Carlson Quinn was founded as a retirement consulting firm in 1994 by Leif Carlson and Brian Quinn. Over the years, the firm has built a solid reputation as a strategic retirement consulting firm and third-party administrator by providing high-quality, personalized service to their clients and employees. Carlson Quinn works with an extensive network of professional associates, including RIAs, ERISA attorneys, CPAs, and actuaries to enhance the breadth and depth of the services they provide to their clients. Backed by their staff of retirement experts and external partner resources, Carlson Quinn provide clients with customized services in consulting, administration, actuarial valuation, and legal compliance on a breadth of retirement programs including 401(k) plans, 403(b) plans, 457 plans, profit sharing plans, traditional defined benefit pension plans, cash balance plans, ESOPs, and non-qualified deferred compensation plans. Carlson Quinn works with for-profit, non-profit, government agencies, and publicly-traded companies. The firm’s clients include sole proprietors, small-size companies, mid-size organizations, and corporations with thousands of employees in a broad spectrum of industries, including banks, law firms, CPA firms, medical groups, wholesalers, retailers, manufacturers, architects, construction companies, wineries, real estate management firms, and foundations.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 2000 Powell St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://carlsonquinn.com/
- HQ
- Emeryville, California
- Competitors
- Employee Fiduciary, HowardSimon Retirement, RPCG, LLC, a Strongpoint Partner, Retirement Planners & Administrators, Inc., SI GROUP, a Strongpoint Partner, Strongpoint Partners, Retirement Strategies Group ("RSG"), a Strongpoint Partner, Pension Financial Services ("PFS"), a Strongpoint Partner, Pollard & Associates, A Strongpoint Partner, Jocelyn Pension Consulting, LLC.
Carlson Quinn ("cq"), A Strongpoint Partner Questions
Carlson Quinn ("Cq"), A Strongpoint Partner's website is https://carlsonquinn.com/
Carlson Quinn ("Cq"), A Strongpoint Partner's LinkedIn profile is https://www.linkedin.com/company/carlson-quinn-cq
Carlson Quinn ("Cq"), A Strongpoint Partner has
2 employees.
View email and phone details for 2
employees at Carlson Quinn ("Cq"), A Strongpoint Partner.
Carlson Quinn ("Cq"), A Strongpoint Partner's industry is
Financial Services
Carlson Quinn ("Cq"), A Strongpoint Partner's top competitors are
Employee Fiduciary,
Howardsimon Retirement,
Rpcg, Llc, A Strongpoint Partner,
Retirement Planners & Administrators, Inc.,
Si Group, A Strongpoint Partner,
Strongpoint Partners,
Retirement Strategies Group ("rsg"), A Strongpoint Partner,
Pension Financial Services ("pfs"), A Strongpoint Partner,
Pollard & Associates, A Strongpoint Partner,
Jocelyn Pension Consulting, Llc.
Carlson Quinn ("Cq"), A Strongpoint Partner's categories are Financial Services
Carlson Quinn ("Cq"), A Strongpoint Partner's founding year is 1994
