The Retirement Group
10675 Sorrento Valley Rd, San Diego, CA 92121
Reviews
06/26/2013
Provided by YP.comI'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.
06/25/2013
Provided by YP.comStop 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.
06/25/2013
Provided by YP.comI'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!
01/03/2013
Provided by YP.comI 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.
01/03/2013
Provided by YP.comThis 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.
01/03/2013
Provided by YP.comTwo 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,
01/02/2013
Provided by YP.comI'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.
11/12/2012
Provided by YP.comI've been coming here for years for my financial planning and advice. Love the company and the associates. The service is fantastic.
11/11/2012
Provided by YP.comIf 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!
11/06/2012
Provided by YP.comI 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!
10/29/2012
Provided by YP.comI 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.
10/27/2012
Provided by YP.comI 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.
10/24/2012
Provided by YP.comI 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.
04/13/2012
Provided by YP.comI 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.
10/05/2011
Provided by YP.comI 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.
04/12/2011
Provided by YP.comI 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.
03/17/2011
Provided by YP.comI 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
- Other Link
- Categories
- Retirement Planning Services, Financial Services