Retirement Group LLC

★★★★☆
  • 10509 Vista Sorrento Pkwy Ste 205

    San Diego, CA 92121

    Map & Directions
  • 858-404-8900

About Retirement Group LLC

Hours
Mon-Fri 7am-6pm

Health & Medical

Health & Medical
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I was assisted by Tyson Mavar of the Retirement Group and I have to say that he was fantastic. I was introduced to the retirement seminars by a friend of a friend and that's what really took off. It was do or die for me and my family. I was doing the best that I could, but help was needed.

4
★★★★☆

I was assisted by Tyson Mavar of the Retirement Group and I have to say that he was fantastic. I was introduced to the retirement seminars by a friend of a friend and that's what really took off. It was do or die for me and my family. I was doing the best that I could, but help was needed.

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My newfound understanding of my future and my finances stemmed from the retirement group. Too often I have gone through life unprepared and I knew that after working for AT&T for 15 years, retirement shouldn't be one of them. The seminars greatly helped me.

4
★★★★☆

My newfound understanding of my future and my finances stemmed from the retirement group. Too often I have gone through life unprepared and I knew that after working for AT&T for 15 years, retirement shouldn't be one of them. The seminars greatly helped me.

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My coworker brought to a a seminar hosted by The Retirement Group. I had a few questions on my retirement options through Merck and we had talked about before. She invited me to a seminar, so I went with her. The food was okay - I can't remember which restaurant it was held at. Anyway, I'm really glad I went. They offered a retirement plan as a follow to the seminar. Jesse Reinle explained to me my options for retirement and what benefits I will have when I retire. For only an hour or so of my time, it was definitely worth it. Thanks guys!

4
★★★★☆

My coworker brought to a a seminar hosted by The Retirement Group. I had a few questions on my retirement options through Merck and we had talked about before. She invited me to a seminar, so I went with her. The food was okay - I can't remember which restaurant it was held at. Anyway, I'm really glad I went. They offered a retirement plan as a follow to the seminar. Jesse Reinle explained to me my options for retirement and what benefits I will have when I retire. For only an hour or so of my time, it was definitely worth it. Thanks guys!

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I have attended several seminars by The Retirement Group and have had good experiences every time, so I thought I would write a review. I learn alot every time I go and it always motivates me to be more proactive with my retirement planning. The financial advisers that I have spoken to are Tyson Mavar and Richard Gigliotti, both of whom are very professional and knowledgeable. I recommend everyone attend at least one seminar with this group.

4
★★★★☆

I have attended several seminars by The Retirement Group and have had good experiences every time, so I thought I would write a review. I learn alot every time I go and it always motivates me to be more proactive with my retirement planning. The financial advisers that I have spoken to are Tyson Mavar and Richard Gigliotti, both of whom are very professional and knowledgeable. I recommend everyone attend at least one seminar with this group.

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1 out of 1 people found this review helpful.

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I was scarred of retiring for quite some time. I wasn't sure if I'd have enough money and I certainly didn't understand how the process works. After attending several seminars and talking with Jesse Reinle, I felt much more confident. Jesse Reinle and TRG were able to answer all of my questions about my pension and other benefits. They helped me with healthcare, too. Attend a seminar and see for yourself.

4
★★★★☆

I was scarred of retiring for quite some time. I wasn't sure if I'd have enough money and I certainly didn't understand how the process works. After attending several seminars and talking with Jesse Reinle, I felt much more confident. Jesse Reinle and TRG were able to answer all of my questions about my pension and other benefits. They helped me with healthcare, too. Attend a seminar and see for yourself.

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I happened to attend a workshop a little while back because it was free and close to where I lived so I thought, "why not?!" I was not disappointed. I know they are financial professionals and they know what they are doing. Brent Wolf assisted me and helped me feel like I finally have a better handle on my life for both me and my family.

5
★★★★★

I happened to attend a workshop a little while back because it was free and close to where I lived so I thought, "why not?!" I was not disappointed. I know they are financial professionals and they know what they are doing. Brent Wolf assisted me and helped me feel like I finally have a better handle on my life for both me and my family.

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1 out of 1 people found this review helpful.

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I've had nothing, but good experiences with TRG especially when it came to their seminars. Finding the venue was easy and the seating was not a bad experience.

4
★★★★☆

I've had nothing, but good experiences with TRG especially when it came to their seminars. Finding the venue was easy and the seating was not a bad experience.

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5 stars straight away for the orator John Jastremski, for inspiring my major ah-ha! moment. Pension planning, simplified and expanded. Frankly, I feel like this saved me so much trouble. I'm mostly just upset I didn't go to one of these sooner, I could have saved myself some trouble.

