Perry's Retirement & Insurance Services

Perry's Retirement & Insurance Services is an independent insurance agency in Surfside Beach, SC, dedicated to helping clients build secure and stress-free retirement plans. Serving individuals across SC, the agency specializes in personalized retirement strategies, Social Security optimization, federal benefits analysis, including FEGLI and TSP, and estate planning. With a foundation in client-focused service since 1991, the firm emphasizes customized financial solutions tailored to each client’s unique goals. The business is rated 5.00 by its only verified reviewer, reflecting strong client satisfaction.

Founded and led by John and Lisa Perry, the agency operates as a family-owned business with deep roots in the community. John, president and CEO, has guided clients toward retirement security since 1991, focusing on preserving assets through competitive, independent product offerings. Lisa, COO and office manager, brings over three decades of administrative and executive experience, having also led a family-owned business in North Carolina. Together, they manage the firm’s operations while maintaining active involvement in church and local outreach, including music ministry and children’s education. The couple’s commitment extends to their son, Tyler, who lives and works in Colorado.

Perry’s Retirement & Insurance Services stands out for its comprehensive, accessible information and consistent online presence. The agency’s website is well-structured and clearly communicates its services, values, and expertise, making it easy for clients to understand complex retirement topics. Its detailed content on federal benefits, Social Security strategies, and annuity planning demonstrates a thorough approach to financial education. The firm also reaches audiences through its weekly radio segment, “Stress Less Retirement,” broadcast on WRNN FM.

In Surfside Beach, Perry’s Retirement & Insurance Services is a trusted resource for those navigating retirement planning, combining decades of experience with a personal, client-first philosophy.

Services:

• Annuities
• Life Insurance
• Social Security Income Planning