Chamber of Commerce

      The Retirement Advantage, Inc.

      ( 5 Reviews )

      The Retirement Advantage, Inc.
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      N/A
      Sunday:
      N/A
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      3.4 - (5 reviews)
      3
      0
      0
      0
      2
      Read Our 5 Reviews

      Chamber Rating

      Verified Member
      3.4 - (5 reviews)
      3
      0
      0
      0
      2
      › ‹
      • James Thrasher

        Great Experience with the company! Knowledgeable and passionate folks who care about the retirement readiness and compliance matters.
        Mar 15th, 2024

      • Lee Miller Rehabilitation Associates

        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
        Aug 18th, 2019

      • Bill Sunagel

        Knowledgeable, Proactive and Professional.
        Apr 5th, 2019

      • Michael Berndt


        Jan 17th, 2019

      • Nathan P


        Apr 27th, 2014

      Read Our 5 Reviews

      About
      The Retirement Advantage, Inc.

      As a leading national retirement services company with 401K expertise, we provide third-party administration and fiduciary services for employers, advisors and individuals. We offer a streamlined approach to retirement planning with exceptional customer service.

      Contact Info

      Images

      Questions & Answers

      Q What is the phone number for The Retirement Advantage, Inc.?

      A The phone number for The Retirement Advantage, Inc. is: (888) 872-2364.

      Q Where is The Retirement Advantage, Inc. located?

      A The Retirement Advantage, Inc. is located at 600 South Nicolet Road, Appleton, WI 54914

      Q What is the internet address for The Retirement Advantage, Inc.?

      A The website (URL) for The Retirement Advantage, Inc. is: https://tra401k.com/

      Q What days are The Retirement Advantage, Inc. open?

      A The Retirement Advantage, Inc. is open:
      Friday: 8:00 AM - 5:00 PM
      Saturday: N/A
      Sunday: N/A
      Monday: 8:00 AM - 5:00 PM
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM

      Q How is The Retirement Advantage, Inc. rated?

      A The Retirement Advantage, Inc. has a 3.4 Star Rating from 5 reviewers.

      Hours

      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      N/A
      Sunday:
      N/A
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      The Retirement Advantage, Inc.

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      3
      0
      0
      0
      2
      Write a Review

      James Thrasher on Google

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

      Lee Miller Rehabilitation Associates on Google

      image 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

      Bill Sunagel on Google

      image Knowledgeable, Proactive and Professional.

      Michael Berndt on Google

      image

      Nathan P on Google

      image

      Overall Rating

      Overall Rating
      ( 5 Reviews )
      3
      0
      0
      0
      2

      Write a Review

      RATING:
      Create 1 Star Review Create 2 Star Review Create 3 Star Review Create 4 Star Review Create 5 Star Review
      Submit

      Investment Service Near Me in Appleton, WI

      Lindsay Kaminski - RBC Wealth Management Financial Advisor
      717 N McCarthy Rd
      Appleton, WI 54913
      ( 0 Reviews )
      Professional Financial Management
      W6184 Aerotech Dr
      Appleton, WI 54914
      920-687-2600
      ( 0 Reviews )
      Dnr Investments Llc
      2620 Forest View Ct
      Appleton, WI 54915
      (920) 735-5510
      ( 0 Reviews )
      Cody Evers - Prudential Financial
      2109 E Capitol Dr building a
      Appleton, WI 54911
      920-380-7420
      ( 0 Reviews )
      Edward Heyes
      717 N McCarthy Rd
      Appleton, WI 54913
      ( 0 Reviews )
      Edward Jones - Financial Advisor: Jeanann M Kramer
      W5669 County Rd KK H, Suite H
      Appleton, WI 54915
      ( 0 Reviews )
      Engel Family Investment Club
      908 E Windfield Pl
      Appleton, WI 54911
      (920) 739-9486
      ( 0 Reviews )
      Joshua Hansen - Financial Advisor, Ameriprise Financial Services, LLC
      39 Park Pl Ste 100
      Appleton, WI 54914
      920-997-0668
      ( 0 Reviews )

      START DRIVING

      ONLINE LEADS TODAY!

      Add Your Business
      ChamberofCommerce.com
      Loading