Retirement Planning Group Employee Directory

InsuranceConnecticut, United States11-50 Employees

Our mission is to help our clients build financial security and stability with the highest level of customer satisfaction through personal and professional service. 

Our philosophy is to help provide a current foundation of capital protection and then develop sound financial strategies balanced with an acceptable range of risks that achieve long-term objectives. 

Our strategy is to assemble a team of professionals tailored to the individual needs of our clients. 

We utilize a planning process that helps our clients identify financial needs and opportunities, creates meaningful solutions, and implements a plan of action. 

We offer quality and value added service. 

We are committed to building long-term relationships that are mutually beneficial and pledge to take care of details.

Find Retirement Planning Group employees' phone numbers or email addresses

Retirement Planning Group Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Retirement Planning Group's Leadership

  • Stylized image of a person
    M. P.
    President
    Phone icon
  • Stylized image of a person
    S. W.
    President
    Phone icon
  • Stylized image of a person
    L. M.
    Principal Director
    Phone icon
  • Stylized image of a person
    J. W.
    Investment Advisor
    Phone icon
  • Stylized image of a person
    M. C.
    Office Facilitator
    Phone icon

Retirement Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Retirement Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    President
    Phone icon
    Nov 12, 2025
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. M.
    Principal Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. W.
    Investment Advisor
    Phone icon
    United StatesMaryland
    Jan 29, 2025
  • Stylized image of a person
    M. C.
    Office Facilitator
    Phone icon
    United StatesOregon
    Nov 19, 2025

Frequently Asked Questions

What is Retirement Planning Group known for?

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Retirement Planning Group operates in the Insurance industry. The company's main headquarters is located in Guilford Center, Connecticut 06437 United States; you can contact the main corporate office by phone at . Explore Retirement Planning Group's company overview page for more information.

What is Retirement Planning Group's most common email format?

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

How many employees does Retirement Planning Group have currently?

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Retirement Planning Group has approximately 16 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Retirement Planning Group's key employees and leadership?

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As of February 2026, Retirement Planning Group's key employees include:

  • President: M. P.
  • President: S. W.
  • Principal Director: L. M.
  • Investment Advisor: J. W.
  • Office Facilitator: M. C.

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