This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
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 watch a computer live presentation. My Co-worker invited me to visit online and viewed a Microsoft Teams-Citrix type presentation presented by Michael Corgiat. 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 appointment.
Enjoyed the webinar hosted by Michael Lee. Been to some before that make you feel pressured and talk over your head. Not the case with The Retirement Group. They make you feel comfortable and provide ideas that can help me now.
I signed up for a google meet video that the Retirement Group has every Friday for information about the retirement process the benefits of it and when it is ideal to do so. I found the Computer Webshop (Zoom etc) very informative and knowledgeable. Wesley Boudreaux explained everything very clearly.
Enjoyed the Computer Webshop (Zoom etc) hosted by Michael Corgiat. Been to some before that make you feel pressured and talk over your head. Not the case with The Retirement Group. They make you feel comfortable and provide ideas that can help me now.
After was invited to check out a online video series using the software the Computer Webshop (Zoom etc) hosted by Steve Boblis on Tax planning My concerns were only partially answered after taking the course so have need help and questions. I thought it was informative but I think I still need help. I just don't understand how inflation affects my retirement? I will call The Retirement Group to set up an appt using Zoom for free 15 minute discussion.
I really liked the Computer Webshop (Zoom etc) I was invited to attend for ATT employees. After working at AT&T for 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. I really liked the Computer Webshop (Zoom etc) I was invited to attend for ATT employees. After 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have a... read more
I am an administrative assistant at The Retirement Group. I really enjoyed working with Michael Lee. I am looking forward to going back to the office now that this pandemic is almost over.
I worked for the retirement group in 2019 before the pandemic started. I wish I could’ve gotten more experience with them but unfortunately my hours got cut because of it. I’m looking forward to having an opportunity to go back.
I watched a webinar for ATT employees that was presented by Michael Boudreaux. He did a great job at explaining the taxes and tax planning. I will definitely be calling them to set up an appointment.
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 closed now. It will open tomorrow at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com