Advantage Retirement Group

Advantage Retirement Group

Financial Services Fort Myers, Florida, United States 8 employees
Employees
8
Contacts
3
Emails
3
Phones
1

Advantage Retirement Group Overview

Headquarters
Fort Myers, Florida, United States
Industry
Financial Services
Employees
8
Founded
1983
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Advantage Retirement Group

Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient investment strategies and retirement planning. We offer a comprehensive range of services tailored to your unique needs, leveraging the advantage of institutional investment management strategies to maximize your potential for success. Our specialized tax-efficient investment strategies play a pivotal role in optimizing your financial landscape, developing and tailoring solutions to align with your goals. We aim to consistently deliver efficient, effective, and ethical financial solutions, building strong relationships with each client based on trust and understanding. At Advantage Retirement Group, you are not just a number; you are a member of our family. We are passionately dedicated to working tirelessly to help you achieve your financial goals and create the retirement of your dreams, sustained by the undeniable advantage of institutional investment management strategies and tax-efficient planning, specifically designed for high-net-worth individuals and families. Tounjian Advisory Partners LLC d/b/a Advantage Retirement Group is a registered investment advisor. Advantage Retirement Group provides investment advisory and related services for clients nationally. Advantage Retirement Group will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://advantageretirementgroup.com.

Advantage Retirement Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Advantage Retirement Group Org Chart

Sample employees and titles
Name Title Contact
Mary C Thompson-Gesnaldo Marketing & Sales Leader ► Financial Services & Wealth Management ► High-net-worth Client Relationship Management ► Lead Generation, Conversion
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Garrett Eisenhauer Financial Advisor
Email
Alfie M Tounjian, Cfp®, Rfc CEO / Founder of Advantage Retirement Group & Tounjian Advisory Group, Llc / Public Speaker
Email Phone
Michael Coryell Jake the Millennial
Email

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0

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