The Retirement Group LLC

davidmayfield 

on Yellow Pages

12 years ago

I will be retiring from my services the coming March and was looking for help on my finances. The Retirement Group helped me prepare well for my transition period and retirement. They designed my retirement portfolio, pension plan, financial planning, portfolio construction and tax planning. I attended the seminar and the person was well versed with the Verizon 401k plan and AT&T 401k plan. The food served at the end of the seminar was bland. 

johnnievigil 

on Yellow Pages

12 years ago

I work with Bank of America and I’m nearing my retirement. This mere thought fills me with anxiety. But after the help from The Retirement Group I feel lot better and relaxed. These professionals focus on retirement planning and designing of unique retirement portfolio to meet out the demands of individuals. The experts here are masters of Netbenefits, ING retirement plan and 401K plan and help me take the charge of my finances after retirement. 

ganderson54 

on Yellow Pages

12 years ago

I have been with the Retirement Group for 4 years and so far have had no complaints. They are very nice people and offer great service with my retirement planning. 

herald46 

on Yellow Pages

13 years ago

I finally went to a workshop that was offered for my company (Northrop Grumman) and was unfortunately being let go with a decent severance. I wasn’t sure if it was the best time for me to enter into retirement. I was able to speak with the advisor after the seminar and was later given my complimentary Retire Kit, which gave me projections on my retirement. It opened my eyes towards the seriousness of my situation and was given great advice and help towards security. The advisers at the Retirement Group specialize in companie... read more

padres1959 

on Yellow Pages

13 years ago

I went to a workshop last week. The Retirement Group provided food for us but it was bland and the room was stuffy and small. The presentation was pretty informative though and the speaker was engaging. I would recommend. 

ilovesd 

on Yellow Pages

14 years ago

I attended one of the workshops from The Retirement Group because a coworker referred them to me. Thought it was helpful information for retirement planning. I don't remember the name of the presenter we had but we was a good speaker. Didn't really like the food that was served and they had the AC on way too high. I would have preferred this workshop in a different setting but overall I think I would recommend them.