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VerifiedFinancial Services· Founded 1978

Concierge Retirement Services

CARING, PROTECTING, and GUIDING. Are you searching for the best retirement plan for your business? It can be a confusing maze, and it’s difficult to know what’s best… The 3 most common reasons why most people ask us to provide retirement plan solutions are: • To maximize tax deductions; • To attract and retain the highest quality employees; and • They want a plan that takes less time to administer That’s what we’re here for. To help you. To make it easy to understand and to design a custom plan that’s exactly what you want. A plan that meets your needs. A plan that solves your problems. And - a plan that’s easy to manage. Welcome to Concierge Retirement Services (formerly Madison Pension)! Imagine having one trusted team of experts – dedicated to protecting and guiding you and your business with one laser-focus: To provide you with the highest levels of comprehensive practices and services to help small and mid-sized companies implement and run successful retirement plans. We are the premier benefits consulting firm in the Tri-State area. If you are searching for the right team of consultants whose core values begin with one word – CARE, then you’ve found the right team to help you. Whether this is your first plan, or you’re seeking a better plan, please – take a look at our website: https://conciergeretirementservices.com/ and see if it resonates with you. If it does, please – let’s have a conversation. Let’s explore some opportunities – together. Please don’t hesitate to reach out.

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HeadquartersRye Brook, United StatesEmployees15(11 to 50)Founded year1978Websiteconciergeretirementservices.comLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

15

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Concierge Retirement Services

9 distinct titles indexed · top 9 shown.

  • 2pension consultant
  • 1accounting manager
  • 1actuary
  • 1executive assistant
  • 1executive consultant and project manager
  • 1office manager
  • 1retirement plan consultant
  • 1senior pension consultant
  • 1vice president

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