5
★★★★★

5 stars straight away for the orator John Jastremski, for inspiring my major ah-ha! moment. Pension planning, simplified and expanded. Frankly, I feel like this saved me so much trouble. I'm mostly just upset I didn't go to one of these sooner, I could have saved myself some trouble.

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Went to one seminar with The Retirement Group. No complaint other than it was in a very small room. I was invited by Tyson Mavar. Tyson also attended the seminar. I asked a question about my 401k plan after the presentation and Mavar was very helpful. Not a bad experience sense it was free.

3
★★★☆☆

Went to one seminar with The Retirement Group. No complaint other than it was in a very small room. I was invited by Tyson Mavar. Tyson also attended the seminar. I asked a question about my 401k plan after the presentation and Mavar was very helpful. Not a bad experience sense it was free.

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1 out of 1 people found this review helpful.

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The workshop the Retirement Group provided was great beginning information for those who were not as well-versed in the topics, but the actual venue was a poor choice it was honestly too crowded as some had mentioned before.

4
★★★★☆

The workshop the Retirement Group provided was great beginning information for those who were not as well-versed in the topics, but the actual venue was a poor choice it was honestly too crowded as some had mentioned before.

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I attended a couple of The Retirement Group's workshops for AT&T and saw they were beneficial. I have to say that the room was far too crowded and felt stuffed at times.

3
★★★☆☆

I attended a couple of The Retirement Group's workshops for AT&T and saw they were beneficial. I have to say that the room was far too crowded and felt stuffed at times.

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I used to panic thinking about retirement until I was urged by several coworkers to go to a workshop. The food and peer pressure is what got me to go, but the info is what hooked me. Richard Gigliotti is engaging and enthusiastic about what he knows best about...planning finances and giving people peace of mind.

4
★★★★☆

I used to panic thinking about retirement until I was urged by several coworkers to go to a workshop. The food and peer pressure is what got me to go, but the info is what hooked me. Richard Gigliotti is engaging and enthusiastic about what he knows best about...planning finances and giving people peace of mind.

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I was recommended by a co worker to go to a seminar for Chevron given by The Retirement Group. We went to a workshop about a month ago in Dallas after getting flyers. I figured after all those years we should try them out since I read some good reviews on previous workshop when I looked up the company. The speaker was great his name was Brent Wolf and Richard Gigliotti.I highly recommend the free seminars

3
★★★☆☆

I was recommended by a co worker to go to a seminar for Chevron given by The Retirement Group. We went to a workshop about a month ago in Dallas after getting flyers. I figured after all those years we should try them out since I read some good reviews on previous workshop when I looked up the company. The speaker was great his name was Brent Wolf and Richard Gigliotti.I highly recommend the free seminars

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Brent Wolf of The Retirement Group assisted me after I attended an AT&T workshop discussing my AT&T Pension. I was very grateful for the help. No complaints!

4
★★★★☆

Brent Wolf of The Retirement Group assisted me after I attended an AT&T workshop discussing my AT&T Pension. I was very grateful for the help. No complaints!

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The Retirement Group has been sending me this informational pamphlets for a while... I finally picked one up and decided to attend the seminar. The food was okay at best, the company was stupendous especially the presenter Brent Wolf. Thanks for all that you do and the insight you have provided!

5
★★★★★

The Retirement Group has been sending me this informational pamphlets for a while... I finally picked one up and decided to attend the seminar. The food was okay at best, the company was stupendous especially the presenter Brent Wolf. Thanks for all that you do and the insight you have provided!

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I went to a Pension planning luncheon hosted by Rich Gigliotti and left with a smile and a new lease on my life for the next years I have approaching retirement. Came for the food, stayed for the info.

4
★★★★☆

I went to a Pension planning luncheon hosted by Rich Gigliotti and left with a smile and a new lease on my life for the next years I have approaching retirement. Came for the food, stayed for the info.

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Thinking about my retirement used to sincerely scare me. It wasn't until I took action and finally attended a seminar with Brent Wolf that I realized I had been putting this off for far too long. I wish I went to a seminar earlier, would've saved myself a lot of trouble

4
★★★★☆

Thinking about my retirement used to sincerely scare me. It wasn't until I took action and finally attended a seminar with Brent Wolf that I realized I had been putting this off for far too long. I wish I went to a seminar earlier, would've saved myself a lot of trouble

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A big thank you to Richard Gigliotti for his seminar a couple months back! I have never felt more at ease since nearing my retirement. This is the way to go

5
★★★★★

A big thank you to Richard Gigliotti for his seminar a couple months back! I have never felt more at ease since nearing my retirement. This is the way to go

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First off the seminars are free so the retirement information is free and the food is also an extra added bonus. I've been working for Pfizer and since going to the seminar now have a better understanding of what my retirement will be like.

