California > San Diego > The Retirement Group

The Retirement Group

Verified Listing

(858) 404-8900
10509 Vista Sorrento Pkwy
Suite 205
San Diego, CA 92121
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

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.


Products And Services

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.



Year Founded

1993


Number Of Locations

10


Number Of Employees

50


Reviews and Ratings for The Retirement Group

Average Rating
"Retirement Group seminar"
by Cheryl

August 01, 2013

"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."

  
"The Retirement Group"
by Dennis Reedy

October 27, 2012

"The Retirement Group was the name suggested to me by my friends when they saw me worrying about my finances after the retirement. I attended their seminars and was impressed by their knowledge of Fidelity Netbenefits, 401Kplans and Verizon’s Pension. They helped me design the investment and tax portfolio to maximize the returns. Except for the food, Thumbs UP for the seminar and the speaker too!"

  
"Burke"
by Cindy

October 25, 2012

"I was actually referred to this seminar by a coworker who had been to the Retirement Group seminar for Boeing. I admit I was a little reluctant, but I'm really glad I went. Richard Gigliotti was the speaker and he gave valuable information. Only complaint was that his voice was a little monotone."

  
"The Retirement Group"
by johnnie vigil

October 24, 2012

"I’m employed at one of the well-known software companies and will be retiring in the coming February. As I have no idea of retirement planning, I was feeling stressed. My company suggested me to attend seminars by The Retirement Group. The expert there though was slow in talking but had immense knowledge about the investment planning, Verizon’s Pension Plan, 401k Plans and Fidelity’s Netbenefits. The seminar was worth attending. But a word of caution, don’t try the food served at the end."

  
"The Retirement Group "
by Clarence Richarson

August 13, 2011

" 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. The speaker was very nice and provided a lot of interesting information. Didn’t get to grab some food since we came late but I heard it wasn’t that great anyway. "

  
"The Retirement Group "
by Kenneth Castle

July 29, 2011

"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. "

  
"The Retirement Group"
by daniel ayoub

July 22, 2011

"Over that last 10 years many of my coworkers have gone to a workshop given by The Retirement Group. I work at Verizon and I was surprised at how much they knew about our benefits plans and health plans. At the last seminar in July the room that the workshop was very hot though, the air conditioning must have been broken or something. We were going through a heat wave so they did not help. I also had to sit next to a very sweaty person and that didn’t help. It was nice that they offered a complimentary lunch though and the food wasn’t that bad. I signed up to go to another one in a couple months. "

  
"Not a sales presentation"
by krmarski84

November 19, 2010

"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."

  
"Good seminar"
by Retired and love it

November 17, 2010

"I enjoyed the seminar I went to. The fish smelled funny, but the talk was good."

  
"Retirement Benefits Help"
by Mary Johnson

October 04, 2010

"When I found out that my job might be being moved to Dallas I began calling and emailing my parents broker to set up an appointment to go over 401K, additional benefits, etc. No response. Finally 3 weeks later I get a generic mass email from this broker saying he's leaving the company and someone will contact us soon. Since I had been going to The Retirement Group Seminars in San Ramon for years I decided to give them a call. I was immediately able to talk to a Retirement Specialist and they set up an appointment for me to meet with Jeremy Keating. They walked me through the netbenefits.fidelity.com site and helped me determine what benefits I would be eligible for if I was forced into an early retirement. I met with Jeremy and he was very knowledgeable about the AT&T Pension Plan and the AT&T 401K plan. He was able to help me determine when the best time to retire would be and how I could get the most out of my benefits. He explained it in a way that even I could really understand this kind of stuff. Jeremy and The Retirement Group rates a 6 out of 5, in my book. I refer all my friends and co-workers to him without reservation. I trust Jeremy completely and he definitely has my vote of confidence."

  

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