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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.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 7 Rye Ridge Plaza,
- Industry
- Financial Services
- Keywords
- Retirement Plan Design & Administration, Benefits Consulting, Financial Advisory, 401(k), Cash Balance Plans, Combo Retirement Plans.
- HQ
- Rye Brook, New York
Concierge Retirement Services Questions
Concierge Retirement Services's website is http://www.conciergeretirementservices.com
Concierge Retirement Services's LinkedIn profile is https://www.linkedin.com/company/concierge-retirement-services
Concierge Retirement Services has
17 employees.
View email and phone details for 17
employees at Concierge Retirement Services.
Concierge Retirement Services's industry is
Financial Services
Concierge Retirement Services's top competitors are
Pk Retirement,
Pacetpa,
Dowler Construction Services, Llc,
Tennessee Pension Administrators,
Holden Electric Co., Inc,
Carta Consulting,
Stultz & Stephan, Ltd.,
Mille Lacs Band Of Ojibwe,
Pension Investors Corporation,
Retirement Planners & Administrators, Inc..
Concierge Retirement Services's categories are Financial Services
Concierge Retirement Services's founding year is 1978
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Top Concierge Retirement Services Employees
-
-
George Luna
Executive Consultant & Project Manager At Concierge Retirement Services
Purchase, New York, United States, United States2gmail.com, madisonpension.com -
Rebecca Alfano
Office Manager At Madison Pension Services, Inc.
Harrison, New York, United States, United States2alpinefunds.com, madisonpension.com1 +191425XXXXX
-
David Gensler
n/a
New York City Metropolitan Area, United States4nrp.com, aol.com, lpl.com, madisonpension.com14 +191425XXXXX
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