Retirement Strategies

Overview

Retirement Strategies is a state registered investment adviser based in Longview, WA, registered since 2021. It reports $6.8M in assets under management across 58 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$6.8M

Discretionary

97%

Accounts

58

Average account

$116K

Employees

1

Advisory reps

1

Registered since

2021

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Damon David George Owner, Chief Compliance Officer CRD 4075574

Advisory reps 1 of 1

• Damon D George Insurance Agent · Investment Adviser Rep CRD 4075574

Location

Headquarters

1315 14th Ave
Longview, WA 98632

County

Cowlitz

Metro area

Longview, WA

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: damongeorge.net

Every state, with registration dates

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