4
★★★★☆

First off the seminars are free so the retirement information is free and the food is also an extra added bonus. I've been working for Pfizer and since going to the seminar now have a better understanding of what my retirement will be like.

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A couple months ago there was a workshop with Jeremy Keating that I got a chance to attend with a buddy of mine. My only complaint is that at times it was boring despite all that I did pick up on some good info

3
★★★☆☆

A couple months ago there was a workshop with Jeremy Keating that I got a chance to attend with a buddy of mine. My only complaint is that at times it was boring despite all that I did pick up on some good info

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I went to a The Retirement Group workshop for ExxonMobil employees last week. TBrent Wolf and Richard Gigliotti. know the XOM Pension, 401(k), IRA, and pension plans like no other company I have talked. My advice to anyone is to attend the workshops and take advantage of the free Retire Kit. The Retirement Group provided food for us but it was bland and the room was stuffy and small. The presentation was pretty informative though and the speaker was engaging. I would recommend

3
★★★☆☆

I went to a The Retirement Group workshop for ExxonMobil employees last week. TBrent Wolf and Richard Gigliotti. know the XOM Pension, 401(k), IRA, and pension plans like no other company I have talked. My advice to anyone is to attend the workshops and take advantage of the free Retire Kit. The Retirement Group provided food for us but it was bland and the room was stuffy and small. The presentation was pretty informative though and the speaker was engaging. I would recommend

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A coworker took me along to a seminar a few days ago and I was glad I went. It got me thinking about my retirement and what I was able to do in my pre-retirement stages. I'm happy my coworker took me along with her and the info they gave is something I sincerely recommend.

4
★★★★☆

A coworker took me along to a seminar a few days ago and I was glad I went. It got me thinking about my retirement and what I was able to do in my pre-retirement stages. I'm happy my coworker took me along with her and the info they gave is something I sincerely recommend.

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The seminar I attended a couple weeks back from The Retirement Group kept me well informed as I was always worried about having enough finances to live comfortably well into retirement. Food was great, information was better...no complaints!

4
★★★★☆

The seminar I attended a couple weeks back from The Retirement Group kept me well informed as I was always worried about having enough finances to live comfortably well into retirement. Food was great, information was better...no complaints!

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The Retirement Group came to my rescue right at the minute I was confused about my finances after retirement. I attended their seminar and the speaker was awesome. He had an insight of Netbenefits, AT&T Pension Plan and AT&T 401K plan. He helped me figure out the perfect time to retire to maximize on the profits. The seminar is recommended for all, but don??t try the food.

5
★★★★★

The Retirement Group came to my rescue right at the minute I was confused about my finances after retirement. I attended their seminar and the speaker was awesome. He had an insight of Netbenefits, AT&T Pension Plan and AT&T 401K plan. He helped me figure out the perfect time to retire to maximize on the profits. The seminar is recommended for all, but don??t try the food.

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I??m working with Chevron and was confused which investment planning company to choose. Then my friends suggested me to attend the seminar by The Retirement Group. The experts here have insight knowledge of pension planning and tax and estate planning. They helped me know the right age to retire from the company so that I can reap the maximum benefits. Also, how the change in 401K plan is going to affect the income generated after retirement. With this insight I feel I??m at a better position now.

5
★★★★★

I??m working with Chevron and was confused which investment planning company to choose. Then my friends suggested me to attend the seminar by The Retirement Group. The experts here have insight knowledge of pension planning and tax and estate planning. They helped me know the right age to retire from the company so that I can reap the maximum benefits. Also, how the change in 401K plan is going to affect the income generated after retirement. With this insight I feel I??m at a better position now.

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I really enjoyed going to a workshop by The Retirement Group. I work for Pfizer and have been trying to plan for my retirement but didn't know where to begin. A coworker introduced me to The Retirement Group and said they have workshops and seminars that are very informative. They know in detail every part of Pfizer pensions and savings plans and gave great pointers on how to prepare for retirement. The speaker was a little monotone and the food was garbage but overall it was a good presentation.

4
★★★★☆

I really enjoyed going to a workshop by The Retirement Group. I work for Pfizer and have been trying to plan for my retirement but didn't know where to begin. A coworker introduced me to The Retirement Group and said they have workshops and seminars that are very informative. They know in detail every part of Pfizer pensions and savings plans and gave great pointers on how to prepare for retirement. The speaker was a little monotone and the food was garbage but overall it was a good presentation.

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1 out of 1 people found this review helpful.

.

I went to my fourth Merck workshop for The Retirement Group. I wanted to see a series before I would write a review. I went alone because my other coworkers who referred me had already seen the presentation SIX times. I thought the speaker presented well, he had a lot of knowledge. I got lost getting there because the room was in a confusing place. Unfortunately the guy sitting next to me was overweight and sweating like crazy and really had body odor. The room was a little warm but it wasn't that bad. I would really recommend these seminars though, lots of information.

