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BW
Braul W.

03/28/2022

Provided by YP.com

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!

LS
Linda S.

03/25/2022

Provided by YP.com

After attending the G-Meeting-Webex hosted by Wesley and Steve on Tax planning I still have 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 appointment.

JS
John S.

03/24/2022

Provided by YP.com

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.

PS
Peter S.

03/23/2022

Provided by YP.com

Enjoyed the Zoom-Webex hosted by Wesley and Steve. 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.

RT
Regina T.

03/22/2022

Provided by YP.com

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!

UW
Ursula W.

03/21/2022

Provided by YP.com

After was invited to check out a online video series using the software the Computer webinar (Zoom etc) hosted by Paul/Wesley on my Paperwork Process when retiring from Occidental Petroleum 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 appt using Zoom for free 15 minute discussion.

AM
Alex M.

03/18/2022

Provided by YP.com

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.

MH
Matthew H.

03/15/2022

Provided by YP.com

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!

JJ
Jason J.

03/09/2022

Provided by YP.com

My father, mother and I viewed online a Zoom Video meeting. My father works for Chevron and I was assisting him through retirement as finances are not his strength. My father also was diagnosed with a serious heart condition so planning was important. . So I am speaking for all of us as I write this review. After attending the Zoom Video-Webex hosted by Tyson Mavar right at the beginning of the pandemic in 2020 on my Chevron Pension Plan. There were slowdowns at Chevron in early 2020 and with the stress of Covid and potential layoff I needed someone to take some pressure off. After the Webinar we all still have many individual questions on when should we start my pension and retire, Chevron Lump or annuity, interest rates, Social Security offset issues and benefits commencement. So I booked an appt. They understand our risk tolerance and Chevron retirement planning goals and provide me with a portfolio that meets my ongoing needs. Also the little gifts of sugar cookies are the best, and send a signal that they are thinking about our needs.

RV
Ron V.

03/08/2022

Provided by YP.com

I have been kicking the retirement can down the road for years I now am forced to retire as layoffs are coming in 3 months and rates are going up. I guess I could go and relocate but at mid 60s it is time. I am the last of prior company hires . 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. Steve did a great job. I'll be giving him a call to set up an appt for a free 15 minute discussion. they sent us food from Uber eats but The food they delivered was cold and the delivery guy dressed like a homeless person and looked dirty. I need help with deciding when I should retire from Kaiser Permanente as I have a disabled daughter and want to make sure she is taken care of.

LM
Leslie M.

03/07/2022

Provided by YP.com

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.

FW
Frank W.

02/20/2022

Provided by YP.com

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.

Maggie C.

02/18/2022

Provided by YP.com

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.

KH
Kathryn H.

02/17/2022

Provided by YP.com

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.

RH
Richard H.

12/26/2013

Provided by YP.com

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!

PG
Phillip G.

12/26/2013

Provided by YP.com

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!!!!

AF
Austin F.

12/22/2013

Provided by YP.com

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.

JR
Johnny R.

12/21/2013

Provided by YP.com

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.

PH
Pam H.

10/18/2013

Provided by YP.com

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.

GH
Grace H.

09/27/2013

Provided by YP.com

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!!!

More Business Info

Hours
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Services/Products
Financial Planning
Neighborhoods
Downtown East, Downtown St. Louis
Categories
Financing Consultants, Financial Planning Consultants, Rest Homes