The Team

The Rettig Group - Retirement Wealth Advisors
Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.

Our Advisors

Joe Rettig

Joe Rettig

Private Wealth Advisor

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Designations

CFP®, CRPC®, CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments

Education

Temple University, BA, 1982-Criminal Justice-Pre Law

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Hope Duryea

Hope Duryea

Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Insurance
  • Investments
  • Retirement Income Strategies
CA Insurance #0M47317

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Kyle Rettig

Kyle Rettig

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

Bachelors of Business Economics, Brown University, Providence, Rhode Island

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Henry Edwin Sly

Henry Edwin Sly

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies

Education

Bachelors of Science in Marketing, Florida Atlantic University, Boca Raton, Florida

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Our Staff

Lori Silvestro

Lori Silvestro

Client Service Manager

Office Manager
Karla Graber

Karla Graber

Financial Planning Analyst

Insurance Specialist
Katie Rotz

Katie Rotz

Marketing Manager

Client Concierge