Company lists · Data refreshed September 2026
Top 25 Social security planning services based in the United States
RevenueBase identified 396 company matches for social security planning services associated with the United States as of September 2026 and tracks 1,978 professional contacts across them, including 646 with verified work emails. Greenville is the largest hub.
This list covers company matches for social security planning services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest social security planning services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 264 contacts → | ||||
Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 57 contacts → | ||||
Exact match “The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 53 contacts → | ||||
Exact match “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 52 contacts → | ||||
Exact match “Experience the power of a premier Mountain West brokerage with the heart of a local agency.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 43 contacts → | ||||
Exact match “We, at FESA, help Americans maximize their benefits to be fully prepared for retirement, ensuring the maximum amount of income while paying the least in taxes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 31 contacts → | ||||
Exact match “Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “PARCO specializes in serving the retirement needs of anyone with a pension, along with their families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 29 contacts → | ||||
Exact match “We help individuals and families work toward achieving their financial goals and maximizing their retirement!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “Retirement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 26 contacts → | ||||
Exact match “We are financial advisors who help you strategize your retirement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 23 contacts → | ||||
Exact match “We’re a team of passionate professionals dedicated to helping people nearing retirement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 20 contacts → | ||||
Exact match “The Haslauer Group would like to help you with your retirement plan consulting and administration services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “At The Pension Group, we help individuals retire with confidence and clarity.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 18 contacts → | ||||
Exact match “You have worked your entire career for this moment and accumulated $1 million, maybe more.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “With almost 2,800 regulations that govern Social Security, it’s not surprising that few people understand how to get the most from it.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “Federal Retirement Experts (FRE) is a veteran-owned family firm helping federal employees maximize benefits with tailored retirement and financial guidance from licensed coaches.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 15 contacts → | ||||
Exact match “Infinity Strategic Partners consults with individuals, families, small to mid-size businesses and their leaders on various aspects of financial planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “There are a plethora of financial options available to you in retirement, but the important question is what should you do?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “We help people prepare for retirement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “Utah Senior Planning incorporates an innovative approach to helping seniors prepare for long-term needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “ReJoyce Financial is a full service Retirement Income Planning Firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “At Emparion, we are a leading provider of retirement services and strategic fringe benefit planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “social security planning services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 396 social security planning services based in the United States
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Social security planning services based in the United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 396 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “social security planning services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 646 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “social security planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many social security planning services are there based in the United States?
RevenueBase identified 396 company matches for social security planning services associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
AIG Retirement Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most social security planning services?
Greenville leads with 6 company records, followed by Scottsdale (6) and Troy (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 646 professional contacts with verified work emails tracked across these 396 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 396 social security planning services based in the United States. Start with a free account, no credit card.
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Social security planning services by geography
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Social security planning services based in Brazil
- Social security planning services based in France
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 social security planning services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 396 matching company records for social security planning services based in the United States, with 1,978 tracked contacts and 646 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 social security planning services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  AIG Retirement Servicescorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  The Benefit Practicebenefitpractice.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 57 contacts → |
“The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Peak Retirement Planning, INCpeakretirementplanning.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 53 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Legacy Insurance & Financial Servicesbecauseweprotect.com HQ: West Jordan, UT, United StatesReported employees: 51-200 | West Jordan, UT, United States | 51-200 | Exact match | 52 contacts → |
