Retirement Resources Investment Corporation
Retirement Resources Investment Corporation (CRD# 47723) is a financial advisory firm headquartered in Peabody, MA. They manage $645,573,256 in 175 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management646MILLION
Total Number of Accounts175ACCOUNTS
Average Account Value$3,688,990
- A percentage of assets under your management
- 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
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.
James Phillips (CRD# 858532) is an Investment Advisor Representative working at Retirement Resources Investment Corporation in Peabody, MA and has over 28 years of experience in the finance industry.