5
★★★★★

I went to my fourth Merck workshop for The Retirement Group. I wanted to see a series before I would write a review. I went alone because my other coworkers who referred me had already seen the presentation SIX times. I thought the speaker presented well, he had a lot of knowledge. I got lost getting there because the room was in a confusing place. Unfortunately the guy sitting next to me was overweight and sweating like crazy and really had body odor. The room was a little warm but it wasn't that bad. I would really recommend these seminars though, lots of information.

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1 out of 1 people found this review helpful.

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A few months ago I found out that my job might be moving to Chicago so I began calling some advisors my coworkers referred me to so that I could set up an appointment to go over my retirement account, benefits, etc. I never got a response. Finally 3 weeks later I get a generic mass email from a random LPL Advisor saying that he will no longer be with the company and someone will be contacting me soon. This was not the service that I wanted and since I have gone to many of The Retirement Group seminars in the past I decided to give them a call. I got to talk to a Retirement Specialist right away and they immediately set up an appointment for me to meet with Frank Esposito who was an advisor in my area. The specialist was very helpful and guided me through Fidelity??s Netbenefits site so we could determine my benefits eligibility. Frank was extremely knowledgeable with Verizon??s Pension and 401k Plans and gave very good retirement advice. Frank was very easy to talk to and he eased my worries on retirement. I would absolutely recommend Frank and The Retirement Group to any of my friends and co-workers. They are experts on retirement planning and have given nothing but great service.

4
★★★★☆

A few months ago I found out that my job might be moving to Chicago so I began calling some advisors my coworkers referred me to so that I could set up an appointment to go over my retirement account, benefits, etc. I never got a response. Finally 3 weeks later I get a generic mass email from a random LPL Advisor saying that he will no longer be with the company and someone will be contacting me soon. This was not the service that I wanted and since I have gone to many of The Retirement Group seminars in the past I decided to give them a call. I got to talk to a Retirement Specialist right away and they immediately set up an appointment for me to meet with Frank Esposito who was an advisor in my area. The specialist was very helpful and guided me through Fidelity??s Netbenefits site so we could determine my benefits eligibility. Frank was extremely knowledgeable with Verizon??s Pension and 401k Plans and gave very good retirement advice. Frank was very easy to talk to and he eased my worries on retirement. I would absolutely recommend Frank and The Retirement Group to any of my friends and co-workers. They are experts on retirement planning and have given nothing but great service.

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1 out of 1 people found this review helpful.

.

This time it was my turn to get laid off or move. I found out that my job might be being moved to St Louis I began calling and emailing my friends advisor to set up an appointment to go over 401K, additional benefits, etc. No response. Finally 3 weeks later I get a generic mass email from this Merrill Lynch broker saying he's leaving the company and someone will contact us soon. Since I had been going to The Retirement Group Seminars in San Ramon for years I decided to give them a call. I was immediately able to talk to a Retirement Specialist and they set up an appointment for me to meet with Patrick Ray. They walked me through theATT netbenefits.fidelity.com site and helped me determine what netbenefits I would be eligible for if I was forced into an early retirement. I met with Jeremy and he was very knowledgeable about the AT&T Pension Plan and the AT&T 401K plan. He was able to help me determine when the best time to retire would be and how I could get the most out of my netbenefits. He explained it in a way that even I could really understand this kind of stuff. Patrick and Jeremy and The Retirement Group rates a 11 out of 10, in my book. I refer all my friends and co-workers to him without reservation. I trust Patrick and Jeremy completely and he definitely has my vote of confidence.

5
★★★★★

This time it was my turn to get laid off or move. I found out that my job might be being moved to St Louis I began calling and emailing my friends advisor to set up an appointment to go over 401K, additional benefits, etc. No response. Finally 3 weeks later I get a generic mass email from this Merrill Lynch broker saying he's leaving the company and someone will contact us soon. Since I had been going to The Retirement Group Seminars in San Ramon for years I decided to give them a call. I was immediately able to talk to a Retirement Specialist and they set up an appointment for me to meet with Patrick Ray. They walked me through theATT netbenefits.fidelity.com site and helped me determine what netbenefits I would be eligible for if I was forced into an early retirement. I met with Jeremy and he was very knowledgeable about the AT&T Pension Plan and the AT&T 401K plan. He was able to help me determine when the best time to retire would be and how I could get the most out of my netbenefits. He explained it in a way that even I could really understand this kind of stuff. Patrick and Jeremy and The Retirement Group rates a 11 out of 10, in my book. I refer all my friends and co-workers to him without reservation. I trust Patrick and Jeremy completely and he definitely has my vote of confidence.

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1 out of 1 people found this review helpful.

 

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