Investment Advisor: The Retirement Group
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Company: The Retirement Group
Contact: Ron Harpootlian
10509 Vista Sorrento Parkway
Suite 205
San Diego, Ca 92121
San Diego, California, 92121
Phone: (858) 404-8900
Website: http://www.theretirementgroup.com
The Retirement Group works with employees and retirees of major corporations manages assets from corporate qualified plans. We work with retirees from firms such as Postal Service, Merck, AT&T ExxonMobil, Pfizer, Johnson & Johnson, Proctor and Gamble,GSK
Serves Counties: Alameda (CA), Contra costa (CA), Los angeles (CA), Orange (CA), San diego (CA)
License #: 148296
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: CFP, CHFC, CFA, JD, CPA
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest:
License Type: Series 6,Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities offered through FSC Securities Corporation, member FINRA/SIPC. The Retirement Group® is not affiliated nor endorsed by your company or employer which includes but is not limited to *access.att.com, *AT&T, *fidelity.com, *Wyeth, *netbenefits.
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