Spr Investments, Llc
Financial Service
Why pick this one
They specialize in 403B planning for North and South Carolina educators and design 401K solutions for small businesses.
Best for
- Educators supplementing North or South Carolina pension income
- School systems establishing or maintaining 403B plans
- Small businesses evaluating 401K, Safe Harbor, profit-sharing, or SIMPLE plans
- Individuals seeking Roth or Traditional IRA planning
- Clients needing 401K rollover and retirement income planning
Specialties
- Roth and Traditional IRA planning
- 401K rollovers
- 403B planning for educators and school systems
- 401K plan design for small businesses
- Safe Harbor 401K and profit-sharing plans
- SIMPLE plans for small businesses
Certifications
- Series 6 license
- Series 7 license
- Series 63 license
- Series 65 license
- North Carolina Life, Health, and LTC licenses
- CRES® designation
What makes them different
- Specializes in the 403B marketplace in North and South Carolina
- Provides retirement planning tailored to North and South Carolina pension systems for educators
- Sam Reavis, Jr. has 20 years of experience in public accounting and North Carolina chief financial officer roles
- Offers 403B plans for school systems and non-profits
- Designs 401K-based solutions for small business owners
Distilled from this business's own website.
Contact & Location
- Address
- 639C Gillespie St, Fayetteville, NC 28306-1543
- Website
- https://www.ncscretirement.com
- user@domain.com
Services
- Retirement planning
- Wealth management
- Individual retirement accounts
- Employer retirement plan design and evaluation
- Non-profit retirement planning