“Experience the power of a premier Mountain West brokerage with the heart of a local agency.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Team Fesagofesa.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 43 contacts → |
“We, at FESA, help Americans maximize their benefits to be fully prepared for retirement, ensuring the maximum amount of income while paying the least in taxes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Singer Wealthsingerwealth.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 31 contacts → |
“Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  PARCOgoparco.comHQ: Washington, DC, United StatesReported employees: Not recorded | Washington, DC, United States | Not recorded | Exact match | 31 contacts → |
“PARCO specializes in serving the retirement needs of anyone with a pension, along with their families.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Trunorth Advisorsretiretrunorth.comHQ: Greenville, SC, United StatesReported employees: 11-50 | Greenville, SC, United States | 11-50 | Exact match | 29 contacts → |
“We help individuals and families work toward achieving their financial goals and maximizing their retirement!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  DUEdue.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 29 contacts → |
“Retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fefa Financialfefafinancial.comHQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 26 contacts → |
“We are financial advisors who help you strategize your retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sound Planning Groupmyspg.com HQ: Kirkland, WA, United StatesReported employees: 11-50 | Kirkland, WA, United States | 11-50 | Exact match | 23 contacts → |
“We’re a team of passionate professionals dedicated to helping people nearing retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Haslauer Group, INChaslauergroup.com HQ: Kenner, LA, United StatesReported employees: 11-50 | Kenner, LA, United States | 11-50 | Exact match | 20 contacts → |
“The Haslauer Group would like to help you with your retirement plan consulting and administration services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  The Pension Groupthepensiongroup.comHQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 20 contacts → |
“At The Pension Group, we help individuals retire with confidence and clarity.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Peterson Wealth Advisorspetersonwealth.com HQ: Orem, UT, United StatesReported employees: 11-50 | Orem, UT, United States | 11-50 | Exact match | 18 contacts → |
“You have worked your entire career for this moment and accumulated $1 million, maybe more.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Hunnex & Shoemakerhunnex.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 18 contacts → |
“Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Social Security Benefit Plannerssocialsecuritybp.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 18 contacts → |
“With almost 2,800 regulations that govern Social Security, it’s not surprising that few people understand how to get the most from it.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Federal Retirement Expertsfederalretirementexperts.comHQ: Trinity, FL, United StatesReported employees: 11-50 | Trinity, FL, United States | 11-50 | Exact match | 15 contacts → |
“Federal Retirement Experts (FRE) is a veteran-owned family firm helping federal employees maximize benefits with tailored retirement and financial guidance from licensed coaches.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Infinity Strategic Partners, LLCinfinitystrategicpartners.comHQ: Northbrook, IL, United StatesReported employees: 11-50 | Northbrook, IL, United States | 11-50 | Exact match | 15 contacts → |
“Infinity Strategic Partners consults with individuals, families, small to mid-size businesses and their leaders on various aspects of financial planning.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cardinal Advisorscardinalguide.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 15 contacts → |
“Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Aspen Creek Financial And Insurance Services LLCaspencreekfinancial.com HQ: Folsom, CA, United StatesReported employees: 1-10 | Folsom, CA, United States | 1-10 | Exact match | 15 contacts → |
“There are a plethora of financial options available to you in retirement, but the important question is what should you do?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Infocus Financial Advisors, INCretireinfocus.com HQ: Salisbury, MD, United StatesReported employees: 1-10 | Salisbury, MD, United States | 1-10 | Exact match | 14 contacts → |
“We help people prepare for retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Utah Senior Planningutahseniorplanning.com HQ: Kaysville, UT, United StatesReported employees: 11-50 | Kaysville, UT, United States | 11-50 | Exact match | 12 contacts → |
“Utah Senior Planning incorporates an innovative approach to helping seniors prepare for long-term needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gardner Wallace Financial Solutionsgardnerwallace.com HQ: Addison, TX, United StatesReported employees: 1-10 | Addison, TX, United States | 1-10 | Exact match | 11 contacts → |
“Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Rejoyce Financialrejoycefinancial.com HQ: Carmel, IN, United StatesReported employees: 11-50 | Carmel, IN, United States | 11-50 | Exact match | 11 contacts → |
“ReJoyce Financial is a full service Retirement Income Planning Firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Emparionemparion.com HQ: Chandler, AZ, United StatesReported employees: 11-50 | Chandler, AZ, United States | 11-50 | Exact match | 10 contacts → |
“At Emparion, we are a leading provider of retirement services and strategic fringe benefit planning.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 396 company matches
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Social security planning services: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
393 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 396 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for social security planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many social security planning services did RevenueBase find based in the United States?
