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Financial Strategies Retirement Partners (FSRP) Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Financial Strategies Retirement Partners (FSRP) operates as an independent financial advisory and investment management firm headquartered in Bedford, New Hampshire. The firm focuses on 401(k) retirement plan consulting, fiduciary support, and personalized wealth management for individuals, business owners, and employers. Its team guides clients across corporate retirement plans and wealth management accounts, with assets under advisement totaling more than $2.43 billion as of March 2025.

FSRP is affiliated with Commonwealth Financial Network®, operating as an independent registered investment adviser and broker-dealer, and acts as a co-fiduciary on every 401(k) plan it manages. Securities and advisory services are provided through Commonwealth Financial Network, a registered investment adviser; financial planning is offered by FSRP, with fixed insurance products separate from Commonwealth. Based in Bedford, New Hampshire, the firm serves individuals, business owners, and employers seeking retirement planning and wealth-management guidance.

Find Financial Strategies Retirement Partners (FSRP) employees' phone numbers or email addresses

Financial Strategies Retirement Partners (FSRP) Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Financial Strategies Retirement Partners (FSRP)'s Leadership

  • Stylized image of a person
    S. M.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. P.
    Co-Founder & Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    Co-Founder And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A. M.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Owner
    Phone icon
    Mobile Phone

Financial Strategies Retirement Partners (FSRP) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Branding
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from Financial Strategies Retirement Partners (FSRP)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Client Relationship Associate
    Phone icon
    Mobile Phone
    United StatesNew Hampshire
    Oct 22, 2024
  • Stylized image of a person
    D. P. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Associate Professor Department Of Occupational Therapy
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    V. M.
    Director Of Retirement Plan Design
    Phone icon
    Mobile Phone
    United States
    Jun 27, 2026

Frequently Asked Questions

What is Financial Strategies Retirement Partners (FSRP) known for?

Minus sign iconPlus sign iconFinancial Strategies Retirement Partners (FSRP) was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 3 Executive Park Drive Suite 205 Bedford, New Hampshire United States. Explore Financial Strategies Retirement Partners (FSRP)'s company overview page for more information.

What is Financial Strategies Retirement Partners (FSRP)'s most common email format?

Minus sign iconPlus sign iconFinancial Strategies Retirement Partners (FSRP) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Strategies Retirement Partners (FSRP) email formats with LeadIQ.

How many employees does Financial Strategies Retirement Partners (FSRP) have currently?

Minus sign iconPlus sign iconFinancial Strategies Retirement Partners (FSRP) has approximately 21 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Financial Strategies Retirement Partners (FSRP)'s key employees and leadership?

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As of May 2026, Financial Strategies Retirement Partners (FSRP)'s key employees include:

  • Ceo: S. M.
  • Chief Operating Officer: D. P.
  • President: C. D.
  • Co-Founder & Chief Executive Officer: N. P.
  • Co-Founder And President: S. D.

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