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Financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate employee.

The Retirement Group educates employees that are transitioning or retiring AT&T, Qwest, Chevron, Hughes, Northrop Grumman, Raytheon, and Verizon through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through our workshops that we conduct monthly in your area. Please attend a free workshop, fill out the Retirekit Questionnaire, the Asset Allocation Questionnaire or call 800-900-5867 or email us at [email protected]. * ...

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  • Tue 7:00 AM - 6:00 PM
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Reviews (16)
5.0
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Leslie Manning
· Mar 23
I attended a Zoom-Webex on tax planning for Chevron employees. Wesley and Steve did a great job. I'll be giving them a call to set up an appointment. I need help with deciding when I should retire from Occidental Petroleum as I have a disabled daughter and want to make sure she is taken care of.
Regina Thompson
· Mar 22
After 4 hours of video meeting per day the desire of getting on another video call was distasteful and honestly just sick and tired of looking at my screen I was coerced to see a Virtual Retirement and Benefits Seminar on Pension planning for Chevron employees. The Word choice has now changed from Covid, Delta Omicron variant , epidemiologist, virology test kits , and false positives replaced by Words like lump vs annuity, age penalties, NUA and age penalties, interest rates, health care increases Wesley and Steve did a great job. I had so many questions on the Interest Rates and how they affect my Pension at AT&T. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion.
Jason Johnson
· Mar 21
I really admire the Computer webinar (Zoom etc) hosted by Paul/Wesley. I have was invited to attend some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel relaxed and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension.
Detailed Information
  • Location TypeBranch
  • Opening Date1994
  • Annual Revenue Estimateunknown
  • SIC Code show
  • Employees20 to 49
  • Contactsshow
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