Creative Retirement Solutions for the 21st Century.

Marsh & McLennan Agency's Retirement Services Division provides in-depth brokerage and consulting services to individuals and employer sponsors of qualified and non-qualified (executive benefit) plans. With more than 70 years combined experience, our Retirement Services team has relationships with the top financial organizations and insurance companies.

What makes us different? We're independent investment advisors who work with a variety of the well-known companies to ensure your plan is exactly what you need. Through the delivery of exemplary service, continuous compliance consulting, reliable plan administration, and extensive employee communications, we're dedicated to providing comprehensive retirement solutions that exceed our clients' expectations.

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Marsh & McLennan Agency Retirement Services

9171 Towne Centre Drive Suite 500
San Diego, CA 92122
Phone:
  • 858-587-7556
Fax:
  • 858-909-9755

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck