The Retirement Group

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5414 Oberlin Dr Ste 220
San Diego, CA 92121
The Retirement Group LLC specializes as a financial advisory group providing transition planning and lump sum distribution. Based in San Diego, Calif., the firm offers a wide range of financial services, such as tax planning, investments plans, financial planning and insurance planning, to name a few. It also provides estate planning, personal finance and retirement plans services. The Retirement Group LLC educates employees that are transitioning or retiring from AT&T, Qwest, Raytheon, Chevron, Hughes, Merck, Pfizer, Northrop Grumman, Exxon, Caterpillar, Wyeth, and Bank of America through monthly newsletters and seminars given throughout the United States.

Reviews

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2.515 reviews
Photo of Mike G.
Mike G.
2/24/2022

My father , mother and I attended a zoom meeting. My father works for Chevron and I was assisting him through retirement as finances are not his strength. My father also was diagnosed with a...

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Yuri Q.
5/8/2021

Don't waste your time in this company. They don't even know who they want to hire. I got an invitation to have face to face second-round interview today. However, they cancel it right before the...

Flor B.
5/14/2021

I work for kaiser and attended a webinar The Retirement Group was having. The information was very helpful in explaining tax planning and pension. Thank you Michael Lee for the presentation I will...

Tiana R.
5/5/2021

I used to work for The Retirement Group as an administrative assistant before the pandemic. I don't have any complaints other than my hours being cut so I had to look for work elsewhere. I really...

Christian M.
5/1/2021

I attended a webinar that Michael Lee did for ATT. I found the material very informative but he kind of talked fast. I'm looking forward to more webinars.

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