Retirement & Investment Group, LLC of Catonsville

Retirement & Investment Group, LLC is a Financial Planner in Catonsville, MD, located at 307 Frederick Rd. It holds a rating of 3.70. President Tom Quirk, CFP®, CRPC®, CRC®, has led the practice since 1994. The team operates as fiduciaries, acting in clients' best interests, and includes Chartered Financial Analysts for advanced investment analysis. Quirk holds the Certified Financial Planner, Chartered Retirement Planning Counselor, and Certified Retirement Counselor credentials. He has served as an instructor for the Maryland State Pre-Retirement Program and contributed articles to the Senior Digest and the Baltimore Business Journal. The firm completed the Business Leaders Forum executive education program with LPL Financial and the Wharton Aresty Institute at the University of Pennsylvania. The firm has been recognized as a Forbes Best-In-State Wealth Advisor for six consecutive years, from 2021 through 2026. It provides data-driven financial plans that address distribution strategies for those nearing or already in retirement. Clients receive guidance on managing assets to avoid running out of money while maintaining their desired lifestyle. It offers a dynamic guide to retirement planning that adapts to changing circumstances and priorities. Retirement & Investment Group applies its fiduciary standard and decades of experience to help Catonsville residents secure their financial futures.

The firm is situated on Frederick Road, just a tenth of a mile from the Baltimore Beltway. It is also near The Vortex theater and Saint Timothys School.

BizScoreAI reports an On-Page score of 94 out of 100, which ensures search engines can match the site to the searches customers actually make. The business also holds a Content Quality score of 75 out of 100, meaning the website answers customer questions clearly enough for AI assistants to quote directly.