Our Clients

Our team of dedicated professionals provides unparalleled customer service and are committed to helping our clients achieve their objectives.

See below for what our clients are saying about us.

“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.

“In a few words, very, very accommodating, professional, great attitude, response time is always amazing. No matter what you ask, they always go over and above. They’re always calming. When I think OMG, this is a problem, how will I fix this? David says, “Let me think about this and figure out what can be done. If we can’t do it, we’ll put it in a letter so you can explain to your employees why it can’t be done and what alternatives there are.

Of all the people and companies, I’ve dealt with over a number of years they have always exceeded my expectations. When we lost a key person, I thought of outsourcing her responsibilities with Concierge Retirement Services (formerly Madison Pension) and it put my mind to rest. They coordinate with us beautifully.”

Patricia Cairo, Director of Operations
Meyer, Suozzi, English & Klein, P.C.

“I’ve spent my entire medical career focusing on my patients, and frankly I’ve been comfortable doing so knowing that my retirement needs and those of my staff have been carefully looked after by Concierge Retirement Services (formerly Madison Pension). It’s been over 20 years since I began working with your firm knowing that you were on top of compliance and always there for me has been the type of assurance that I like to think I give to those I serve as well.

From the bottom of my heart, my family and I thank you for the years of service, and even more important – for your friendship.”

Jeffrey H. Graf, M.D.

“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

“I have used Concierge Retirement Services (formerly Madison Pension) for over 2 decades. Their level of professionalism and willingness to attend to every need that has come up over the years is quite remarkable. They certainly have my highest recommendation to say nothing of our sincere thanks.”

Richard Kestenbaum, M.D.
Owner – Dr.’s Richard & Linda Kestenbaum

“I’ve been a client of Concierge Retirement Services (formerly Madison Pension) for many years now, and highly recommend them. They are highly client-focused and they make the complicated actuarial and tax business simple, and always respond quickly, professionally and thoroughly.”

Patricia Harmon, Owner
Patricia Harmon, LLC

“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.

“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.

“Personalized service is vital in today’s new pension plan environment. A firm needs a knowledgeable person to help make sense of it all. Kristine Faby has been our go-to person for the last 10 years. Her turn-around time is unmatched, and emails and phone calls are concise and efficient. Working with Kristine is a pleasure we hope to continue for years to come.”

Nick DiMaria, CFO
Bay Ridge Volvo American, 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

“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.

“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

Our clients come from all types of industries and professions and range in size.

Some of the professions that we serve are:

Law Firms

We understand the challenges facing Law Firms. Partners have different goals for their retirement planning and seek to maximize contributions while allowing associate attorneys to begin saving themselves.

Using our specialized plan approach, we are able to build out retirement plans tailored to the goals of each partner. We create plans that maximize contribution for partners while keeping costs down across the board. As your business grows and more partners are added, we’ll be there, guiding them into that next stage with you.

Healthcare Services

Are you not putting enough away with your current plan? Concierge Retirement Services is here to guide you seamlessly through the process of plan development, implementation, monitoring and analyzing. As you monitor your patients’ health, we monitor your plan and will adjust and change the plan as your practice changes.

We’ve built effective retirement plans for numerous medical and dental practices over the last forty years, and look forward to earning your trust.

Accounting Firms

Concierge Retirement Services is here for your needs as well as the needs of your clients. We develop personalized retirement plans and unlike payroll providers, we don’t believe in a “one plan fits all” approach.

Whether developing a plan for your business, or looking to provide value to your clients by partnering with a consultant, Concierge Retirement Services is here to help.

Let’s Build Something Together

Would you like to have a conversation? Would you like to discover more?
Here’s a few ways to get in touch with us.

7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099

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