Advantage Retirement Group Revenue
Financial Services • 
Fort Myers, Florida, United States • 1-10 Employees
Advantage Retirement Group revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $1,250,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contact at Advantage Retirement Group
Mary C Thompson-Gesnaldo
Vice President, Marketing & Operations | Marketing Director
Company overview
| Headquarters | 8870 Daniels Parkway, Fort Myers, Florida 33912, US |
| Phone number | +12397470552 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Specialists, Financial Planners, Insurance Professionals, Retirement Advisors |
| Founded | 1983 |
| Employees | 1-10 |
| Socials |
About 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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Advantage Retirement Group has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Advantage Retirement Group has never raised funding before.
Advantage Retirement Group Tech Stack
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Frequently asked questions
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