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
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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Revenue
Number of Employees
Type
Funding
Founded In
$21.6M
11-50
Private
<$5M
2006
PensionQuote Tech Stack
A closer look at the technologies used by PensionQuote
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Frequently Asked Questions Regarding PensionQuote
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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
