Insights

Market Focus Concierge Retirement Services specializes in customizing retirement plans for small to mid-sized businesses in the Tri-State area, presenting an opportunity to target regional firms seeking tailored employee benefit solutions.

Financial Strength With revenues between $10 million and $25 million, the company demonstrates solid financial stability, indicating capacity for growth and potential for upselling more comprehensive retirement services.

Client Value Proposition Their emphasis on ease of administration and maximizing tax benefits positions them well to appeal to businesses looking to optimize employee benefits while reducing administrative burden, offering cross-sell opportunities in compliance and benefit management.

Digital Presence & Technology Leveraging tools such as Google Tag Manager, ActiveCampaign, and Cloudflare suggests collaboration potential with firms offering marketing automation, client engagement platforms, and cybersecurity enhancements for their digital outreach.

Growth Potential Targeting similar companies with extensive employee bases and large revenues indicates opportunities for expanding into larger corporate accounts or developing strategic partnerships with comparable financial service providers.

Concierge Retirement Services Tech Stack

Concierge Retirement Services uses 8 technology products and services including Cloudflare, jQuery Migrate, ActiveCampaign, and more. Explore Concierge Retirement Services's tech stack below.

  • Cloudflare
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • ActiveCampaign
    Marketing Automation
  • jQuery Mobile
    Mobile Frameworks
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Vimeo
    Video Players
  • Apache
    Web Servers

Media & News

Concierge Retirement Services's Email Address Formats

Concierge Retirement Services uses at least 2 format(s):
Concierge Retirement Services Email FormatsExamplePercentage
FLast@madisonpension.comJDoe@madisonpension.com
93%
First.Last@madisonpension.comJohn.Doe@madisonpension.com
7%

Frequently Asked Questions

Where is Concierge Retirement Services's headquarters located?

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Concierge Retirement Services's main headquarters is located at 7 Rye Ridge Plaza, #404. The company has employees across 1 continents, including North America.

What is Concierge Retirement Services's phone number?

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You can contact Concierge Retirement Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Concierge Retirement Services's official website and social media links?

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Concierge Retirement Services's official website is conciergeretirementservices.com and has social profiles on LinkedIn.

What is Concierge Retirement Services's NAICS code?

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Concierge Retirement Services's NAICS code is 52 - Finance and Insurance.

How many employees does Concierge Retirement Services have currently?

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As of January 2026, Concierge Retirement Services has approximately 15 employees across 1 continents, including North America. Key team members include Vice President: K. F.Executive Consultant And Project Manager: G. L.Office Manager: R. A.. Explore Concierge Retirement Services's employee directory with LeadIQ.

What industry does Concierge Retirement Services belong to?

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Concierge Retirement Services operates in the Financial Services industry.

What technology does Concierge Retirement Services use?

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Concierge Retirement Services's tech stack includes CloudflarejQuery MigrateActiveCampaignjQuery MobileCloudflare Bot ManagementGoogle Tag ManagerVimeoApache.

What is Concierge Retirement Services's email format?

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Concierge Retirement Services's email format typically follows the pattern of FLast@madisonpension.com. Find more Concierge Retirement Services email formats with LeadIQ.

When was Concierge Retirement Services founded?

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Concierge Retirement Services was founded in 1978.

Concierge Retirement Services

Financial ServicesNew York, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
7 Rye Ridge Plaza, #404
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Concierge Retirement Services's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Concierge Retirement Services's revenue is estimated to be in the range of $10M$25M

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