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Retirement Planning Group, Llc
Malta, New York
Retirement Planning Group, LLC, based out of Malta, NY, is a small investment advisory firm with a strong focus on retirement planning. With over 540 individual clients and more than $185,250,000 in assets under management, they provide comprehensive financial services to help their clients achieve their retirement goals.
As a highly qualified firm, Retirement Planning Group, LLC specializes in managing 401K plans for both employers and individuals. Over 80% of their assets under management consist of employer 401Ks or individual retirement accounts, showcasing their expertise in this area. Additionally, all of the assets they ma...see more
Assets Under Mgmt
$185.25M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Retirement Planning Group, Llc
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