The Retirement GroupAdd to Favorites
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 800-900-5867
Extra - 832-730-5999
- Address:
- 5414 Oberlin Dr Ste 220 San Diego, CA 92121
- Email:
- Other Emails:
- Link:
- Categories
- Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services
- Payment Options
- AKA
The Retirement Group LLC
General Info
The Retirement Group LLC specializes as a financial advisory group providing transition planning and lump sum distribution. Based in San Diego, Calif., the firm offers a wide range of financial services, such as tax planning, investments plans, financial planning and insurance planning, to name a few. It also provides estate planning, personal finance and retirement plans services. The Retirement Group LLC educates employees that are transitioning or retiring from AT&T, Qwest, Raytheon, Chevron, Hughes, Merck, Pfizer, Northrop Grumman, Exxon, Caterpillar, Wyeth, and Bank of America through monthly newsletters and seminars given throughout the United States.
Contact Info
Reviews
01/26/22
Provided by YP.comMy Co-worker invited my to visit online and viewed a Microsoft Teams-Citrix type presentation on Chevron Pension Planning and Lump Sum presented by A Tyson Mavar . The information was very helpful and informative, especially the part about 72t and CVX NUA as I really had no idea how that worked. Thank you for the presentation I will be calling soon.