40
Growth Score
pts
Heat Score
-14 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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3543970
Preferred Retirement Options offers investment advising, retirement planning, IRAs, 401k rollovers, and asset management.
About the Company
Preferred Retirement Options provides investment advising, retirement planning, Roth IRAs, Simple IRAs, 401k rollovers, and asset management services. The company operates as a fee-only fiduciary, ensuring that clients' interests are prioritized. Additionally, it offers term life insurance and employs various controls to protect client
confidentiality. The firm aims to assist individuals and businesses in improving their retirement savings plans through independent investment advice.
