The Retirement Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

5414 Oberlin Dr Ste 220, San Diego, Cali...

Phone Number

(800) 900-5867

Revenue

$8.4 Million

Industry

Finance Training Education Securities Trading Lending & Brokerage

About The Retirement Group

The Retirement Group offers educational resources such as Retirement Guides and online classes aimed at helping employees and retirees enhance their financial strategies. Their services focus on increasing benefits related to pensions, lump-sum payments, 401(k) savings, value investments, tax planning, and Social Security. The company targets corporate employees seeking to improve their retirement planning and financial literacy. They provide a supportive environment with access to experienced financial advisors and ongoing updates on industry-related issues.Explore more
The Retirement Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

The Retirement Group Org Chart

PhoneEmail
LS
United States flag for contact location.

Customer Service Specialist

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Investment Advisor & Representative

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Executive Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Retirement Group

$8.4M
11-50
Private
-
2013
LS
Lisa SweereCustomer Service Specialist
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
11-50
Private
-
1950
Illustration of an envelope

The Retirement Group Tech Stack

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Frequently Asked Questions Regarding The Retirement Group

What is The Retirement Group's official website?
The Retirement Group's official website is www.theretirementgroup.com
What is The Retirement Group's Revenue?
The Retirement Group's revenue is $8.4 Million
What is The Retirement Group's SIC code?
The Retirement Group's SIC: 62,628
What is The Retirement Group's NAICS code?
The Retirement Group's NAICS: 52,523
How many employees does The Retirement Group have?
The Retirement Group has 11-50 employees
What industry does The Retirement Group belong to?
The Retirement Group is in the industry of: Finance, Training, Education
What is The Retirement Group competition?
The Retirement Group top competitors include: Bay Financial Associates, OWL Private Wealth Advisors
What companies has The Retirement Group acquired?
The Retirement Group has acquired the companies: Lake Tahoe Wealth Management, Hoover Financial Advisors, Brian Fricke, Spectrum Wealth Management
What technology does The Retirement Group use?
Some of the popular technologies that The Retirement Group uses are: Lucky Orange, Bing Ads, Eploy, Smarsh
How do I contact The Retirement Group?
The Retirement Group contact info: Phone number: (800) 900-5867 Website: www.theretirementgroup.com
What does The Retirement Group do?

The Retirement Group offers educational resources such as Retirement Guides and online classes aimed at helping employees and retirees enhance their financial strategies. Their services focus on increasing benefits related to pensions, lump-sum payments, 401(k) savings, value investments, tax planning, and Social Security. The company targets corpo... rate employees seeking to improve their retirement planning and financial literacy. They provide a supportive environment with access to experienced financial advisors and ongoing updates on industry-related issues.Read More

What are The Retirement Group social media links?
The Retirement Group Linkedin page The Retirement Group Twitter page The Retirement Group Facebook page
Is The Retirement Group a public company?
The Retirement Group is private company therefore does not currently have an official ticker symbol
See more information about The Retirement Group

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