Retegy is independent fee-only financial services firm located in Irvine, California. We specialize in financial planning, retirement strategies and investment management for people who are approaching retirement or are early in retirement. We work a lot with professionals and small business owners like real estate agents, mortgage brokers and small to medium size real estate investors.
We strive to provide competent and prudent expert advice. We honor fiduciary principles to act in the best interest of every client. Our goal is to provide you with our expertise and help you achieve best in life. Our advice is unbiased. As fee-only advisors, we do not accept commissions or any compensation that is based on financial product sales and do not have conflicts of interest typical to commission based compensation models.
Company Details
- Founded
- -
- Address
- 200 Spectrum Center Dr, Irvine,california 92618,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.retegy.com
- Keywords
- Retirement Accumulation Planning, Retirement Distribution Planning, Advanced Tax Strategies, Investment Management, Financial Planning.
- HQ
- Irvine, California
Retegy Llc Questions
Retegy Llc's website is http://www.retegy.com
Retegy Llc's LinkedIn profile is https://www.linkedin.com/company/retegy
Retegy Llc's industry is
Financial Services
Retegy Llc's categories are Financial Services
Retegy Llc's founding year is 2018
