The Retirement Group

At lunch three co workers and I had TRG deliver a nice italian meal to each of our houses to view or attend a workshop. We from our houses viewed a Webinar on interest rate lump sum Pension Planning presented by Steve Boblis. I thought it was very materialal for PG&E Employees. I told my friends they should view the Computer Web Seminar (WebinarJam etc)s from The Retirement Group too!

I really liked the Computer webinar (Google Meeting etc) I received my quarterly reminder to attend for Occidental Petroleum 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 webinar (Google Meeting etc) I received my quarterly reminder to attend for Occidental Petroleum 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 webinar (Google Meeting etc) hosted by Steve and Wesley and TRG. 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.

I attended a “Go To Meeting” on Pension planning for Conoco Employees. Steve and Wesley and TRG did a great job. I had so many questions on the Interest Rates and how they affect my Chevron Pension at. I'll be giving them a call to set up an appointment. The YouTube videos on Chevron Pension Planning were awesome, even though it seemed kind of short and I wanted more information but I can’t complain really it was great!

Enjoyed the “Go To Meeting” hosted by Steve and Wesley and TRG. 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.

I really admired the “Go To Meeting” hosted by Wesley and the TRG staff. I have attended some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel relaxed and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my ExxonMobil Pension.

With layoffs abound at our division at AT&T the CWA invited us to view a computer live “Go To Meeting” 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 “Go To Meeting” very informative and knowledgeable. Wesley and the TRG staff explained everything very clearly.

At lunch three co workers and I had TRG deliver a nice Pasta meal to each of our houses to view or attend a workshop. We from our houses checked a Webinar on interest rate lump sum Pension Planning presented by Wesley and the TRG staff. I thought it was very informative for Chevron employees. I told my friends they should view the “Go To Meeting” from The Retirement Group too!

I work for Conoco And attended a “Go To Meeting” 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 the TRG Support team for the presentation I will be calling soon.

I really liked the Zoom-Webex I attended for Occidental Petroleum employees. I have attended some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel relaxed and provided ideas that can help me now.

With layoffs abound at our division at AT&T the CWA invited us to view a computer live Computer webinar (Zoom etc) 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 Computer webinar (Zoom etc) very informative and knowledgeable. Paul/Wesley explained everything very clearly.

I work for Chevron and was invited to attend a online Zoom webinar (Zoom etc) 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 Paul/Wesley for the presentation I will be calling soon.

Enjoyed the Zoom-Webex hosted by Paul and Brent. 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. I really found the education on YouTube Videos better than the HR dept classes.

Attended a Zoom-Webex for Chevron 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. Paul and Brent were very helpful! Microsoft Teams Webinar/Meeting makes it very convenient. I can travel and still get my updates

I work for Chevron & attended a Zoom webinar 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 Steve and Tyson for the presentation I will be calling soon. I really found the education on YouTube Videos better than the HR dept classes.

Enjoyed the Zoom-Webex hosted by Kevin Landis. I have attended 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 as I am close to retirement from AT&T.

Carlos and partner Steve and the TRG Team's Kaiser Permanente retirement consultation helped me see which direction I should head in my career and investment plan. As a team they are great, no complaints! They have a strategic approach to investing that helps to ensure dips in the markets don't impact his clients to the level mutual funds encounter. I have already recommended them to family and friends. Intimidating and scared to give someone my life savings. This is the biggest financial decision and I want to work with someone that listens to me. When I talk to The Retirement Group, Carlos and partner Steve and the TRG Team they make me feel so comfortable and make everything so easy to understand. The Zoom meetings are a plus too as I really don't like to leave my house much.

Kevin was extremely helpful and professional. He anticipated our business needs and was able to tailor a personalized solution specifically for my business. I would definitely recommend him, I can't find even one complaint. It's been about 2 years that we have been using the professional services of The Retirement Group. They are very responsible and dedicated. My family and I are satisfied with them since we have got the best quality of services. It is not easy to find a retirement planning company that knows the AT&T retirement benefits plan and still delivers the high quality service that TRG delivers. After procrastinating for 5 years I now am forced to leave as they are moving my position out of state. I guess I could go but at 61 if is time to leave. I am the last of the early 1990s hires and when I am gone the lights are out in So-cal . I watched the YouTube videos and felt they really helped me understand the benefits packages.

Dealing with Tyson is always a pleasant experience. His high standard of service is simply outstanding. He is very knowledgeable about the AT&T Retirement plan and his honesty and integrity prevail at all times! Other Advisors have been intimidating and I was scared to give them my life savings. I feel like Tyson at The Retirement Group is so easy to talk to.

We were looking for a fee-only advisor to review our financial situation as we approach retirement. We'd talked to or met several advisors before scheduling an introductory meeting with Brent. We were very pleased with our experience at The Retirement Group. The Zoom webinars are a great resource.

