Perry's Retirement & Insurance Services

Perry's Retirement & Insurance Services is an insurance agency located at 812 South Poplar Dr. Suite 6 in Surfside Beach, SC. The firm holds a 5.00 rating based on 1 review. It is a family-owned business led by President and CEO John Perry and COO and office manager Lisa Perry. The agency has been assisting clients with estate planning needs since 1991.

As an independent practice, the agency offers a variety of products to help clients build income that reflects their specific financial situations and goals. The service process typically involves a series of three to four meetings to design and implement a personalized income plan. This process begins with understanding the individual or couple's goals, dreams, and concerns. Once an income plan is designed and the client is satisfied, the agency puts the plan into action and monitors it on an ongoing basis. This includes meeting with clients annually or as often as necessary to discuss progress and make adjustments to the plan.

The agency provides information and assistance regarding Social Security benefits, federal employee retirement options such as FEGLI coverage and the Thrift Savings Plan (TSP), and the use of annuities as a retirement strategy. John Perry has served the community since 1991 with the objective of building and preserving client assets through competitive products.

Perry's Retirement & Insurance Services provides customized retirement strategies and estate planning assistance to clients in Surfside Beach, SC.

The agency sits on South Poplar Drive, just over a tenth of a mile from US 17 Business and Adventure Falls Golf. It is also within a short distance of All Children's Park and CareNow.

BizScoreAI awarded the business a Discoverability score of 75 out of 100, which ensures AI crawlers can find every page of the website. The Performance score of 72 out of 100 reflects fast loading speeds that keep visitors engaged and help with search engine rankings. The business ranks number 3 of 7 Insurance agency businesses that BizScoreAI has scored in Surfside Beach.

Services:

• Annuities
• Life Insurance
• Social Security Income Planning