SIMPLEPATH RETIREMENT, LLC
PALM HARBOR, FLORIDA

SIMPLEPATH RETIREMENT, LLC, PALM HARBOR
SIMPLE PATH RETIREMENT, LLC

. In 1989, he received his Bachelors of Science Degree in Finance with a minor in Actuarial Science from the University of Florida. Immediately after receiving his Bachelor’s degree, he began his career with a large financial services firm, but soon realized the many limitations of being a single line financial advisor. He is also a member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP). In 2013, after nine years as a Board Member, he was named Chairman of the Board of the Ear Research Foundation. He is also a partner with the Economic Development Corporation for Sarasota County and was a featured financial professional in the 2008-2009 Community Profile created for the Gulf Coast by the EDC. In addition, Mr. Frazier’s participation in the EDC extends to include his membership in the Financial Services Cluster Board - promoting and strengthening collaborative and educational resources for businesses and individuals. At SimplePath Retirement, helping you meet your financial retirement needs is our FIRST priority. Whether you’re just thinking about retiring, establishing a retirement strategy for your business or are already enjoying retirement, at SimplePath Retirement, we’d like to help you design a strategy appropriate for your financial situation. Sign Up To Receive Helpful Tips! We seek to help guide professionals and business owners to a more confident future! We work on assisting them through financial lifestyle planning and exit strategies from their businesses or careers through retirement plan rollovers, income and legacy planning. SimplePath Retirement, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

KEY FACTS ABOUT SIMPLEPATH RETIREMENT, LLC

Company name
SIMPLEPATH RETIREMENT, LLC
Status
Active
Filed Number
L15000024710
FEI Number
47-3113299
Date of Incorporation
February 10, 2015
Age - 10 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://simplepathretirement.com
Phones
(727) 304-6000
(727) 304-6001
(813) 235-0927

SIMPLEPATH RETIREMENT, LLC NEAR ME

Principal Address
220 Alt 19,
PALM HARBOR,
FL,
34683,
US

See Also

Officers and Directors

The SIMPLEPATH RETIREMENT, LLC managed by the one person from PALM HARBOR on following positions: Manager

Celine J Pastore

Position
Manager Active
From
PALM HARBOR, 34683





Registered Agent is Celine J Pastore

From
PALM HARBOR, 34683

Events

July 21, 2020
LC NAME CHANGE

Annual Reports

2023
April 11, 2023
2022
April 11, 2022