Concierge Retirement Services
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
7 Rye Ridge Plz 404, Rye Brook, New York...Phone Number
(914) 251-0099Revenue
$6.9 MillionIndustry
ZI Rank: 1
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About Concierge Retirement Services
Concierge Retirement Services specializes in providing customized retirement plan solutions for small and mid-sized companies, focusing on maximizing tax deductions, attracting quality employees, and simplifying plan administration. The firm prides itself on offering personalized service through dedicated consultants who prioritize client relationships and understanding their unique needs. With a commitment to care and comprehensive practices, they aim to deliver peace of mind and effective retirement strategies. Their services include defined contribution plans, defined benefit plans, and 3(16) administration, ensuring tailored solutions for each client.Explore more
Concierge Retirement Services Org Chart
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Concierge Retirement Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Concierge Retirement Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concierge Retirement Services.
Concierge Retirement Services Tech Stack
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Concierge Retirement Services specializes in providing customized retirement plan solutions for small and mid-sized companies, focusing on maximizing tax deductions, attracting quality employees, and simplifying plan administration. The firm prides itself on offering personalized service through dedicated consultants who prioritize client relations... Read More
