Since 1994, Tom has been focused on helping individuals and families pursue financial independence and confidence through education, planning and investment management. He concentrates on creating individual plans that address the unique situations for each client in all stages of their retirement planning. He is a Certified Financial Planner™ professional and Chartered Retirement Planning Counselor Counselor (CRPC®)*. Also, Tom is an instructor for the Maryland State pre-retirement program and has published financial planning articles in the Senior Digest and the Baltimore Business Journal. *Chartered Retirement Planning Counselor (CRPC®) conferred by College of Financial Planning. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC (sipc.org). The financial professionals associated with Retirement & Investment Group 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Retirement & Investment Group, LLCWebsite | https://www.retirementandinvestmentgroup.com/ |
Revenue | $4 million |
Employees | 5 (3 on RocketReach) |
Founded | 1994 |
Address | 307 Frederick Road, Catonsville, Maryland 21228, US |
Phone | (410) 744-8709 |
Fax | (410) 744-8709 |
Technologies |
JavaScript,
HTML,
PHP
+17 more
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Industry | Financial Services, Finance General, Finance |
Competitors | ECL Private Wealth Management, Hershey Retirement Solutions, Lipscomb Investment Group LLC, Wealth Planning Concepts |
SIC | SIC Code 67 Companies, SIC Code 679 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Retirement & Investment Group, LLC annual revenue was $4 million in 2024.
Serena Ortega is the Director Of Operations of Retirement & Investment Group, LLC.
3 people are employed at Retirement & Investment Group, LLC.
Retirement & Investment Group, LLC is based in Catonsville, Maryland.
The NAICS codes for Retirement & Investment Group, LLC are [52, 523, 5239].
The SIC codes for Retirement & Investment Group, LLC are [67, 679].