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The Pension Group

EST. AUM
$182,371,106

CONTACTS
4

CLIENT ACCOUNTS
822

Firm Details

Metro area Columbus
CRD Number 293819
Website thepensiongroup.com
Client types

Overview

The Pension Group is a privately held financial services firm specializing in retirement planning. The company focuses on assisting pre-retirees in preparing for retirement with clarity and confidence. Their services encompass pension planning, wealth management, investment planning, income planning, estate planning, and tax preparation. The firm's mission is to guide clients through the final stretch before retirement, helping them avoid surprises and ensuring their financial future is on the right track. Notably, The Pension Group has identified and corrected numerous errors in retirement plans that could have impacted clients' retirement income, often without the individuals' awareness.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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