We Have Advisors In Your Area Ready to Help
Sound Income Strategies provides personal Retirement Planning Services, Investment Management, and Income Investing Services based on your unique needs and financial goals. All of our advisors are specially trained to help you ensure you do not outlast your savings in retirement. Our goal is to help you reduce stock market risk and generate reliable streams of income you can count on. With offices from coast to coast, whether in person or online, we have an advisor in your town. Contact one today:
Investment Advisor Representatives
ABBAS DANESH
SCRANTON FINANCIAL GROUP
CEP® MCEP® AWMA®
AGGIE VALENTA
SCRANTON FINANCIAL GROUP
MS-PFP CFP® MPAS® APMA® ABFP® CRPC® AWMA® SE-AWMA®
ALBERT FLORES
FORTRESS FINANCIAL GROUP
CEP®
ALEXANDER HUNT
McAdams Group LLC
AIF®
AMANDA JOHNSTON
Johnson Wealth & Income Management
ANDREW HOLDINESS
RETIREMENT INCOME SOLUTIONS, LLC
BENJAMIN BARNING
Scranton Financial Group
BILL RICHARDSON
Managing Director, Retirement Income Source Franchise
CRPC®
BILLIE APONTE
Aponte Financial Services
BRAD WILLIAMS
Brad Williams Financial Services
BRITNEY MERRILL
Client Service Advisor
CIMA®
BRUCE RELLSTAB
Community Investments & Retirement Services
LUTCF® CLTC®
CHAD HAMBY
Investment Advisor Representative
CONNOR STEWART
Crystal Lake Tax and Financial Services
DAMIAN ROTHERMEL
Rothermel Financial Services, LLC
CFP®
DAVID A. EISSMAN
Eissman Wealth Management, LLC
CHFC®
DAVID A. TETLEY
New England Financial Partners, LLC
DAVID M. WRIGHT
Wright Financial Group
CHFC®
DAVID MCADAMS
McAdams Group, LLC
DAVID SCRANTON
Scranton Financial Group
CFA® CFP® CHFC® CLU®
DAVID STEARNS
Stearns Retirement Group
LUTCF®
DEANA MILLER
Investment Advisor Representative
AAMS™
DEE K. CARTER
Carter Financial Group
CHFC®, CLU®, CSA®, RFC®
DREW PELTON
Drew Pelton Investment Services
CHFC®
EMORY TYLER ERB
Brad Williams Financial Services
ERIC LARDNER
Abundant Wealth Management
ERIC LUTTON
Outreach Capital Management
CFA®
FABIANO DEFRANCO
The Retirement Solution, LLC
FRANK BAILEY
McAdams Group, LLC
FRANK BEEDLE
Stearns Retirement Group
FRED ATLAS
Retirement Income Source® of SW Florida
GARY OSING
McAdams Group, LLC
GARY R. KOMAREK
North Shore Asset Management and Tax Advisory
CLU® CHFC®
GEORGE COULES
Sound Income Strategies, LLC
RICP®
GEORGE KASTANIS
Investment Advisor Representative
CFP®, BFA®
GREG MILEWSKI
Retirement Income Source® of SW Florida
JACOB BETTERIDGE
Scranton Financial Group
CRPC® AWMA® AAMS®
JAMES LOCKE JR.
Poole Locke Associates
JAMES MCCONAGHY
Investment Advisor Representative
JASON D. CARRIER
Scranton Financial Group
RICP® AAMS®
JASON ROGERS
McAdams Group LLC
JEANNE L. TATOIAN
Scranton Financial Group of South Windsor
JEFF RUSSITANO
Investment Advisor Representative
JEFFREY D. BLISS
Bliss Wealth Management
CEP® RFC®
JEFFREY FARRELL
New Business Processor
JEFFREY SMALL
Arbor Financial Services of Florida, Inc.
JEREMY RABALAIS
TPC Financial Group
JOHN E. MCCARTIN
McCartin Financial
JOSHUA DRISKILL
Investment Advisor Representative
JUDSON PYATT
Retirement Income Solutions, LLC
CFP®
KAROLYN MCDONALD
Arbor Financial Services
KATHLEEN MERRIMAN
Retirement Income Source® of SW Florida
APMA®, CMFA™
KEN CARNEVALE
Investment Advisor Representative
KRISTIN CARLETON
Investment Advisor Representative
LINDSEY COTTER
Retirement Income Solutions, LLC
LORA ROLIN
WilLo Financial
MARK GRABER
Senior Advisors, Inc.
MARY MCDIRMID
Investment Advisor Representative
CHFC, CHSNC®, FSCP®
MATTHEW JOHNSON
Johnson Wealth & Income Management
MAURICE NELLIGAN
Investment Advisor Representative
MELANIE G. LEAHY
Investment Advisor Representative
CFP®
MICAH KEEL
Retirement Income Source® of SW Florida
MICHAEL STEWART
Crystal Lake Tax and Fin. Services
RFC®
MICHEL BETHEA
McAdams Group LLC
NATHAN COX
Retirement Income Solutions, LLC
NICKLAS NORVELL
Wright Financial Group
NINA B. STRICKLAND
Financial Coach
PATRICK FARRELL
Sound Income Group
PFS®
PATRICK PEASON
Peason Financial Group
PHONG TRUONG
Investment Advisor Representative
RANA CHANDER
Sound Income Group
RANDY DORCEY
Dorcey Financial, LLC
RICHARD BURT
McAdams Group, LLC
RICK BATES
Retirement Income Source Fort Lauderdale
RICK PROSSER
North American Financial, LLC
RORY RICHARD
Investment Advisor Representative
RYAN ALEXANDER
Investment Advisor Representative
SCOTT ENZOR
McKenzie Financial Group
SCOTT MCLEAN
Investment Advisor Representative
SHANE PEARCY
Retirement Income Solutions
FRC®
STEVE ARCHER
Strategic Senior Benefits Group
STEVEN COX
Scranton Financial Group
STEVEN SZIKSZAY
Horizon Wealth Partners
STUART CHAMBERLIN
Chamberlin Financial Inc.
CFS®
STUART CHOY
TPC Financial Group
THOMAS FALTER
North American Financial, LLC
TIM BEAUREGARD
Focus Financial Planning
CFP®