2691 State Route 9
Problems with Probate
Critical Estate Documents
What's My Potential Estate Tax?
A Bucket Plan to Go with Your Bucket List
David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and...
Jim is the Insurance Coordinator for The Retirement Planning Group. He brings over 32 years’ experience in customer service and client management. Jim is a graduate of West Virginia Wesleyan College with a BS degree in Biology. Jim...
James Cox is a Wealth Advisor with significant experience honed during his five years in the financial services industry. Most recently, James has successfully provided wealth management counseling with a focus on retirement planning,...
Julie is the Operations Manager for The Retirement Planning Group. She brings over 18 years experience in accounting and marketing. Julie has held positions with Kraft General Foods and several major accounting firms in the Capital...
Client Service Assistant
Lisa is our Client Service Assistant with over 15 years experience. She manages our customer service team to ensure clients receive the most premier and efficient service. Lisa provides overall account administration and compliance...
Nicolas Dumas started his relationship with the Retirement Planning Group in May of 2017, as a summer intern. He continued to work part-time with the company through his graduation from Siena College, and as of July 2018 has been...
Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.
From wealth management to estate concerns, we're ready to help.
We take pride in creating practiced, disciplined, and comprehensive investment strategies.
No matter how you picture retirement, we'll tailor a strategy suited to your goals.