rob was. As it turns out this year my company wanted to downsize and offered a voluntary severance. My first call was to Rob for his guidance and expertise on the best ways to proceed. Rob and his team guided us through the whole retirement process from filling out all the retirement paperwork, guidance on setting up a family trust, and helped us getting signed up for Medicare. I am happily retired and confident we are in good hands with our retirement experts. Bottom line is they really care about you and your goals. It’s obvious faith and family are very important to them and they treat you like family.

Superior Retirement Solutions - Lancaster, Ohio
Tim R.
5/5

Rob Richey has been an excellent financial advisor for me and my family for the past 13 years. When my mom inherited my dad's retirement, Rob suggested a retirement vehicle for her that made a net return of 11% with zero risk. It was peace of mind for my mom (and me) to not have to be concerned with the daily ups and downs of the stock market.

An important rule of investing is to understand what you are investing in, and I was very pleased that Rob always took the time to explain the ins and outs of how his investment options work using straight-forward talk. If you want to invest your nest egg with peace of mind, Rob is your guy.

Superior Retirement Solutions - Lancaster, Ohio
Darren &. J. S.
5/5

From the moment you start working with Rob Richey's office, you know you're in good hands. The staff is professional, and the office environment is warm and welcoming. Every experience with Rob and his team is exceptional. I can't speak highly enough of their professionalism and dedication.

Go up