Concierge Retirement Services
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 11-50 Employees
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Overview
Headquarters
7 Rye Ridge Plz PMB 404, Rye Brook, New ...Phone Number
(914) 251-0099Revenue
$6.9 MillionIndustry
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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Revenue
Number of Employees
Type
Funding
Founded In
Concierge Retirement Serv...
$6.9M
11-50
Private
-
1978
RA
Rebecca Alfano3 Plan Administrator (16) & Manager, Office
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
