Concierge Retirement Services Revenue
Financial Services • 
Rye Brook, New York, United States • 11-20 Employees
Concierge Retirement Services revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Key Contact at Concierge Retirement Services
Kristine Faby
Vice President
Company overview
| Headquarters | 7 Rye Ridge Plaza, #404, Rye Brook, New York 10573, US |
| Phone number | +19142510099 |
| Website | |
| NAICS | 52 |
| Keywords | Benefits Consulting, Financial Advisory, 401(K), Cash Balance Plans, Retirement Plan Design & Administration, Combo Retirement Plans |
| Founded | 1978 |
| Employees | 11-20 |
| Socials |
Concierge Retirement Services Email Formats
Concierge Retirement Services uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@madisonpension.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@madisonpension.com | 66.6% |
{first initial}{first initial} | jj@madisonpension.com | 16.7% |
{first name}{last name} | johndoe@madisonpension.com | 16.7% |
About 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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Concierge Retirement Services has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Concierge Retirement Services has never raised funding before.
Concierge Retirement Services Tech Stack
Discover the technologies and tools that power Concierge Retirement Services's digital infrastructure, from frameworks to analytics platforms.
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India
Korea, Republic of
Germany
Frequently asked questions
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