Teresa Whitaker

Director of Strategic Planning and Analytics at Retirement & Investment Group, LLC - Catonsville, MD, US

Teresa Whitaker's Colleagues at Retirement & Investment Group, LLC
Teresa CFA

Director of Strategic Planning and Analytics

Contact Teresa CFA

Kyle Cotoia

Client Services Specialist

Contact Kyle Cotoia

Teresa Whitaker's Contact Details
HQ
N/A
Location
Ellicott City, Maryland, United States
Company
Retirement & Investment Group, LLC
Teresa Whitaker's Company Details
Retirement & Investment Group, LLC logo, Retirement & Investment Group, LLC contact details

Retirement & Investment Group, LLC

Catonsville, MD, US • 5 - 9 Employees
Financial Services

Since 1994, Tom has been focused on helping individuals and families pursue financial independence and confidence through education, planning and investment management. He concentrates on creating individual plans that address the unique situations for each client in all stages of their retirement planning. He is a Certified Financial Planner™ professional and Chartered Retirement Planning Counselor Counselor (CRPC®)*. Also, Tom is an instructor for the Maryland State pre-retirement program and has published financial planning articles in the Senior Digest and the Baltimore Business Journal. *Chartered Retirement Planning Counselor (CRPC®) conferred by College of Financial Planning.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC (sipc.org).The financial professionals associated with Retirement & Investment Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Financial Services
Details about Retirement & Investment Group, LLC
Frequently Asked Questions about Teresa Whitaker
Teresa Whitaker currently works for Retirement & Investment Group, LLC.
Teresa Whitaker's role at Retirement & Investment Group, LLC is Director of Strategic Planning and Analytics.
Teresa Whitaker's email address is ***@retirementandinvestmentgroup.com. To view Teresa Whitaker's full email address, please signup to ConnectPlex.
Teresa Whitaker works in the Financial Services industry.
Teresa Whitaker's colleagues at Retirement & Investment Group, LLC are Teresa CFA, Kyle Cotoia and others.
Teresa Whitaker's phone number is N/A
See more information about Teresa Whitaker