The Retirement Group

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10509 Vista Sorrento Valley Parkway
San Diego, CA 92121

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(858) 404-8900
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Reviews
( 76 )
( 14 )
( 7 )
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( 2 )

Best

I signed up for a google meet video on that the Retirement Group has every Friday for material about the retirement process the benefits about it and when it is ideal to do so. I ...

Worst

They were unprofessional, and lied about my future.

Useful 1/2/2013

I've been to some seminars, took great used of what they had to say, and the free food was an added benefit. I sometimes find myself bored with repetitive information, but leave with more knowledge. more
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The Retirement Group Seminar 11/11/2012

Enjoyed the seminar, but it was a bit crowded. The presentation was also dry at times and I was bored, but I walked away with good information. more
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Seminar in Austin 10/31/2012

Attended a seminar with the Retirement Group a few months back. Useful and enlightening. Would recommend. more
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Workshop with Brent Wolf 10/31/2012

Brent Wolf of The Retirement Group assisted me after I attended an AT&T workshop discussing my Pension. Information was useful, but he was a little monotone and the venue was a little too crowded. more
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Retirement Group Seminar- not bad! 10/30/2012

I attended the Sempra seminar in Austin and felt good about being there. Only comment was that having the luncheon during the speaker was a little bit distracting and it was a little overcrowded, maybe a bigger venue would be better??? Besides that I thought Steve Toto was a great speaker. more
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The Retirement Group 10/27/2012

The Retirement Group seminar was eye-opening especially when I’m trying hard to keep my finances straight for a secured financial life after retirement. The speaker had immense knowledge and covered lot of points, that I wasn’t even aware of related to investment and financial planning, estate and tax planning and Fidelity Netbenefits. The complimentary lunch provided tasted horrible. more
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Retirement Group 10/24/2012

I work with the well-known construction company and my retirement is just 6 months away. My friends suggested attending the Retirement Group seminar as they are certified financial planners and retirement specialists. The team of experts there helped me plan my retirement, investments, estate and tax planning. The seminar leaves me impressed but the food was horrible. more
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No complaints here!! 5/2/2012

I attended a workshop several months ago and have to admit I was very skeptical in the beginning, but realized that these seminars really give people a peace of mind as far as having financial security in retirement. They gave me a complimentary cash flow analysis called a Retirekit which made me realize I needed to really budget myself in order to be secure. I have no complaints with The Retirement Group so far and I plan to recommend them to my family and friends. more
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The Retirement Group 11/3/2011

I always attend the seminar presented by The Retirement Group for Sempra. They are marvelous. In every new seminar they have something uncommon to declare and make us aware of it. They always come up with the new ideas and superior approach to make the life after retirement lot better and secured. The financial advisors are also present there to provide personal guidance on individual demand after the seminar is over. The post seminar lunch is an issue that better remains untouched as the group never tries to improve on it. more
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The Retirement Group 10/20/2011

Whenever I used to think about my retirement, I always used to get panic attacks. How will I fulfill my family needs then, was a question that always hooked me. One day, one of my peers offered me to join him to the seminar of The Retirement Group for AT&T. I accepted his invite and joined him there. The seminar was a perfect stress buster! The experts at the seminar uncovered me with new ideas that will help in making my retirement life beautiful. The complementary lunch was dry and cold but never mind as the seminar served me with many benefits that I could ever imagine. more
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The Retirement Group 10/18/2011

Few days back, one of my colleagues offered me to join him at the seminar of The Retirement Group for Verizon and then we both went together for it. The seminar was simply commendable. The advisors out there were serving us with brilliant ideas and plans which will help us in leading a luxurious life after retirement. As we were a bit late, one of the experts took initiative to give us the synopsis of the session. I was deeply impressed by their noble work but would recommend them to provide better food in upcoming sessions. more
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The Retirement Group 10/14/2011

Retirement is the stage that I never want to face. To my horror, I just few years away from retirement. So I have now decided to fight the worries by laying down a better foundation to make my future safe and secure. The Retirement Group seminar provided me a perfect retirement solution. I happened to attend their seminar to create awareness among the job holders regarding the endless retirement schemes and benefits for their secured future. The group excels in educating about the up-to-minute plans and policies. But they need to pay attention on the lunch service which is pathetically poor. more
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retirement life 10/11/2011

I rarely used to think about my retirement life unlike my wife who always worries for the same. One day, my friend invited me to join him at the seminar of The Retirement Group for Chevron. I thought it would be a sheer time waste, but my wife pestered me to attend the seminar. To be honest the seminar was remarkable with clear focus. Their purpose was to make us aware of the relevance and importance of planning our retirement to be able to manage a better secured life. The seminar was eye-opener for me. I would recommend my friends too that they must attend the seminars. I would also suggest them to avoid post seminar lunch which was simply unhygienic. more
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The Retirement Group 10/5/2011

I heard great about The Retirement Group from few of my peers and was asked to attend at least one of their seminars hosted for Sempra to enhance my knowledge on retirement plans. I was a bit skeptical to go there. But after giving an attendance there, undoubtedly I can say that they were too good on their part besides the lunch aspect. I did not feel bored even for a while during the entire presentation. The speaker was good and the motive too. They really helped me in planning for my retirement life. I express my sincere gratitude for helping me design the retirement portfolio with utmost care to ensure happy and secured life. more
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The Retirement Group 9/30/2011

My first seminar that I attended was good, but the food? It is better not to talk about it. I attended PG&E seminar organized by The Retirement Group. I cannot recall the name of the speaker, but one thing is for sure, his knowledge and expertise was amazing! His concepts were clear and he patiently replied to all the queries. He assisted me in carefully charting out my retirement plans to optimize on the profits. I will surely recommend the seminars to all my friends and colleagues who are keen on making their life better. more
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The Retirement Group are awesome 9/29/2011

Trust me the monthly seminars and workshops for AT&T by The Retirement Group are awesome. They are excellent with advices on future retirement plans. The customized retirement portfolio designing services gave me an added satisfaction that my and my loved ones life is secured even after I retire. I would surely advise my co-workers to attend the seminars whenever they can catch time for it. The complimentary lunch served though, was not great, but never mind, still the seminar was worth attending. more
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The Retirement Group 8/18/2011

I attended three of The Retirement Group AT&T workshops and found them pretty helpful. There were a lot of people at this seminar and it was located in a small room also so it was a bit stuffy. I liked what the presenter had to say about retirement, he knew a lot of information. I would go early if you want a seat more
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The Retirement Group 7/22/2011

Dan Crowe and Kevin Landis are CFP's at the Dallas office of The Retirement Group. They are specialists with extensive knowledge in financial services and retirement benefits. Thousands of employees from major corporations such as AT&T, and Texas Instrument, and others have worked with The Retirement Group’s expert advisors. My wife works for TI and I work for Verizon. Dan Crowe has expertise in Retirement Planning, Investment Management, Taxation and Estate Planning, establishing him as a sought after partner in strategic planning. Advisors from The Retirement Group consider each client’s situation unique and will provide services based on each individual client’s needs. more
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Ishan Goradiya 7/21/2011

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 info@retiregroup.com. We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee. * The Retirement Group?? is not affiliated nor endorsed by your employer. We are an independent financial advisory group. more
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