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
- Website
- advantageretirementgroup.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1983
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Mary C Thompson-Gesnaldo | Marketing & Sales Leader ► Financial Services & Wealth Management ► High-net-worth Client Relationship Management ► Lead Generation, Conversion | Fort Myers, Florida, United States |
View
|
| Garrett Eisenhauer | Financial Advisor | Fort Myers, Florida, United States |
Email
|
| Alfie M Tounjian, Cfp®, Rfc | CEO / Founder of Advantage Retirement Group & Tounjian Advisory Group, Llc / Public Speaker | Fort Myers, Florida, United States |
Email
Phone
|
| Michael Coryell | Jake the Millennial | Cape Coral, Florida, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
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