BACK9 Retirement Solutions Email Format

Financial ServicesNew Jersey, United States0-1 Employees

BACK9 Retirement Solutions is a financial services firm focused on comprehensive retirement planning. The company emphasizes client education and a planning approach that integrates income distribution, investment management, social security planning, health care and long-term care planning, estate planning, and risk management to support more informed financial decisions. Serving individuals in the retirement planning space, the firm seeks to address a broad set of concerns that affect long-term financial security and well-being. Based in Spring Lake, New Jersey, the company operates with a small team and coordinates with affiliated securities and advisory entities for its offerings. The firm positions itself within the financial services industry as a planning-centered advisor that seeks to holistically address retirement needs for its clients. A recent development note indicates ongoing collaboration with associated entities to provide its advisory and brokerage services through established channels.

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