Concierge Retirement Services Employee Directory

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.

Find Concierge Retirement Services employees' phone numbers or email addresses

Concierge Retirement Services Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Concierge Retirement Services's Leadership

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    K. F.
    Vice President
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    G. L.
    Executive Consultant And Project Manager
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    R. A.
    Office Manager
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    F. G.
    Senior Pension Consultant
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    D. D.
    Senior Pension Consultant
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    S. G.
    Senior Pension Consultant
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    R. B.
    Retirement Plan Consultant
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    C. T.
    Executive Assistant
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Concierge Retirement Services Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Banking
  • Community & Social Services
  • Program & Project Management
  • Accounting
  • Other

Contact profiles from Concierge Retirement Services

Name
Title
Contact Info
Location
Last Update
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    M. L.
    Administrative Assistant
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    Oct 23, 2024

Frequently Asked Questions

What is Concierge Retirement Services known for?

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Concierge Retirement Services was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 7 Rye Ridge Plaza, #404; you can contact the main corporate office by phone at . Explore Concierge Retirement Services's company overview page for more information.

What is Concierge Retirement Services's most common email format?

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Concierge Retirement Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Concierge Retirement Services email formats with LeadIQ.

How many employees does Concierge Retirement Services have currently?

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Concierge Retirement Services has approximately 15 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Concierge Retirement Services's key employees and leadership?

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As of January 2026, Concierge Retirement Services's key employees include:

  • Vice President: K. F.
  • Executive Consultant And Project Manager: G. L.
  • Office Manager: R. A.
  • Senior Pension Consultant: F. G.
  • Senior Pension Consultant: D. D.

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