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The Retirement Group LLC
- Financial Services
- San Diego, CA
About this business
The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies through monthly newsletters and seminars given throughout the United States. We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning corporate employee. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please call us at 800-900-5867 or email us at info@theretirementgroup.com, to learn ... read more
Location details
5414 Oberlin Drive #220, San Diego, CA, 92121, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 2:00 p.m. | |
| Sun | Closed |
With layoffs abound at our division at AT&T the CWA invited us to view a computer live G-Meeting-Webex that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the G-Meeting-Webex very informative and knowledgeable. Wesley and Steve explained everything very clearly.
My Co-worker invited my to visit online and checked a Webex type presentation on Pension Planning presented by Wesley and Steve. I thought it was very informative for Conoco Employees. I told my friends they should view the Zoom-Webex from The Retirement Group too!
We was invited to attend the CWA sponsored presentation from a flyer we received in the mail or on the site. I do not really remember It was a computer generated classes on Zoom or Webex for AT&T employees mostly non management presented by Wesley and Steve. The speaker was Tyson Mavar and He discussed tax planning, pension and a few more things I thought could be useful to know more about. I am definitely going to call them to set up an appt using Zoom for free 15 minute discussion.I really liked the online Zoom video webin... read more
I really liked the online Zoom webinar (Zoom etc) I was invited to attend for Kaiser Permanente employees. I am ready to call it quits; it has been so hard working during this pandemic. I feel fear and concern and uncertainty of changing and retiring though. I was invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel comfortable and provided ideas that can help me now.
After attending the Zoom-Webex hosted by Paul and Brent on my Paperwork Process when retiring from Kaiser Permanente I still have questions on when I should start my benefit commencement however. I thought it was informative but I think I still need help. I will call The Retirement Group to set up an appointment. I watched the WebEx videos and the YouTube videos and felt they really helped me understand whether I need an advisor, if I should take a lump or annuity and if interest rates have an impact on when I go.
I attended a Zoom that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the Zoom very informative and knowledgeable. Steve and Tyson explained everything very clearly. I also Love the YouTube channel the cookies and Starbucks cards.
I have been kicking the retirement can down the road for years I now am forced to retire as layoffs are coming in 3 months and rates are going up. Steve was recommended to me by one of his clients. He provided me with comprehensive ExxonMobil retirement planning and I was very satisfied with what they did. They are professional, knowledgeable and experienced. The approach they took was logical and very clear and it was really useful. I would highly recommend them. I also appreciate the resources I get from The Retirement Gro... read more
My last advisor was short, curt and very condescending. They did not listen and they were friends with my co worker. It was pleasure to see so much Passion, knowledge, and a genuine interest in achieving the best for clients. This is what makes a truly professional Chevron retirement planning Adviser. I believe Patrick has this and more. At the first steps of immigration, he helped us in different aspects of retirement planning. Any time I need anything I can call his assistant Krista and she is so great! They are very patie... read more
Kevin is so professional in providing services to customers and was really helpful in getting me the best insurance package I needed. I always get super professional and very precise work from Kevin. Responsiveness and caring are the key personalities of him. He has helped me in finding the best insurance for the past couple of years and He has always advised me on the best options in regards to my retirement from AT&T. The youtube channel with a library of webinars is so cool, I watched about 10 videos already.
Frequently asked questions about The Retirement Group LLC
How is The Retirement Group LLC rated?
The Retirement Group LLC has a 4.2 star rating with 57 reviews.
When is The Retirement Group LLC open?
The Retirement Group LLC is open now. It will close at 5:00 p.m.
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