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Retirement Planning Group Employee Directory

InsuranceConnecticut, United States11-50 Employees

Retirement Planning Group is an insurance-focused advisory firm based in Guilford Center, Connecticut. It aims to help clients build financial security and stability, prioritizing high customer satisfaction through both personal and professional service. The firm begins with capital protection and then develops financial strategies that balance risk with long-term objectives. A planning-driven approach guides its work, identifying client needs and opportunities, creating actionable solutions, and implementing a concrete plan of action.

In line with its philosophy, the group assembles a team of professionals tailored to each client's situation, working within the insurance industry. It emphasizes quality and value-added service and seeks to establish long-lasting relationships grounded in attention to detail.

Find Retirement Planning Group employees' phone numbers or email addresses

Retirement Planning Group Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Retirement Planning Group's Leadership

  • Stylized image of a person
    S. W.
    President
    Mobile Phone
  • Stylized image of a person
    L. M.
    Principal Director
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    S. W.
    President
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    L. M.
    Principal Director
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Retirement Planning Group known for?

Minus sign iconPlus sign iconRetirement Planning Group operates in the Insurance industry; you can contact the main corporate office by phone at
+1-203-453-****
. Explore Retirement Planning Group's company overview page for more information.

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

Minus sign iconPlus sign iconRetirement 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?

Minus sign iconPlus sign iconRetirement Planning Group has approximately 14 employees as of August 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 August 2026, Retirement Planning Group's key employees include:

  • President: S. W.
  • Principal Director: L. M.

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