About us
Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient investment strategies and retirement planning. We offer a comprehensive range of services tailored to your unique needs, leveraging the advantage of institutional investment management strategies to maximize your potential for success. Our specialized tax-efficient investment strategies play a pivotal role in optimizing your financial landscape, developing and tailoring solutions to align with your goals. We aim to consistently deliver efficient, effective, and ethical financial solutions, building strong relationships with each client based on trust and understanding. At Advantage Retirement Group, you are not just a number; you are a member of our family. We are passionately dedicated to working tirelessly to help you achieve your financial goals and create the retirement of your dreams, sustained by the undeniable advantage of institutional investment management strategies and tax-efficient planning, specifically designed for high-net-worth individuals and families. Tounjian Advisory Partners LLC d/b/a Advantage Retirement Group is a registered investment advisor. Advantage Retirement Group provides investment advisory and related services for clients nationally. Advantage Retirement Group will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://advantageretirementgroup.com.
- Website
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http://www.advantageretirementgroup.com/
External link for Advantage Retirement Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fort Myers, Florida
- Type
- Privately Held
- Founded
- 1983
- Specialties
- Investment Specialists, Retirement Advisors, Insurance Professionals, and Financial Planners
Locations
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Primary
8870 Daniels Parkway
Fort Myers, Florida 33912, US
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5200 Tamiami Trail North
Suite 101
Naples, Florida 34103, US
Employees at Advantage Retirement Group
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Alfie M Tounjian, CFP®, RFC
CEO / Founder of Advantage Retirement Group & Tounjian Advisory Group, LLC / Public Speaker
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Mary C Thompson-Gesnaldo
Marketing & Sales Leader ► Financial Services & Wealth Management ► High-Net-Worth Client Relationship Management ► Lead Generation, Conversion &…
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Michael Coryell
Jake The Millennial
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Garrett Eisenhauer
Financial Advisor
Updates
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Tune in to 92.5 Fox FM tomorrow at 9 AM for the premiere of our latest episode of Saving the Investor! 📈 Missed last week's episode? No worries! Catch up now by watching the full recording on YouTube: https://lnkd.in/ekUvafzb 📺 Don't forget to like, share, and subscribe for more insightful financial tips and investment strategies!👍
SAVING THE INVESTOR | PODCAST | 2024 | 008
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SAVING THE INVESTOR | PODCAST | 2024 | 007
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SAVING THE INVESTOR | PODCAST | 2024 | 006
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Catch up on the latest episode of Saving the Investor with Alfie & Pastor John! If you missed last Saturday's show at 9am on Fox 92.5, you can click below to watch the replay: https://lnkd.in/dUF2ShKp
SAVING THE INVESTOR | PODCAST | 2024 | 005
https://www.youtube.com/
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Ready to take control of your financial future? Our latest show is packed with insights on: • Insurance strategies for peace of mind • Navigating election year tax changes • Strategic ways to grow your retirement savings Click below to watch now https://lnkd.in/eUbawghG
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