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

About Advantage Retirement Group

Advantage Wealth Partners is a founder-led, SEC-registered investment adviser based in Fort Myers and Naples, Florida, specializing in private wealth management. The firm offers comprehensive financial planning services, including retirement income, investment, tax, legacy, and healthcare planning, tailored for discerning investors and families in Southwest Florida. Led by founder Alfie Tounjian, the team emphasizes a holistic approach to financial decision-making, ensuring that all aspects of a client's financial life are considered together. Their goal is to provide clients with clarity and purpose in their financial decisions, helping them enjoy the benefits of their wealth.Explore more
Advantage Retirement Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Advantage Retirement Group Org Chart

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Regional Director

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Compare Similar Companies to Advantage Retirement Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advantage Retirement Grou...

<$5M
11-50
Private
-
1983
CS
Chris ShultzRegional Director
$5.4M
1-10
Private
-
2007
JS
Jo SchofdingDirector, Marketing
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2005
NA
Natalie AnziniDirector, Marketing & Engagement
Illustration of an envelope

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: Bulman Wealth Group, The Holland Group, Kanani Advisory Group, Kelly Capital Partners
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 is a founder-led, SEC-registered investment adviser based in Fort Myers and Naples, Florida, specializing in private wealth management. The firm offers comprehensive financial planning services, including retirement income, investment, tax, legacy, and healthcare planning, tailored for discerning investors and families in... Southwest Florida. Led by founder Alfie Tounjian, the team emphasizes a holistic approach to financial decision-making, ensuring that all aspects of a client's financial life are considered together. Their goal is to provide clients with clarity and purpose in their financial decisions, helping them enjoy the benefits of their wealth.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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