Karel-Gordon & Associates, a Strongpoint Partner Email Format
Financial ServicesIllinois, United States11-50 Employees
Karel-Gordon & Associates provides pension consulting and retirement planning administration within the financial services sector. It collaborates with financial advisors, tax professionals, and attorneys to design and implement retirement plans. The firm concentrates on closely held business owners seeking to maximize retirement savings while obtaining the most tax-efficient deductible contributions. From initial plan design through ongoing annual administration, all work is handled by its professional team. Founded in 1975, the company is based in Illinois and is affiliated with the Strongpoint partner network. It employs a mid-sized team dedicated to servicing retirement plans end-to-end.