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VerifiedFinancial Services· Founded 1983

Advantage Retirement Group

Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient investment strategies and retirement planning. We offer a comprehensive range of services tailored to your unique needs, leveraging the advantage of institutional investment management strategies to maximize your potential for success. Our specialized tax-efficient investment strategies play a pivotal role in optimizing your financial landscape, developing and tailoring solutions to align with your goals. We aim to consistently deliver efficient, effective, and ethical financial solutions, building strong relationships with each client based on trust and understanding. At Advantage Retirement Group, you are not just a number; you are a member of our family. We are passionately dedicated to working tirelessly to help you achieve your financial goals and create the retirement of your dreams, sustained by the undeniable advantage of institutional investment management strategies and tax-efficient planning, specifically designed for high-net-worth individuals and families. Tounjian Advisory Partners LLC d/b/a Advantage Retirement Group is a registered investment advisor. Advantage Retirement Group provides investment advisory and related services for clients nationally. Advantage Retirement Group will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://advantageretirementgroup.com.

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HeadquartersFort Myers, United StatesEmployees8(1 to 10)Annual revenue$1M to <$10MFounded year1983Websiteadvantageretirementgroup.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

2

tools in use

Monthly traffic

110

organic / mo

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Top roles at Advantage Retirement Group

4 distinct titles indexed · top 4 shown.

  • 2financial advisor
  • 1client servicing specialist
  • 1sr investment service specialist
  • 1vice president, marketing & operations marketing director

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