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Reviews

W
winning8

06/26/2013

Provided by YP.com

I've been nervous about my retirement planning, so the workshop helped me set things in order so I could continue on without apprehension. I would suggest there being more space in the venue because it was a little too crowded and made it hard for me to hear what was being said.

I
iloveca

06/25/2013

Provided by YP.com

Stop putting things off!! John Jastremski was ceaselessly helpful and engaging during the workshop. I got help with understanding the transition from worker to retiree and they had complimentary food too, so it doesn't hurt to go.

S
skyisthelimit2

06/25/2013

Provided by YP.com

I'm a huge fan of the seminars, would really wish it was a wee bit more interactive for those of us still learning about managing our finances, regardless I learn more each time. Thanks Brent for another wonderful seminar!

S
scarlett2

01/03/2013

Provided by YP.com
I used to be worried about my ...

I used to be worried about my future and wondered what I would do when it was my time to retire. Since then, I've attended the seminars and felt not only confident about my future, but at ease. I look forward to retirement now.

A
aa7878

01/03/2013

Provided by YP.com
This is where I go for all my ...

This is where I go for all my future financial planning. I like the company, they are very knowledgeable people and always address my concerns.

With that, I'm happy to have been going to TRG for all this time.

F
forest4

01/03/2013

Provided by YP.com
Two weeks ago I attended a sem...

Two weeks ago I attended a seminar that provided great information. I'm happy that I got a chance to make it out there although I found the presentation a bit boring at times so it was hard to stay awake,

J
jjjaaax

01/02/2013

Provided by YP.com
I've only gone to one seminar,...

I've only gone to one seminar, and while the information was useful the venue itself was hot and stuffy so it detracted from the presentation as a whole.



I got a chance to speak to Steve Toto afterwards and I was impressed with him and his knowledge he was the real reason for the three stars.

A
alsigfried07

11/12/2012

Provided by YP.com
I've been coming here for year...

I've been coming here for years for my financial planning and advice. Love the company and the associates. The service is fantastic.

M
mbhendrick

11/11/2012

Provided by YP.com
If you have financial concerns...

If you have financial concerns especially when it comes to retirement the best advice I can give is: go to the seminars! I'm not kidding, I learned a lot and I feel relieved. The Retirement Group's seminar I attended a week or so ago was everything I needed and more. Go, go, go!

C
clearskies9009

11/06/2012

Provided by YP.com
I didn't realize how little I ...

I didn't realize how little I actually knew and was prepared for when it came to my retirement until I went to one of TRG's seminar last week with the FSC advisor...Joe Haywood. All I can say is that I went in there uncertain of how helpful the seminar would actually be and I left feeling empowered. I definitely learned that your retirement is not something to procrastinate on. Happy I went!

A
alicia25576

10/29/2012

Provided by YP.com
I attended a GSK Seminar by Th...

I attended a GSK Seminar by The Retirement Group. To be honest, I was at a loss and needed some guidance with transitioning into a retiree. Jeremey Keating was very engaging and I got the help I needed, no complaints here! I feel relieved.

D
davidmayfield

10/27/2012

Provided by YP.com
I will be retiring from my ser...

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.

J
johnnievigil

10/24/2012

Provided by YP.com
I work with Bank of America an...

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.

G
ganderson54

04/13/2012

Provided by YP.com
I have been with the Retiremen...

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.

H
herald46

10/05/2011

Provided by YP.com
I finally went to a workshop t...

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 companies like Northrop and many others. They know the 401(k), IRA, and pension plans like no other company I have talked to. My advice to anyone is to attend the workshops and take advantage of the free Retire Kit.

P
padres1959

04/12/2011

Provided by YP.com
Retirement Group Review

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.

I
ilovesd

03/17/2011

Provided by YP.com
The Retirement Group

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.

More Business Info

Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 419-593-0044

Local: 858-404-8900

Fax: 866-936-0750

Payment method
amex, cash, debit, discover, master card, visa
Location
Corner of Sorrento Valley Rd & Arbutus St
Neighborhoods
Sorrento Valley, Northern San Diego
AKA

Retirement Group LLC

Retirement Group Llc The

Jastremski John

The Retirement Group LLC

Categories
Retirement Planning Services, Financial Services
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