The Retirement Advantage, Inc. - Appleton, Wisconsin

Address: 600 S Nicolet Rd, Appleton, WI 54914.
Phone: 8888722364.
Website: tra401k.com
Specialties: Investment service, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of The Retirement Advantage, Inc.

The Retirement Advantage, Inc. 600 S Nicolet Rd, Appleton, WI 54914

☎️8888722364

⏰ Open Hours of The Retirement Advantage, Inc.

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

The Retirement Advantage, Inc.

The Retirement Advantage, Inc., located at 600 S Nicolet Rd, Appleton, WI 54914, is a prominent financial services company specializing in investment services and financial planning. Their phone number is 888-872-2364 and their website can be found at tra401k.com.

Specialties: Investment service, Financial planner.

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom.

Opinions: This company has 4 reviews on Google My Business with an average opinion of 3/5.

👍 Reviews of The Retirement Advantage, Inc.

The Retirement Advantage, Inc. - Appleton, Wisconsin

Lee M. R. A.

1/5

For 30 years I had the same retirement guy. He was available when I needed him and kept me informed of deadlines for payments and forms. When he retired he sold my account to TRA. The experience was 180 degrees from my prior experience. Directions from my representative, Jennifer Leudtke were incomplete and as a consequence I had to pay large penalty. She never answered a phone call and often would not return calls. Emails were not responded to in a timely manner. I WOULD NEVER RECOMMEND THIS COMPANY BASED ON MY EXPERIENCE

James T.

5/5

Great Experience with the company! Knowledgeable and passionate folks who care about the retirement readiness and compliance matters.

Michael B.

5/5

Nathan P.

1/5