OneGroup Retirement Advisors Employee Directory

Q: What is OneGroup Retirement Advisors known for?

OneGroup Retirement Advisors was founded in 1983. OneGroup Retirement Advisors operates in the Financial Services industry.

Q: How many employees does OneGroup Retirement Advisors have currently?

OneGroup Retirement Advisors has approximately 10 employees.

Financial ServicesNew York, United States2-10 Employees

OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s more than 40-year history, our approach has always been consultative and rooted in trust. Our staff includes seasoned professionals that average 10 years of experience within the industry. All advisors of our firm have obtained their Accredited Investment Fiduciary® (AIF) designation.

These are just a few of the many tools in our toolbox that help you ensure your qualified retirement plan is optimized and in accordance with ERISA:

*Competitive Fee and Benchmarking Study
*Employee Education Roadmap to Retirement
*Fiduciary Support

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, member SIPC, sipc.org.
Insurance products are offered through LPL or its licensed affiliates.

Community Bank, NA and OneGroup Retirement Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneGroup Retirement Advisors, and may also be employees of Community Bank, NA. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank, NA or OneGroup Retirement Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find OneGroup Retirement Advisors employees' phone numbers or email addresses

OneGroup Retirement Advisors Global Highlights

North America
10

United States Of America
10

OneGroup Retirement Advisors's Leadership

J. H.
Vice President
Mobile Phone
Email
M. T.
Vice President, Aif®, Cpfa
Mobile Phone
Email
C. B.
Vice President
Mobile Phone
Email
M. K.
Vice President
Mobile Phone
Email
K. C.
Client Relationship Manager
Mobile Phone
Email
J. K.
Associate Advisor
Mobile Phone
Email

Contact profiles from OneGroup Retirement Advisors

Name

Title

Contact Info

Location

Last Update

J. H.
Vice President
Mobile Phone
Email
United StatesFlorida
Oct 31, 2025
M. T.
Vice President, Aif®, Cpfa
Mobile Phone
Email
United StatesNew York
Oct 22, 2025
C. B.
Vice President
Mobile Phone
Email
United StatesNew York
Oct 31, 2025
M. K.
Vice President
Mobile Phone
Email
Oct 21, 2024
K. C.
Client Relationship Manager
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
J. K.
Associate Advisor
Mobile Phone
Email
United StatesNew York
Nov 15, 2025

Frequently Asked Questions

What is OneGroup Retirement Advisors known for?

OneGroup Retirement Advisors was founded in 1983 operates in the Financial Services industry. Explore OneGroup Retirement Advisors's company overview page for more information.

What is OneGroup Retirement Advisors's most common email format?

OneGroup Retirement Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OneGroup Retirement Advisors email formats with LeadIQ.

How many employees does OneGroup Retirement Advisors have currently?

OneGroup Retirement Advisors has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are OneGroup Retirement Advisors's key employees and leadership?

As of December 2025, OneGroup Retirement Advisors's key employees include:

Vice President: J. H.
Vice President, Aif®, Cpfa: M. T.
Vice President: C. B.
Vice President: M. K.
Client Relationship Manager: K. C.

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