PensionQuote
Finance · 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
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About PensionQuote
PensionQuote 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. Based in Coral Gables, FL, PensionQuote is dedicated to helping entrepreneurs and corporate executives navigate retirement planning and fiduciary responsibilities.Explore more
PensionQuote Org Chart
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PensionQuote is experiencing very low activity levels compared to other companies in the Finance sector.
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PensionQuote financials insights
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2021
Debt
$26K
PensionQuote Tech Stack
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PensionQuote 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 cus... Read More
