Advantage Retirement Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

8870 Daniels Pkwy, Fort Myers, Florida, ...

Phone Number

(239) 747-0552

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Advantage Retirement Group

Advantage Wealth Partners specializes in creating retirement income strategies for individuals in or nearing retirement, aiming to foster financial confidence and independence. With over four decades of experience, they provide customized financial plans that address key areas of retirement planning, including income, legacy, tax efficiency, asset protection, and growth strategies. The company operates in a family-first atmosphere, emphasizing unmatched customer care and support. Their services are designed for clients seeking guidance through market volatility and other retirement challenges.Explore more
Advantage Retirement Group's Social MediaPopular SearchesAdvantage Retirement GroupTounjian Advisory Group LLCAdvantage Investment Group IncAdvanced Retirement Group LLCAdvantage IncSIC Code 62,628NAICS Code 52,523Show more

Advantage Retirement Group Org Chart

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Marketing Vice President, Marketing & Operati...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advantage Retirement Grou...

<$5M
11-50
Private
-
1983
MT
Mary ThompsonMarketing Vice President, Marketing & Operations & Director
$5.4M
1-10
Private
-
2007
RJ
Russell JalbertFounder & President
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2001
LS
Laura StoverLs Tax Llc Owner & Founder
<$5M
1-10
Private
-
1998
Owen Pugh, Vice President & Chief Financial Officer at Paradigm Group
Owen PughVice President & Chief Financial Officer
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2005
NA
Natalie AnziniDirector, Marketing & Engagement
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advantage Retirement Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advantage Retirement Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advantage Retirement Group.

Advantage Retirement Group Tech Stack

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Frequently Asked Questions Regarding Advantage Retirement Group

What is Advantage Retirement Group's official website?
Advantage Retirement Group's official website is www.advantageretirementgroup.com
What is Advantage Retirement Group's Revenue?
Advantage Retirement Group's revenue is <$5 Million
What is Advantage Retirement Group's SIC code?
Advantage Retirement Group's SIC: 62,628
What is Advantage Retirement Group's NAICS code?
Advantage Retirement Group's NAICS: 52,523
How many employees does Advantage Retirement Group have?
Advantage Retirement Group has 11-50 employees
What industry does Advantage Retirement Group belong to?
Advantage Retirement Group is in the industry of: Finance, Securities Trading
What is Advantage Retirement Group competition?
Advantage Retirement Group top competitors include: LS Wealth Management, Bulman Wealth Group, Paradigm Group, The Holland Group
What technology does Advantage Retirement Group use?
Some of the popular technologies that Advantage Retirement Group uses are: Lucky Orange, WordPress.org, PHP, Cloudflare CDN
How do I contact Advantage Retirement Group?
Advantage Retirement Group contact info: Phone number: (239) 747-0552 Website: www.advantageretirementgroup.com
What does Advantage Retirement Group do?

Advantage Wealth Partners specializes in creating retirement income strategies for individuals in or nearing retirement, aiming to foster financial confidence and independence. With over four decades of experience, they provide customized financial plans that address key areas of retirement planning, including income, legacy, tax efficiency, asset... protection, and growth strategies. The company operates in a family-first atmosphere, emphasizing unmatched customer care and support. Their services are designed for clients seeking guidance through market volatility and other retirement challenges.Read More

What are Advantage Retirement Group social media links?
Advantage Retirement Group Linkedin page Advantage Retirement Group Twitter page Advantage Retirement Group Facebook page
Is Advantage Retirement Group a public company?
Advantage Retirement Group is private company therefore does not currently have an official ticker symbol
See more information about Advantage Retirement Group

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