VP
Veeral Patel
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Work Experience
Equity Research And Anaslyt
Jun 2007 - Oct 2007 · 4 months
san diego state university
Student Supervisor, Computer Consultant
Aug 2004 - Feb 2007 · 2 years and 6 months
Company Details
11-50 Employees
We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.The Retirement Group educates employees that are transitioning or retiring through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through our workshops that we conduct monthly in your area. To attend a free workshop call 800-900-5867 or email us at info@theretirementgroup.com. * 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, *Bank Of America, *Chevron, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *Exxon, *netbenefits.fidelity.com, *hewitt.com, *resources.hewitt.com, and *Verizon. We are an independent financial advisory group that specializes in transition planning and lump sum distribution. Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC., a registered investment advisor not affiliated with FSC Securities Corporation.
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Long Term Care
HQ Location
San Diego, CA, US
Keywords
Retirement PlanningFee Based Advisory Servicesand IRA Rollover
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