PensionQuote
Insurance · Florida, United States · 51-200 Employees
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Overview
Headquarters
95 Merrick Way Ste 516, Coral Gables, Fl...Phone Number
(800) 717-4723Website
www.pensionquote.comRevenue
<$5 MillionIndustry
About PensionQuote
PensionQuote, Inc. specializes in tax-advantaged defined benefit pension plans tailored for high net worth clients, providing innovative solutions that enhance financial advisors' services. Their offerings include Cash Balance plans and Split Dollar strategies aimed at maximizing tax savings. The company collaborates with financial advisors to design custom, IRS-approved plans that help clients preserve wealth and achieve significant tax deductions. With a focus on retirement planning, PensionQuote is dedicated to helping clients navigate complex fiduciary responsibilities and optimize their financial strategies.Explore more
PensionQuote Org Chart
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PensionQuote, Inc. specializes in tax-advantaged defined benefit pension plans tailored for high net worth clients, providing innovative solutions that enhance financial advisors' services. Their offerings include Cash Balance plans and Split Dollar strategies aimed at maximizing tax savings. The company collaborates with financial advisors to desi... Read More
