Retegy
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
200 Spectrum Center Dr Ste 300, Irvine, ...Phone Number
(949) 662-3212Website
www.retegy.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Retegy
Retegy is a registered investment advisor that specializes in reimagining retirement planning for individuals approaching retirement. They offer a comprehensive retirement planning service that includes risk management, long-term investment strategies, tax minimization, and a holistic financial planning approach. Their tools allow clients to track their financial information, model different scenarios, and receive daily updates on their progress. Retegy aims to help clients create a sound financial plan to achieve their retirement goals and maintain their desired lifestyle.Explore more
Retegy Org Chart
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Retegy Tech Stack
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Retegy is a registered investment advisor that specializes in reimagining retirement planning for individuals approaching retirement. They offer a comprehensive retirement planning service that includes risk management, long-term investment strategies, tax minimization, and a holistic financial planning approach. Their tools allow clients to track... Read More
