# The Retirement Group ## Quick Facts - **Category:** Retirement Planning Services - **Rating:** 4.3/5 (20 reviews) - **Phone:** (800) 900-5867 - **Website:** http://www.theretirementgroup.com - **Status:** Open ## Hours of Operation | Day | Hours | |-----|-------| | Monday | Not available | | Tuesday | Not available | | Wednesday | Not available | | Thursday | Not available | | Friday | Not available | | Saturday | Not available | | Sunday | Not available | ## Location 10675 Sorrento Valley Rd San Diego, CA 92121 [View on Google Maps](https://maps.google.com/?q=32.898266,-117.220085) ## Reviews (20 total) **Alex M\.** - 5/5 > I really liked the online Zoom webinar (Zoom etc) I was invited to attend for Kaiser Permanente employees. I am ready to call it quits; it has been so hard working during this pandemic. I feel fear and concern and uncertainty of changing and retiring though. I was invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel comfortable and provided ideas that can help me now. *Invalid Date via Direct* --- **Matthew H\.** - 5/5 > After attending the Zoom-Webex hosted by Paul and Brent on my Paperwork Process when retiring from Kaiser Permanente I still have questions on when I should start my benefit commencement however. I thought it was informative but I think I still need help. I will call The Retirement Group to set up an appointment. I watched the WebEx videos and the YouTube videos and felt they really helped me understand whether I need an advisor, if I should take a lump or annuity and if interest rates have an impact on when I go. *Invalid Date via Direct* --- **Ron V\.** - 5/5 > I attended a Zoom that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the Zoom very informative and knowledgeable. Steve and Tyson explained everything very clearly. I also Love the YouTube channel the cookies and Starbucks cards. *10/3/2022 via Direct* --- **Ursula W\.** - 5/5 > 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. *7/3/2022 via Direct* --- **Kathryn H\.** - 5/5 > With layoffs abound at our division at AT&T the CWA invited us to watch a computer live presentation. My Co-worker invited me to visit online and viewed a Microsoft Teams-Citrix type presentation presented by Michael Corgiat. He discussed tax planning, pension and a few more things I thought could be useful to know more about. I am definitely going to call them to set up an appointment. *Invalid Date via Direct* --- **Michael L\.** - 5/5 > Enjoyed the webinar hosted by Michael Lee. 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 comfortable and provide ideas that can help me now. *Invalid Date via Direct* --- **Peter S\.** - 5/5 > I signed up for a google meet video that the Retirement Group has every Friday for information about the retirement process the benefits of it and when it is ideal to do so. I found the Computer Webshop (Zoom etc) very informative and knowledgeable. Wesley Boudreaux explained everything very clearly. *Invalid Date via Direct* --- **David O\.** - 5/5 > Enjoyed the Computer Webshop (Zoom etc) hosted by Michael Corgiat. 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 comfortable and provide ideas that can help me now. *Invalid Date via Direct* --- **Jason J\.** - 5/5 > After was invited to check out a online video series using the software the Computer Webshop (Zoom etc) hosted by Steve Boblis 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. *Invalid Date via Direct* --- **Braul W\.** - 5/5 > I really liked the Computer Webshop (Zoom etc) I was invited to attend for ATT 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 Computer Webshop (Zoom etc) I was invited to attend for ATT 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 Computer Webshop (Zoom etc) hosted by Michael Lee. 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 comfortable and provide ideas that can help me now. *Invalid Date via Direct* --- **Logan C\.** - 3/5 > I am an administrative assistant at The Retirement Group. I really enjoyed working with Michael Lee. I am looking forward to going back to the office now that this pandemic is almost over. *Invalid Date via Direct* --- **Maritza F\.** - 3/5 > I worked for the retirement group in 2019 before the pandemic started. I wish I could’ve gotten more experience with them but unfortunately my hours got cut because of it. I’m looking forward to having an opportunity to go back. *Invalid Date via Direct* --- **Michael B\.** - 5/5 > I watched a webinar for ATT employees that was presented by Michael Boudreaux. He did a great job at explaining the taxes and tax planning. I will definitely be calling them to set up an appointment. *Invalid Date via Direct* --- **Diana S\.** - 3/5 > The only complaint I have is that my hours got cut because of COVID. I enjoyed working with Tyson Mavar. I learned so many helpful skills from him. *Invalid Date via Direct* --- **John J\.** - 4/5 > Went to a retirement Conoco Houston seminar for Conoco. Room was loud and steak was a little over cooked but speaker seemed knowledgeable. I would go to another one *Invalid Date via Direct* --- **Ricardo L\.** - 1/5 > Crowded, smelly venue, really boring speaker. *Invalid Date via Direct* --- **chuck154** - 4/5 > This company has good retirement planning seminars. I have been to two hosted by Richard Gigliotti and Tyson Mavar, financial advisors of "The Group", and have nothing but good reviews. They should chose a quieter restaurant for their seminars, or maybe get a private room; that would be my one complaint/suggestion. *Invalid Date via Direct* --- **tmavar** - 5/5 > My name is Tyson Mavar. I haven worked for The Retirement Group for almost 3 years now and have had a great experience working here. Great company! *Invalid Date via Direct* --- **mathiasxyxxx** - 4/5 > The room we were in for the seminar was kind of small and hard to find and the food they served was pretty good, and all around I got the assistance I needed. No complaints, here *Invalid Date via Direct* --- **charles\-** - 4/5 > I recently went to a Sempra tax planning workshop with The Retirement GroupI enjoyed my time. I have been getting flyers for the last couple of years and finally went. I would go again because I felt like what I learned was incredibly useful. I would recommend. *Invalid Date via Direct* ## Additional Information ### Categories Retirement Planning Services, Financial Services ### Contact - **Phone:** (800) 900-5867 - **Alternate Phone:** (419) 593-0044 - **Email:** info@theretirementgroup.com --- *Data provided by Ezoma Business Citations*