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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Verified contacts
10
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- KF
Kristine Faby
Vice President · General Business & Management
EmailPhone - RA
Rebecca Alfano
Office Manager · Operations
EmailPhone - CT
Carolynn Trotta
Executive Assistant · General Business & Management
EmailPhone - GL
George Luna
Executive Consultant and Project Manager · Other
EmailPhone - RM
Robert Marks
Actuary · Finance & Accounting
EmailPhone - FG
Frank Grande
Senior Pension Consultant · Finance & Accounting
EmailPhone - EB
Erica Bonet
Pension Consultant · Finance & Accounting
EmailPhone
Showing 7 of 10 verified contacts
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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