Find your unique path to retirement

My husband, Jack, and I are definitely risk averse. We would have never met with Marc and Lou had it not been for a friend that recommended we meet with them. At our first meeting, we were very surprised to learn that we could invest our hard-earned money in a safe place. The very knowledgeable and experienced team of Marc and Lou patiently walked us through every detail. Long story short: Our wealth has substantially increased since we opened accounts with them. We are very grateful for their advice. Well on our way to a secure retirement!

Very professional and competent team. Responsive. Easy to work with. They listened to my needs and recommended solutions to meet them, no pressure at all.

Merrick Smith and his team at SRS are true professionals. Mr. Smith is a hard worker who is willing to meet his clients and discuss their needs any time and anywhere. His advice is always sound and based upon his many years of experience and research. I would not hesitate to recommend SRS to anyone looking for a solid group of individuals to work with.

Very professional staff. Understanding of your needs. Excellent comfort in explaining goals and programs. Very highly recommended.

Mike Neft and Chris Fischer are very professional and personal and understand our retirement needs. We are very satisfied and appreciated the service and continual contact in the application process and answering all our questions.

We are extremely satisfied with the SRS team. They impressed us with their professionalism and subject knowledge. A sincere and caring effort was put forth with helping us navigate our financial planning. They listen to your needs and present individualized solutions that make financial sense. I highly recommend this company.

All of the representatives have been very accommodating and knowledgeable, and I’ve always felt they operate with my best interest in mind.

We were very pleased. They worked around our schedule and were not pushy at all. They presented options, made a suggestion and allowed us to make our own decision. We chose to invest with them because of this and their professionalism. Highly recommend to others that are looking to protect their retirement investments!

This firm takes the time to get to know you and your family, understand your needs and develop a solid plan for retirement. We were concerned about certain aspects of our lifestyle and thought we had a good plan with fixed annuities in place. We learned, however, that our annuities were variable and risky. We now have a plan that only gives upside, provides liquidity if we need it, and assures us a solid future. Best yet, we work with Lou Aarons, who is terrific.

SRS addressed all of my needs and concerns. They were very helpful in explaining the investments and my future income strategy. They were constantly in touch with me throughout the process. I would recommend to anyone who wants to have their retirement portfolio reviewed to contact SRS.