Dan is super knowledgeable, professional, precise and truly caring for customers. Hehas 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.

I am incredibly relieved to have found The Retirement Group. It feels so comforting to know that Brent and Paul truly care about my Chevron retirement planning needs and goals. Their investment recommendations and strategies are tailor-suited just for me. I have been a client for over 16 years and have full confidence in the professionalism of my advisor. They understand my risk tolerance and Chevron retirement planning goals and provide me with a portfolio that meets my on-going needs. I told my coworkers at Chevron about The Retirement Group and the webinars they do. I was so thrilled when they sent me a box of cookies as a thank you for referring my friends to them. Those sugar cookies are the best, better than even my grandmother makes!

Seasoned Chevron retirement Planners with in-depth knowledge of investment options, no complaints from me! Brent and Paul work very hard to understand your financial goals, needs and aspirations and provide guidance to help you achieve those goals through the Chevron retirement planning process. Highly recommended and they have professional demeanor, and are knowledgeable & trustworthy. Excellent service, positive attitude and prompt responses. I would not hesitate to recommend Brent and Paul. They deliver truly professional Chevron retirement planning planning and insurance services and puts clients’ interests first – I’d happily recommend to anyone wanting an unexceptionable personalized service. A thousand thanks really! Also, the Starbucks card they sent me was great, I love iced tea!

Carlos and partner Steve and the TRG Team are experienced and diligent investment planners. We’re extremely happy working with Carlos and partner Steve and the TRG Team and highly recommend anyone looking for ExxonMobil retirement planning to check him out. I really have not had the best experiences with Financial Advisors in the past. They are intimidating and make me feel like I don’t understand anything. I get the best treatment from the team at The Retirement Group. I feel important, valued and listened to when I talk with them on the Zoom meetings we have. Many great experiences and I will definitely work with them again! They also sent me a really nice little plant that I keep on my desk, thanks TRG!

My Co-worker invited me to visit online and viewed a Microsoft Teams-Citrix type presentation on Pension Planning presented by Michael Lee. I thought it was very informative. I told my friends at ATT they should watch the Zoom-Webexs from The Retirement Group too!

I really appreciated the webinar hosted by Tyson Mavar. I have been invited to attend some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel comfortable and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension.

I work for ConocoPhilips and was invited to attend a webinar The Retirement Group was having. The information was very helpful in explaining tax planning and how the Interest rates impact my pension. Thank you Patrick Ray for the presentation I will be calling soon.

My Freind DK and I were invited to attend and viewed a webinar presented by Michael Lee. 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 appt using Zoom for a free 15-minute discussion.

So, my old bosses, and the fact that I still have friends who work there. My old company who love to cheat the system and treat their employees like crap has let go another person who, I thought was well beyond her years in intelligence and experience. She brought one company from the red to the black. This company would have died without her
Carestat (the company who didn’t have a license for months) and TRG, Inc. you both suck! They are in the same office. Husband and socialite wife. They degrade you, treat you like robots and never have any sort of compassion. They also try and to cheat the system because they can’t do business the honest way.
I am done being nice to companies who treat people like crap and have no remorse and/​or blame it on the person. These two companies and their CEO’s just care about their social status. Money is the only thing that is important to them. TRG FLYS UNDER THE RADAR and brainwashes their employees.
To all those who have left or have been let go, all I can say to both these companies is F… You!
I don’t care if this gets back to them because it is true.

I never dealt with them other than a phone call. So why the negative review? The company seems to cold call everyone in a phone number block when they get wind of a change that could affect employees at a company. Unfortunately calling at work numbers is not a violation of the federal «do not call list» (although they are required to maintain their own do not call list – whether they do that, I do not know). But when they leave a message that is a lie, I question their ethics. For me the message was saying they are following up to their email (never sent nor could they ever have send to me since I had never heard of them to give them my email address). Others indicate that they are calling back as though the employee initiated the correspondence.
My point being is that if the first correspondence you get with a company is an untruth, why should you trust them with your money.

As an unpaid intern, the company used the materials I had created as promotional YouTube videos. These presentations actually had my voice, and they attributed them to fictional people without my knowledge or permission. Then asked me to provide a 5 star Unilocal and glassdoor reviews for good references and so the CEO would connect with me on LinkedIn.

I constantly recieve flyers about these San Diego classes. One day I decided ‘what the heck?’ and decided to go since I have nothing to lose. Finding parking wasn’t easy but it wasn’t to bad either. At first iwas pretty skeptical about going, but I it was worth it. The room was a bit stuffy and the food wasn’t that great, but the information was good. The speaker had a lot of knowledge about Northrop Grumman’s pension and saving plans and answered any questions I had. Besides poorly prepared food and bad parking, the seminar itself was good.