Ideal Retirement Solutions - Pt Charlotte (FL)

5 /5 Patricia Hendrickson: Corey Cyr was very patient, helpful and future minded when originally establishing my investment. Today I met with Scott Long about changing some directions and making modifications as my future goals and visions have changed. He was also so helpful, thoughtful and professional. I am excited about my financial future, for me and my family!

5 /5 J S: Highly recommended!! Everything is explained in layman’s terms that is understandable to everyone. Very helpful with reaching my financial goals towards retirement.

5 /5 Mark: Absolutely 100% recommended Ideal Retirement Solutions for your investment planning . They will listen to your concerns answer your questions and make money for you!!

5 /5 Martina Mesko: My husband and I have been clients of Ideal Retirement Solutions for over two years. We have never doubted the decision we made to trust them with our financial future. Jeff and Cory carry such a wealth of knowledge and with the recent addition of Scott Long to their team, they have really stepped it up a notch! Scott is always looking out for us. He is available for us when we have questions or concerns about anything. Such a great team!!!!

5 /5 Octavio Diaz: The entire team at Ideal Retirement Solutions is extremely responsive and very helpful. Corey and Jeff took the time to sit with my wife and I to discuss our retirement goals and came up with a solution to allow me to gradually phase into retirement. We discussed my income needs for the next 2 years and a plan minimize taxes dure to RMDs. Scott has worked with me on my portfolio and I have handed over the reigns to them almost completely. Scott takes the time to discuss ideas and strategies to address current market conditions as well as planning for capital protection and growth. Debbie has done a phenomenal job of handling all of the paperwork and making things as simple as possible for us. They are doing a great job.