Retirement Resources Investment Corporation

Retirement Resources Investment Corporation (CRD# 47723) is a financial advisory firm headquartered in Peabody, MA. They manage $1,665,778,515 in 261 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
100 Corporate Place, Peabody, MA 01960
http://www.retirewithmore.com
By the Numbers
  • Total Assets Under Management
    1,666
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $6,382,293
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, PA, RI

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

Patrick McGinn (CRD# 2547975) 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.

2
James Phillips, financial advisor Peabody MA
James F. Phillips
CRD#: 858532
100 Corporate Place, Peabody, MA 01960

James Phillips (CRD# 858532) is an Investment Advisor Representative working at Retirement Resources Investment Corporation in Peabody, MA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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