The saved snapshot records 396 matching company records, 1,978 tracked contacts and 646 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Social security planning services by geography
Cite this list
RevenueBase Data Team. Top 25 social security planning services based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/social-security-planning-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Social security planning services based in Brazil
- Social security planning services based in France
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 social security planning services based in the United States
RevenueBase records 396 matching company records for social security planning services based in the United States, with 1,978 tracked contacts and 646 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 social security planning services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | AIG Retirement Servicescorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Benefit Practicebenefitpractice.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 57 contacts → |
“The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Peak Retirement Planning, INCpeakretirementplanning.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 53 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Legacy Insurance & Financial Servicesbecauseweprotect.com HQ: West Jordan, UT, United StatesReported employees: 51-200 | West Jordan, UT, United States | 51-200 | Exact match | 52 contacts → |
“Experience the power of a premier Mountain West brokerage with the heart of a local agency.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Team Fesagofesa.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 43 contacts → |
“We, at FESA, help Americans maximize their benefits to be fully prepared for retirement, ensuring the maximum amount of income while paying the least in taxes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Singer Wealthsingerwealth.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 31 contacts → |
“Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | PARCOgoparco.com HQ: Washington, DC, United StatesReported employees: Not recorded | Washington, DC, United States | Not recorded | Exact match | 31 contacts → |
“PARCO specializes in serving the retirement needs of anyone with a pension, along with their families.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Trunorth Advisorsretiretrunorth.com HQ: Greenville, SC, United StatesReported employees: 11-50 | Greenville, SC, United States | 11-50 | Exact match | 29 contacts → |
“We help individuals and families work toward achieving their financial goals and maximizing their retirement!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | DUEdue.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 29 contacts → |
“Retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fefa Financialfefafinancial.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 26 contacts → |
“We are financial advisors who help you strategize your retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sound Planning Groupmyspg.com HQ: Kirkland, WA, United StatesReported employees: 11-50 | Kirkland, WA, United States | 11-50 | Exact match | 23 contacts → |
“We’re a team of passionate professionals dedicated to helping people nearing retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Haslauer Group, INChaslauergroup.com HQ: Kenner, LA, United StatesReported employees: 11-50 | Kenner, LA, United States | 11-50 | Exact match | 20 contacts → |
“The Haslauer Group would like to help you with your retirement plan consulting and administration services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | The Pension Groupthepensiongroup.com HQ: Dublin, OH, United StatesReported employees: 1-10 | Dublin, OH, United States | 1-10 | Exact match | 20 contacts → |
“At The Pension Group, we help individuals retire with confidence and clarity.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Peterson Wealth Advisorspetersonwealth.com HQ: Orem, UT, United StatesReported employees: 11-50 | Orem, UT, United States | 11-50 | Exact match | 18 contacts → |
“You have worked your entire career for this moment and accumulated $1 million, maybe more.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Hunnex & Shoemakerhunnex.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 18 contacts → |
“Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Social Security Benefit Plannerssocialsecuritybp.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 18 contacts → |
“With almost 2,800 regulations that govern Social Security, it’s not surprising that few people understand how to get the most from it.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Federal Retirement Expertsfederalretirementexperts.com HQ: Trinity, FL, United StatesReported employees: 11-50 | Trinity, FL, United States | 11-50 | Exact match | 15 contacts → |
“Federal Retirement Experts (FRE) is a veteran-owned family firm helping federal employees maximize benefits with tailored retirement and financial guidance from licensed coaches.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Infinity Strategic Partners, LLCinfinitystrategicpartners.com HQ: Northbrook, IL, United StatesReported employees: 11-50 | Northbrook, IL, United States | 11-50 | Exact match | 15 contacts → |
“Infinity Strategic Partners consults with individuals, families, small to mid-size businesses and their leaders on various aspects of financial planning.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cardinal Advisorscardinalguide.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 15 contacts → |
“Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Aspen Creek Financial And Insurance Services LLCaspencreekfinancial.com HQ: Folsom, CA, United StatesReported employees: 1-10 | Folsom, CA, United States | 1-10 | Exact match | 15 contacts → |
“There are a plethora of financial options available to you in retirement, but the important question is what should you do?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Infocus Financial Advisors, INCretireinfocus.com HQ: Salisbury, MD, United StatesReported employees: 1-10 | Salisbury, MD, United States | 1-10 | Exact match | 14 contacts → |
“We help people prepare for retirement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Utah Senior Planningutahseniorplanning.com HQ: Kaysville, UT, United StatesReported employees: 11-50 | Kaysville, UT, United States | 11-50 | Exact match | 12 contacts → |
“Utah Senior Planning incorporates an innovative approach to helping seniors prepare for long-term needs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gardner Wallace Financial Solutionsgardnerwallace.com HQ: Addison, TX, United StatesReported employees: 1-10 | Addison, TX, United States | 1-10 | Exact match | 11 contacts → |
“Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Rejoyce Financialrejoycefinancial.com HQ: Carmel, IN, United StatesReported employees: 11-50 | Carmel, IN, United States | 11-50 | Exact match | 11 contacts → |
“ReJoyce Financial is a full service Retirement Income Planning Firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Emparionemparion.com HQ: Chandler, AZ, United StatesReported employees: 11-50 | Chandler, AZ, United States | 11-50 | Exact match | 10 contacts → |
“At Emparion, we are a leading provider of retirement services and strategic fringe benefit planning.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 396 company matches
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Social security planning services: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
393 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 396 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for social security planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many social security planning services did RevenueBase find based in the United States?
The saved snapshot records 396 matching company records, 1,978 tracked contacts and 646 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Social security planning services by geography
Cite this list
RevenueBase Data Team. Top 25 social security planning services based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/social-security-planning-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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