About The Retirement Team
Reviews for The Retirement Team
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
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The Retirement Team is a highly recommended retirement firm that has been managing clients' accounts for years. Their financial advisers are knowledgeable, professional, and provide objective analysis to help clients grow their investments and minimize tax impact. Clients have been very satisfied with the firm's investment strategies and the long-term positive results.
The Retirement Team has handled our retirement accounts since 2017. Ryan Shumaker is our financial adviser. He is very knowledgeable, and professional. Our investments have grown under his guidance. We would recommend this retirement firm to manage your accounts.
We've been with The Retirement Team for about 5 years. I work primarily with Ryan. He is quite knowledgeable and well informed. I have learned a lot from here. He operates in a very professional manner and provides objective analysis. He's done a good job explaining their investment strategy and demonstrating the long-term impact (quite favorable). I would recommend him if you have a interest in managing your assets and minimizing the impact of taxes.
For the last twenty years I have been working with Roger, Ryan, and Susan on and investment and tax strategy for our retirement. The dividends of those efforts have been exceptional! From an investment perspective they put the clients interests and concerns first. Every investing strategy must include the inevitable tax strategy and they are the best at managing both. I’m so grateful for how they’ve helped us attain our goals.