Wealth Concierge Group

Wealth Concierge Group

 
 
 
 
 
 
 
 
 
 
 

Wealth Concierge Group

Jonathan Roth Jonathan Roth
(646) 270-4436
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You've heard of concierge services in luxury hotels. Now, imagine that level of personalized attention, but for Business Owners. Wealth Concierge Group offers a broad spectrum of services designed for the savvy business owner. From securing tax credits, facilitating funding, and providing healthcare solutions to handling credit card services, LLC formations, business and life insurance, as well as connecting you with top financial advisors and unique investment opportunities – we've got you covered, all under one roof. Our aim is to streamline and enhance every aspect of your business journey.

To learn more, visit our website or contact me, Sal DePaola, at 718-608-5789, info@wealthconciergegroup.com.

Member Since: 2024