Retirement Resources, Inc. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Retirement Resources, Inc. is a family owned and operated independent financial services firm, whose professionals have over 60 years combined experience in the retirement and financial planning field.
While we specialize in retirement planning for organizations and individuals, we also offer a full spectrum of financial services for our clients individual needs.

At Retirement Resources, we are committed to helping our clients achieve their financial goals!


Osaic Wealth Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.

Securities and investment advisory services offered through Osaic Wealth Inc., a member of FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are strongly committed to diversity and equal opportunity

www.finra.org
www.sipc.org



Licensed to sell Securities in the following states: Florida, Georgia, Alabama, South Carolina, California, Tennessee.
Licensed to sell Insurance Products in the following states: Florida, Georgia, Alabama, South Carolina, New York.

Find Retirement Resources, Inc. employees' phone numbers or email addresses

Retirement Resources, Inc. Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Retirement Resources, Inc.'s Leadership

  • Stylized image of a person
    R. L.
    Chief Financial Officer
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  • Stylized image of a person
    J. P.
    President
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  • Stylized image of a person
    C. B.
    Office Manager
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  • Stylized image of a person
    B. C.
    Investment Advisor Representative With Royal Alliance At Retirement Resources, Inc
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  • Stylized image of a person
    E. O.
    Investment Advisor Representative
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  • Stylized image of a person
    K. O.
    Investment Advisor Representative With Osaic Wealth, Inc
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  • Stylized image of a person
    J. M.
    Executive Assistant/Client Service
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  • Stylized image of a person
    A. O.
    Investment Advisor
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Retirement Resources, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Retirement Resources, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P.
    President
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. L.
    Chief Financial Officer
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    C. B.
    Office Manager
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    Oct 17, 2024
  • Stylized image of a person
    B. C.
    Investment Advisor Representative With Royal Alliance At Retirement Resources, Inc
    Phone icon
    United StatesFlorida
    Sep 10, 2025
  • Stylized image of a person
    E. O.
    Investment Advisor Representative
    Phone icon
    United StatesFlorida
    Mar 25, 2026
  • Stylized image of a person
    K. O.
    Investment Advisor Representative With Osaic Wealth, Inc
    Phone icon
    United StatesFlorida
    Nov 18, 2025
  • Stylized image of a person
    J. M.
    Executive Assistant/Client Service
    Phone icon
    United StatesKansas
    Oct 21, 2025
  • Stylized image of a person
    A. O.
    Investment Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    E. O.
    Investment Advisor Representative
    Phone icon
    United StatesFlorida
    Apr 25, 2025
  • Stylized image of a person
    J. R.
    Engineer
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Retirement Resources, Inc. known for?

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Retirement Resources, Inc. was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 6821 Southpoint Drive North Suite 124 Jacksonville, Florida United States; you can contact the main corporate office by phone at . Explore Retirement Resources, Inc.'s company overview page for more information.

What is Retirement Resources, Inc.'s most common email format?

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Retirement Resources, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Retirement Resources, Inc. email formats with LeadIQ.

How many employees does Retirement Resources, Inc. have currently?

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Retirement Resources, Inc. has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Retirement Resources, Inc.'s key employees and leadership?

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As of February 2026, Retirement Resources, Inc.'s key employees include:

  • Chief Financial Officer: R. L.
  • President: J. P.
  • Office Manager: C. B.
  • Investment Advisor Representative With Royal Alliance At Retirement Resources, Inc: B. C.
  • Investment Advisor Representative: E. O.

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