Concierge Retirement Services
Concierge Retirement Services helps companies implement and run successful retirement plans.
We are the premier benefits consulting firm in the Tri-State area servicing small and mid-sized companies.
Come meet our exemplary team.
Robert P. Marks, EA, MAAA, MSPA, ACOPA
“They’re fantastic, and they make my fiduciary responsibility a lot easier — from the 5500 to the non-discrimination, to the amendments being up to date. They’re always up to date and keep me in the loop. Everyone there are professional, kind, and very good at their expertise! Our plan is not so easy, but they offer great advice.”
North Shore Hebrew Academy
“Concierge Retirement Services (formerly Madison Pension) and David Gensler have always been responsive, proactive, answered questions, looking for ways to facilitate the benefits and advantages for our retirement accounts through their excellent services.”
John DeSimone, Partner
Walter, Berlingo & Co.
“We’ve been a client of Concierge Retirement Services (formerly Madison Pension) since 2003, and we’ve established a strong partnership with our consultants – Frank Grande and George Luna. Their knowledge, expertise and guidance on our pension plans is invaluable. I highly recommend Concierge Retirement Services.”
Susanne Gallagher, Vice-President Human Resources,
L&M Development Partners, Inc. /
C& C Apartment Management, LLC
“David did not know me, but he took my phone call and was very patient and inquisitive regarding my situation. He stayed in contact with me until we were both satisfied that my objectives would be accomplished in the time frame that I needed.
The time that he spent and the care that he took made quite an impression on me – especially because I wasn’t even a client! If this is how they treat a non-client, I could only imagine what it would be like to actually be a client!”
Mark Levy, Principal
Brison Strategies, Inc.
“I have know David Gensler and Concierge Retirement Services (formerly Madison Pension) for over 10 years, but only recently became a client. I am extremely pleased with their follow-up and the services I’ve received.
Their recommendations have been sound, their people courteous, and they have been proactive working with my accountant and other partners. Overall, A+.”
Jim Kennedy, CEO
The Network Support Company, LLC
“I’ve had the good fortune of being a client of Concierge Retirement Services (formerly Madison Pension) for 15 years – in particular working with Kristine Faby and Bobby Marks. Their expertise, support and guidance have been invaluable. They’ve not only helped to ensure that my consulting firm’s Defined Benefit is compliant with regulations, they’ve been generous in making recommendations that have afforded me flexibility without sacrificing growth potential.
CRS should be a consideration for any business looking for excellence in their pension management.”
Ira Studin, Principal
Stellar Managed Care.
“In the 12 years I’ve worked with Concierge Retirement Services (formerly Madison Pension), I have received the highest level of service. They provide retirement planning services that is informative and thorough, and they keep us on track with filing deadlines. CRS is responsive and professional.
I have the utmost respect for this organization and recommend them without hesitation.”
Regina Elliott, Vice-President of Human Resources and Communications,
Fly Communications, Inc.
“Our office has had the pleasure of working with Concierge Retirement Services (formerly Madison Pension) for the past 20 years. Time has proven that customer service and communication is the foundation of their business. We’ve had the benefit of focusing our attention on patients with the full confidence that CRS has our best interests at heart.
We highly recommend them for any of your pension planning services.”
Amy Zeno, Office Manager
Bridgham Barr Orthodontics, PLLC