The Retirement Group Financial Advisors

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Attended a Zoom-Webex for conocophillips employees. I learned a lot about our retirement options which was great. It has me thinking about how I need a plan in place. In fact it is more to think about than you can imagine. Wesley and Steve was very helpful!

I work for Chevron and attended a G-Meeting-Webex The Retirement Group was having. The information was very helpful in explaining tax planning and how the Interest rates impact my pension. Thank you Wesley and Steve for the presentation I will be calling soon.

My Co-worker invited my to visit online and checked a Webex type presentation on Pension Planning presented by Wesley and Steve. I thought it was very informative. I told my friends at Occidental Petroleum they should view the Zoom-Webex from The Retirement Group too!

I really liked the online Zoom webinar (Zoom etc) I received my quarterly reminder to attend for KP employees. After working at AT&T for 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. I really liked the online Zoom webinar (Zoom etc) I received my quarterly reminder to attend for KP employees. After 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. Enjoyed the online Zoom webinar (Zoom etc) hosted by Paul/Wesley. Been to some before that make you feel pressured and talk over your head. Not the case with The Retirement Group. They make you feel relaxed and provide ideas that can help me now.

My Co-worker invited me to visit online and viewed a Microsoft Teams-Citrix type presentation on Pension Planning presented by Paul and Brent. I thought it was very informative. I told my friends at AT&T they should watch the Zoom-Webex from The Retirement Group too! They also sent me a box of cookies for filling out a survey, they were so good!

Dan is super knowledgeable, professional, precise and truly caring for customers. He has diligently worked with us to create a customized and personal plan for our specific Chevron retirement planning needs. I feel he listens that I am important, and that he values my time when I do Zoom meetings. The Retirement Group retirement planning team behind Dan is also professional, caring and very quick to respond and made the process very easy. Will definitely recommend them to my network of friends at Chevron. Also, they send you cookies that are so good! The sugar cookies are my favorite.

Kevin is so professional in providing services to customers and was really helpful in getting me the best insurance package I needed. I always get super professional and very precise work from Kevin. Responsiveness and caring are the key personalities of him. He has helped me in finding the best insurance for the past couple of years and He has always advised me on the best options in regards to my retirement from AT&T. The youtube channel with a library of webinars is so cool, I watched about 10 videos already.

I work for ExxonMobil and attended a Zoom-Webex on Tax Planning. The information was very helpful and informative, especially the part about 72t as I really had no idea how that worked. Thank you Tyson Mavar for the presentation I will be calling soon.

After was invited to check out an online video series using the software the webinar hosted by Michael Lee on Tax planning My concerns were only partially answered after taking the course so have need help and questions. I thought it was informative but I think I still need help. I just don't understand how inflation affects my retirement? I will call The Retirement Group to set up an appt using Zoom for free 15 minute discussion.

Went to a workshop after getting zillions of flyers and I thought, "Why the heck not?!" The hotel was lovely and the speaker was superb. Never in my life have I felt so sold on something that would benefit me and my everyday. My wife tells me that I walk differently now, that I seem more calm. Thank goodness for that!

I have to mention that parking was AWFUL!!!!! By the time I got to the hotel to hear the seminar it was almost halfway done!!!!

My father struggled through his sixties and seventies because he never figured out his retirement and set aside enough money, nor had the proper investments. Seeing that was rough and it made me realize that I need to be prepared. I don't want to be in the same position as he was, that's why a seminar I attended came at the perfect moment for me. Brent Wolf was a god send.

Two years ago I was in the midst of financial woes when I got a brochure that told me to call to set up a time to go to the retirement workshop. I finally did and am so grateful for it and for Jeremy Keating for showing me the light.

Jesse Reinle Financial Advisor - I was helped by Jesse when he taught me about my retirement benefits. I have no complaints. I never paid much attention to my 401k or pension up until I needed to. Jesse gave me a "crash course" on my benefits and it was a very efficient learning session.

I called in with a questions and Jesse Reinle talked with me for quite some time until we found the answer I was looking for. I had a question on my Merck pension and finally got it answered. Jesse Reinle is very helpful and I am not ready to retire yet but when I am I know who I am going to call!!!

A couple months ago I attended a workshop by Steve Toto for The Retirement Group and thought it was useful to help me through my retirement. The venue was nice and the food was tasty.

The seminar I went to held by TRG was pretty decent. It gives me a chance to really solidify the information so I have an overall better understanding. Jeremy Keating was decent at explaining. I would probably go to another.

Some of the workshop didn't cover enough topics as I had expected and not to the depth that I had really wanted. Not to mention, the serving of food coupled with taking notes is what made the whole thing a bit of a fiasco and was a bit messy. Next time I wish more topics could be covered.

For years before, I have tried to maintain my finances on my own and never quite got the hang of it without difficulty. . The seminars are added bonuses to help keep me on track with my spending and help plan for retirement. Now, I can optimize my knowledge with the financial advisers of the Retirement Group that can teach me the steps I need to reach my goals

I heard great about The Retirement Group from few of my coworkers and was asked to attend a seminar for those affiliated with Bank of America, I was very pleased with the time I had spent there. I felt really motivated! I'm going to tell other people to go now. It was a great learning experience