F2F Retirement, LLC

Overview

F2F Retirement, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and offers a mix of advisory and adjunct services beyond portfolio management. Its fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. Business activities filed for the firm go beyond traditional investment advice and include real estate brokerage, insurance brokerage, accounting, and sale of other financial products. Advisory services listed include financial planning, portfolio management for individuals and small businesses, market timing services, and educational seminars or workshops. The firm does not identify itself as an active ESG investor, is not reported as a multi-state adviser, and is not a capital allocator to third-party funds. F2F Retirement maintains industry affiliations with accounting and insurance firms. The SEC registration year is not provided in the source data.

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Investments & Alternatives

Location & Offices