Retegy LLC
Financial Services - Irvine, California, United States
Retegy LLC Employees
Retegy LLC Details
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.
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