Concierge Retirement Services
Financial Services
7 Rye Ridge Plaza
17 employees
- Employees
- 17
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Concierge Retirement Services Overview
- Headquarters
- 7 Rye Ridge Plaza
- Industry
- Financial Services
- Employees
- 17
- Founded
- 1978
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Concierge Retirement Services
CARING, PROTECTING, and GUIDING. Are you searching for the best retirement plan for your business? It can be a confusing maze, and it’s difficult to know what’s best… The 3 most common reasons why most people ask us to provide retirement plan solutions are: • To maximize tax deductions; • To attract and retain the highest quality employees; and • They want a plan that takes less time to administer That’s what we’re here for. To help you. To make it easy to understand and to design a custom plan that’s exactly what you want. A plan that meets your needs. A plan that solves your problems. And - a plan that’s easy to manage. Welcome to Concierge Retirement Services (formerly Madison Pension)! Imagine having one trusted team of experts – dedicated to protecting and guiding you and your business with one laser-focus: To provide you with the highest levels of comprehensive practices and services to help small and mid-sized companies implement and run successful retirement plans. We are the premier benefits consulting firm in the Tri-State area. If you are searching for the right team of consultants whose core values begin with one word – CARE, then you’ve found the right team to help you. Whether this is your first plan, or you’re seeking a better plan, please – take a look at our website: https://conciergeretirementservices.com/ and see if it resonates with you. If it does, please – let’s have a conversation. Let’s explore some opportunities – together. Please don’t hesitate to reach out.
Concierge Retirement Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Concierge Retirement Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Fran Day | Retirement Plan Consultant / Project Manager |
View
|
|
| George Luna | Executive Consultant & Project Manager at Concierge Retirement Services | Purchase, New York, United States |
Email
|
| Rebecca Alfano | Office Manager at Madison Pension Services, Inc. | Harrison, New York, United States |
Email
Phone
|
| David Gensler | New York City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Manager
3 profiles
Compare Similar Companies to Concierge Retirement Services
Mille Lacs Band of Ojibwe
Government Administration
Retirement Planners & Administrators, Inc.
Financial Services
Holden Electric Co., Inc
Construction
Tennessee Pension Administrators
Financial Services
PACETPA
Financial Services
Pension Investors Corporation
Financial Services
Stultz & Stephan, Ltd.
Law Practice
PK Retirement
Financial Services
Carta Consulting
Financial Services
Dowler Construction Services, LLC
Facilities Services