Retirement Resources Investment Corporation

Retirement Resources Investment Corporation (CRD# 47723) is a financial advisory firm headquartered in Peabody, MA. They manage $723,492,500 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    723
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $4,041,858
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Retirement Resources Investment Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Patrick P. McGinn
CRD#: 2547975
100 Corporate Place, Peabody, MA 01960
96
Wealthminder
score

Patrick McGinn (CRD# 2547975) is an Investment Advisor Representative working at Retirement Resources Investment Corporation in Peabody, MA and has over 23 years of experience in the finance industry.

2
James F. Phillips
CRD#: 858532
100 Corporate Place, Peabody, MA 01960
93
Wealthminder
score

James Phillips (CRD# 858532) is an Investment Advisor Representative working at Retirement Resources Investment Corporation in Peabody, MA and has over 29 years of experience in the finance industry.

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