About The Retirement Group
The Retirement Group educates employees that are transitioning or retiring AT&T, Qwest, Chevron, Hughes, Northrop Grumman, Raytheon, ExxonMobil, Glaxosmithkline, Merck, Pfizer and Verizon through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through our workshops that we conduct monthly in your area. Please attend a free workshop, fill out the Retirekit Questionnaire, the Asset Allocation Questionnaire or call.
We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.
The Retirement Group® is not affiliated with fidelity, netbenefits, hewitt, or access.att nor endorsed by your employer. We are an independent financial advisory group that specializes in transition planning and lump sum distribution.
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Services The Retirement Group Offers
The retirement planning process at The Retirement Group begins with an AT&T, Chevron, Hughes, Northrop Grumman, Raytheon, Qwest ExxonMobil, Glaxosmithkline, Merck, Pfizer or Verizon Seminar. After attending a series of seminars we will established your overall objectives.
Our workshops are conducted by experienced advisors who have been trained by The Retirement Group on the intricacies of the Verizon, Chevron, Hughes, Northrop Grumman, Raytheon, Qwest, and AT&T Defined Benefit, Cash Balance and Savings Plans. All attendees from Verizon, Qwest, and AT&T are given the opportunity to meet with us at your office or visit our offices and meet with our trained financial planners to review their situation.
We discuss all options available to you. If you are in the position to maximize your cash out option and ready to retire, we will analyze your cash flow and develop an investment plan that coincides with your needs to determine if you can afford to retire.
The Retirement Group simplifies preparation for retirement. We can complete all the necessary paperwork to apply for retirement. If The Retirement Group manages your AT&T, Chevron, Hughes, Northrop Grumman, Raytheon, Qwest, ExxonMobil, Glaxosmithkline, Merck, Pfizer or Verizon retirement rollover accounts, we will monitor the investments and provide easy to read quarterly statements and newsletters during retirement.
Reviews For The Retirement Group
Reviews for this business have been aggregated from multiple sources.Based on 8 Reviews
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Tyson Mavar recommended I go to The Retirement group seminar on tax strategies. A lot of information is covered in a short time, but I learned some good stuff and left with a full belly ( even if the food was cold by the time I ate). Tyson talked to me after about my personal retirement situation. Good use of time I would say.Report
Tyson Mavar recommended I go to The Retirement group seminar on tax strategies. A lot of information is covered in a short time, but I learned some good stuff and left with a full belly ( even if the food was cold by the time I ate). Tyson talked to me after about my personal retirement situation. Good use of time I would say.Report
I went to a workshop by The Retirement Group and I brought my coworker with me. I was told that The Retirement Group offered workshops for employees of Bank of America to help with retirement planning and I really needed some advice on that. We had a hard time finding the room it was in so we walked in about 10 minutes late. Seats are always full at these workshops. The speaker was very nice but loud and like to talk close to you in person(got in my space a little). He provided a lot of interesting information. Didn’t get to grab some food since we came late but I heard it was just OK. Go for the content not the Marriott Hotel food.Report
I went to a workshop by The Retirement Group and I brought my coworker with me. I was told that The Retirement Group offered workshops for employees of Bank of America to help with retirement planning and I really needed some advice on that. We had a hard time finding the room it was in so we walked in about 10 minutes late. Seats are always full at these workshops. The speaker was very nice but loud and like to talk close to you in person(got in my space a little). He provided a lot of interesting information. Didn’t get to grab some food since we came late but I heard it was just OK. Go for the content not the Marriott Hotel food.Report
I was reffered to The retiremnet group from Jereamy Keating. I went to several of their workshops and I enjoyed the free food and the presentation. I expected an uptight sales presenation, instead I was met with a very relaxed and enjoyable atmosphere. I recommend the retirement group to everyone.Report
I was reffered to The retiremnet group from Jereamy Keating. I went to several of their workshops and I enjoyed the free food and the presentation. I expected an uptight sales presenation, instead I was met with a very relaxed and enjoyable atmosphere. I recommend the retirement group to everyone.Report
I enjoyed the seminar I went to. The fish smelled funny, but the talk was good.Report
I enjoyed the seminar I went to. The fish smelled funny, but the talk was good.Report
- Business Details Unverified
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10509 Vista Sorrento Pkwy Suite 205
San Diego, CA 92121 - (858) 404-8900
- No. of Employees 50
- No. of Locations 10
- Year Founded 1993
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