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Savvy Social Security Strategies LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Licensed in Charleston, WV · offices not yet documented
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Savvy Social Security Strategies LLC is a licensed insurance agency licensed in Charleston, WV. Lines listed: Social Security Consultations, Medicare Consultation. Founding or history: 2021. Public information is not yet enough for an Agency Match assessment. 6 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: not enough public facts for a score.

Research

Some research

Geography

Licensed in Charleston, WV · offices not yet documented

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Not enough public information for this assessment.

What this rating was based on (0 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

No factor in this rubric was found in public information.

    Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

    Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

    Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

    Open to Selling

    Acquisition Research Fit

    Insufficient Evidence

    No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

    Confidence: low. Separate from the rating.

    Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

    Confirmed sale interest: Unknown

    Mentorship & Peer Connections

    Insufficient Evidence

    Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

    Why: Not enough public information for this assessment.

    What this rating was based on (0 factors)

    Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

    No factor in this rubric was found in public information.

      Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

      Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

      Not known publicly: Whether the principals want to mentor or be mentored.

      Business Partnerships

      Insufficient Evidence

      Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

      Why: Niche specialty line documented

      What this rating was based on (1 factor)

      Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

      1. Niche specialty line documented+20 pts

      Total: 20 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

      Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.

      Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

      Record & channel

      License recordPublicly sourced

      West Virginia resident business-entity license #3001822440 (NPN 20259182), licensed at Charleston, WV

      sbs.naic.org
      ChannelUnknown

      Licensed agency · channel not confirmed

      No published statement found yet saying whether this agency is independent or represents one carrier.

      OwnershipUnknown

      Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

      Locations & footprint

      Charleston, West Virginia

      Licensed in state · Kanawha Valley

      RecordBrowse city

      State and license records do not establish an operating office or a complete service area.

      Highlights

      Social Security Consultations, Medicare ConsultationFounding: 2021

      People & affiliations

      TabithaPublished

      Meet Tabitha! Tabitha is a graduate of Marshall University with an undergraduate degree in International Affairs and a minor in Economics.

      Industry associationsPublished

      Founder of Bringing Back the Village

      Names & entities

      SAVVY SOCIAL SECURITY STRATEGIES LLCRecord

      Legal name on license record

      Facts from published sources (6 verified)

      Line of businessPublicly sourced

      Social Security Consultations, Medicare Consultation

      “Our Services Social Security Consultations Medicare Consultation”
      savvysocialsecuritystrategies.com
      FoundingPublicly sourced

      2021

      “Copyright © 2021 Savvy Social Security Strategies. All Rights Reserved”
      savvysocialsecuritystrategies.com
      LeadershipPublicly sourced

      Tabitha

      “Meet Tabitha! Tabitha is a graduate of Marshall University with an undergraduate degree in International Affairs and a minor in Economics.”
      savvysocialsecuritystrategies.com
      Line of businessPublicly sourced

      Medicare and Social Security

      “At Savvy Social Security Strategies, we want to normalize feeling confident and educated on your Medicare and Social Security choices.”
      savvysocialsecuritystrategies.com
      FoundingPublicly sourced

      Bringing Back the Village

      “Additionally, she founded Bringing Back the Village, an umbrella organization of senior advocates that offer free workshops and seminars on how to be a better community for senior citizens.”
      savvysocialsecuritystrategies.com
      AssociationPublicly sourced

      Founder of Bringing Back the Village

      “Tabitha is the founder of Bringing Back the Village, an umbrella organization of experts in the senior industry.”
      savvysocialsecuritystrategies.com