SES Services, Family of Companies Email Format
Financial ServicesArizona, United States2-10 Employees
SES Services, Family of Companies operates in the financial services sector as a boutique planning firm focused on retirement planning. Its approach prioritizes tax planning to form a secure retirement income strategy, followed by managing emergency funds, discretionary allocations, and wealth transfer considerations, with an emphasis on establishing a solid foundation for retirement while avoiding speculative approaches. The firm also engages in educational activities to promote financial literacy and employee engagement through retirement savings education. Based in Scottsdale, Arizona, the company describes its services as comprising insurance offerings through SES Services, investment advisory services via Andorra Capital, and tax planning and preparation provided by Senior Tax Network. The target market appears to include individuals seeking holistic retirement planning as well as organizations seeking employee financial education programs.