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Retirement Transition Advisory GroupFinancial advisor in Belmont, NC

Retirement Transition Advisory Group is a financial advisor at 102 Hidden Pastures Dr Ste 206, Cramerton, NC 28032, ranked #8 of 257 financial advisors in Belmont and rated 5.0 from 21 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Belmont, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 869-8102Website ↗

Key facts

Key facts about Retirement Transition Advisory Group
Address102 Hidden Pastures Dr Ste 206, Cramerton, NC 28032, Belmont, NCGet directions
Phone(704) 869-8102
Websiteretiretag.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 12 PM
Google rating5.0 from 21 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Belmont and 11 towns within 25 miles: Mount Holly, Gastonia, Charlotte, Kings Mountain, Huntersville, Lincolnton, Cornelius, Matthews, Weddington, Davidson and Stallings.

Based in Belmont, NCView on map

Opening hours

Opening hours for Retirement Transition Advisory Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 12 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Retirement Transition Advisory Group

How is Retirement Transition Advisory Group ranked in Belmont?

Retirement Transition Advisory Group is ranked #8 of 257 financial advisors in Belmont by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Retirement Transition Advisory Group’s hours?

Retirement Transition Advisory Group is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 12 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Retirement Transition Advisory Group serve?

Serves Belmont and 11 towns within 25 miles: Mount Holly, Gastonia, Charlotte, Kings Mountain, Huntersville, Lincolnton, Cornelius, Matthews, Weddington, Davidson and Stallings. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Retirement Transition Advisory Group?

Retirement Transition Advisory Group has a rating of 5.0 from 21 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Retirement Transition Advisory Group?

Call Retirement Transition Advisory Group on (704) 869-8102. The business is at 102 Hidden Pastures Dr Ste 206, Cramerton, NC 28032, Belmont, NC. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Retirement Transition Advisory Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Retirement Transition Advisory Group (this business)—705.0 (21)NoNo
Alloy Wealth Management#6705.0 (157)NoNo17.6 mi
ADR Financial Group#7704.8 (185)YesNo19.3 mi
The Mortgage Planner with Element Home Loans#9695.0 (126)YesNo22.6 mi

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