The Retirement Group LLC

Partners in Retirement

General Information
Company Name
The Retirement Group LLC
Founded Year
1993
Location (Offices)
San Diego, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
Finance, Financial Services
Funding Stage
-
Social Media

The Retirement Group LLC - Company Profile

The Retirement Group LLC is a financial services company, founded in 1993, that specializes in retirement planning and the design of retirement portfolios for corporate transitioning employees. The company offers educational resources such as monthly newsletters and seminars throughout the United States. However, it is important to note that The Retirement Group® is not affiliated nor endorsed by specific companies such as AT&T, Bank of America, Fidelity, and Verizon. The company provides independent financial advisory services and is not tied to any specific employer. Securities offered through FSC Securities Corporation, member FINRA/SIPC, while investment advisory services are offered through The Retirement Group, LLC, a registered investment advisor not affiliated with FSC Securities Corporation. Overall, The Retirement Group LLC positions itself as a comprehensive resource for individuals transitioning into retirement. Its focus on providing education and knowledge through workshops and informational materials underscores its commitment to empowering individuals to make informed financial decisions during this critical life phase. While the company's last investment and investors are not specified, its longevity since 1993 and focus on retirement planning within the finance and financial services industries present an interesting potential for investment and collaboration.

Taxonomy: retirement planning, financial professionals, retirement portfolios, transition planning, investment advisory services, seminars, lump sum distribution, IRA rollover, employee education, independent financial advisory, FSC Securities Corporation, retirement workshops, corporate transitioning, retirement newsletters, retirement seminars

Funding Rounds & Investors of The Retirement Group LLC (0)

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There is no investment information

Latest News of The Retirement Group LLC

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No recent news or press coverage available for The Retirement Group LLC.

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