Stryker Financial
Financial Advising
Why pick this one
Stryker Financial provides retirement planning, annuities, and business 401(k) plans, led by Farzad Khoshnoodi with over 30 years of client relation experience.
Best for
- comprehensive retirement planning
- annuity selection
- investment planning based on risk tolerance and time horizon
- life, disability, or long-term care insurance planning
- employers evaluating 401(k), defined-benefit, or ESOP plans
- businesses seeking open-architecture retirement-plan platforms
- college savings through American Funds 529 accounts
Specialties
- retirement planning
- investment planning
- annuity planning
- life insurance
- disability insurance
- long-term care insurance
- business retirement plans
- 401(k) management
- international medical insurance
Certifications
- California insurance license 0G68420
- Schwab Institutional custodian relationship
What makes them different
- Farzad Khoshnoodi is identified as Registered Investment Adviser and Managing Principal
- Farzad Khoshnoodi has over 30 years of client relation experience
- Insurance and annuity services are offered in California, North Carolina, Virginia, Kansas, and West Virginia
- Business retirement plans use open-architecture platforms without proprietary funds
- Business planning includes 401(k), SEP, SIMPLE, profit-sharing, 403(b), 457, defined-benefit, cash-balance, and ESOP plans
Distilled from this business's own website.
Contact & Location
- Address
- 2530 Meridian Pkwy Ste 300, Durham, NC 27713-5273
- Phone
- +19198064669
- Website
- https://www.strykerfinancial.com
- Farzad@strykerfinancial.com
Services
- financial planning
- investment management
- retirement planning
- insurance planning
- annuity services
- business planning
- employee benefits planning
- college savings planning