Retirement Educators
Norfolk
About Retirement Educators
In 1996, Robert and Thomas Kelley formed The Kelley Group as a general partnership. Later incorporated and renamed Retirement Educators, Inc., the company outsourced its two principals and a team of presenters to retirement plan providers across the United States. Typically servicing large providers such as banks, insurance companies, mutual fund firms and brokerage houses, the company has also worked with, and is pleased to continue doing business with, smaller providers on an occasional or even one-time basis. These smaller providers may be broker-dealers, asset management houses or third party admistrators (TPA's). In order to maintain our reputation in the industry, Retirement Educators guarantees our clients the following: Experienced, licensed and reliable presenters Meetings that meet or exceed the expectations of our clients (and their clients) with respect to presentation content and style Meetings delivered on time with minimal errors A prompt response and confirmation to all meeting requests Dependable equipment for our presenters A commitment to an annual review of all presenters and client relationships.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Website: retirementeducators.com
- Phone: (508)528-6255
Canonical: https://fsome.com/organization/retirement-educators-3126072 · For the full interactive profile (charts, investors, team, acquisitions, press), please enable JavaScript.