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Business Profile

Financial Planning Consultants

Generations Retirement Group, LLC

About

About This Business

Generations Retirement Group, LLC provides financial planning services, including income planning, investment strategies, tax-efficiency tactics, healthcare/Medicare planning, and legacy planning/legal documents. The company assists clients with developing personalized retirement plans through their Retirement Simplified Roadmap, which offers documented directions for future financial stability. This process involves comprehensive guidance in key planning areas, ensuring clients can prepare effectively for life after work. The company also offers educational events, such as seminars and webinars, addressing financial concerns. The business provides services to residential customers.

BBB Accredited Since: 9/7/2017

Years in Business: 15

Products and Services

Financial Advice, Health Care Planning, Income Investments, Insurance Products, Investment Advisory, Legacy Planning, Legal Documents, Medicare Guidance, Retirement Planning, Tax Strategies

Business Details

BBB File Opened:
9/1/2017
Business Started:
12/22/2010
Business Incorporated:
12/22/2010
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. David Corman, President
Mrs. Jean Ricciuti, Manager
Ms. Sharon Moran, Social Media Specialist
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. David Corman, President
Customer Contacts
Mr. David Corman, President
Mrs. Jean Ricciuti, Manager
Ms. Sharon Moran, Social Media Specialist
Additional Phone Numbers
Other Phone: (781) 535-6133
Additional Email Addresses
Sales: Email this Business
Social Media
Facebook
LinkedIn

Latest Reviews

  • Mary D

    "After my husbands sudden passing becoming a member of the Generations family was one the best decisions I made during this most difficult time. REMOVED, REMOVEDand REMOVEDgenuinely care and provided the investment strategies, and commitment to my financial goals."

  • susan w

    "Once again I have found myself in the office of Generations Retirement Group and once again I received sound financial help. REMOVED, REMOVEDand REMOVEDcould not have been more helpful listening to me over the phone, answering my questions, and helping me with my finances." ... Read full review

  • Adrienne G

    "REMOVEDand his team provided the perfect launch into understanding and helping facilitate my financial planning. REMOVEDprovided no-pressure, free and informative sessions that helped me take control of my financial future." ... Read full review

View all Reviews

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