RTAG- Retirement Transition Advisory Group Information
Summary
RTAG- Retirement Transition Advisory Group provides financial advisory services focused on retirement transition.
Based in Gastonia, North Carolina, the company operates with a team of 1–10 professionals and generates revenues between $1 and $10 million.
Leadership includes President David Conner and Client Account Manager Tina Richardson, who guide the firm’s client‑centric approach within the finance industry.
Despite its modest size, RTAG- leverages deep expertise in retirement planning to help clients navigate complex transitions, delivering tailored solutions that align with each individual’s financial goals. Clients benefit from the firm's personalized guidance during critical life stages, ensuring that their retirement strategies are both robust and adaptable.
| Website | retiretag.com |
| Industries | |
| Headquarters Address | 1309 E Garrison Blvd, Gastonia, North Carolina, 28054 US |
| Company Size | 1-10 employees |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-10-30 |
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