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6028 Sterling Dr, Colleyville, TX, 76034, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Carlos and his partner Steve's Kaiser Permanente retirement consultation helped me see which direction I should head in my career and investment plan. They have a strategic approach to investing that helps to ensure dips in the markets don't impact his clients to the level mutual funds encounter. I have already recommended them to family and friends. Other advisors are intimidating and make it scary to give someone my life savings. This is the biggest financial decision of my life! When I talk to The Retirement Group, Carlos... read more
I did what I should have done years ago, I called The Retirement Group and set up a meeting with Tyson. I am so happy that he was able to help. I really have not had the best experiences with Financial Advisors in the past. They are intimidating and make me feel like I don’t understand anything. I get the best treatment from the team at The Retirement Group. They explain things so simply in the webinars on Youtube and Zoom. The retirement paperwork process from AT&T was so complicated when I retired and Tyson helped me under... read more
I'm not really into giving reviews but The Retirement Group Team of Advisors is really worth my time. Their staff are superb! Honest services. I joined The Retirement Group Team of Advisors by listening to Webinar and Podcast and getting the basic information regarding their services. I had to admit that if my colleague didn't push me, I wouldn't go for it. It's not because I didn't trust them I just didn't think the timing was right. It started after I saw an email about one of their AT&T webinar seminars and decided I'd ch... read more
The advisory team at The Retirement Group Chevron retirement planning has brought confidence to our life Retirement plan. From our practice income and current retirement investing, to Transition assistance and planning for eventual retirement, they have been completely fantastic. TRG and Tyson use refined value styled asset allocation tools with a long term outlook to growth and capital preservation. Regular performance reporting is excellent and annual in depth reviews of performance, goal review and overall review of net w... read more
First of all we want to thank The Retirement Group, Brent and Paul for what they do, I can't find even 1 complaint. It's because of you that we have a firmer grasp of our personal finance and the steps we need to take to ensure fiscal health. The knowledge we have gained by joining the team. They have been with The Retirement Group Chevron retirement planning for over 20 years and their service is outstanding. Thank you for the work you do. We value your service and the financial stability we have achieved.
DFW Retire has a 4.6 star rating with 9 reviews.
DFW Retire is closed now. It will open tomorrow at 9:00 a.m.
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