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Retirement Prosperity Group
580 Virginia Drive, Fort Washington, Pennsylvania, United States
About the Retirement Prosperity Group
Retirement Prosperity Group is a finance institution located at 580 Virginia Drive in Fort Washington, Pennsylvania, United States. We specialize in helping individuals plan for and achieve financial prosperity during their retirement years. Our team of experienced financial advisors offers personalized guidance and strategies to help clients maximize their savings, investments, and retirement income. With a focus on long-term financial security and peace of mind, Retirement Prosperity Group is committed to helping our clients navigate the complexities of retirement planning with confidence. Contact us today to learn more about how we can help you achieve your retirement goals.
Photos of Retirement Prosperity Group
580 Virginia Dr #310, Fort Washington, PA 19034, United States
Opening hours of Retirement Prosperity Group
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Retirement Prosperity Group
"After attending many many seminars on the best financial situation we should be in for our retirement we settled on doing business with RPG. WHY? We wanted plans that were best for us not what some hard sell presenter wanted for us. RPG is far from hard sell. Lisa and Daniel are working for you. They take their time to find just the right products that will fit your lifestyle and needs. After about two years of meetings (we were unsure of what we wanted) we were ready to sign on the dotted line and have been very pleased ever since. Never did we feel pressured or rushed I would recommend RPG for anyone. Thank you RPG"
"We highly recommend Retirement Prosperity Group. Lisa and Daniel took so much time with us looking at our portfolio and making sure they understood our retirement goals. They explained different ways that we could achieve those goals and spent a lot of time making sure that we completely understood the products we were purchasing and the changes we were making. In all of our years having financial advisors we have never had anyone take so much time explaining everything until we total understood it. The fact that they aren't associated with a large brokerage house was a plus for us because they have access to everything on the market, not just a limited amount of products."
"I have been investing under the guidance of 'traditional' money managers for over 20 years, but when it came to retirement planning, I was not getting the guidance I was looking for. I met with multiple organizations to meet these needs, but the broad expertise, patience and responsiveness that Lisa and Daniel offer, put all the others to shame. First they strive to understand their clients needs and goals and then they focus on education. They will take as much time as required to make sure you understand and are comfortable with all the various options to secure a comfortable and financially secure retirement. I am simply amazed at all the time they spent with me, all free of charge. I can't recommend them highly enough and strongly suggest that you meet with them and see for yourself."
"My wife and I met with Lisa & Daniel many times before we felt comfortable with our final financial plan. There was never any pressure to buy anything, they were totally involved and interested in our satisfaction in a safe, but profitable retirement plan. They spent a lot of hours explaining all of our options and teaching us how many of the investment options worked and how they might fit into our goals. They are truly nice people who care about their clients. The respond quickly to any questions that come up."
"My husband and I have been extremely satisfied with RPG's financial plan! Lisa and Daniel won us over with their complete plan which does not put all of our assets in one basket as many other financial advisors do. They also did not pressure us at all to join with them. They took their time and we had several visits until we felt comfortable enough to invest with them. They put their investor's needs before their own, which proved their trustworthiness. I would highly recommend them to anyone who is nearing retirement age and would like to have a comprehensive financial plan that will last for the rest of their lives."
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