5 Best Retirement Planning Service Providers 2025
Business Fortune
| Company | Management | Description |
| Babylon Financial Group www.babylonfinancial.eu |
Zoltán Balázs Orbán, CEO |
Babylon Financial Group is a Hungary-based financial services company specializing in various sectors, including insurance brokerage, wealth management, and investment advisory services. Founded in 2012 and headquartered in Budapest, the company has expanded its operations across Hungary, Slovenia, the Czech Republic, and Austria. |
| Leonard Financial Solutions www.leonardfinancialsolutions.com |
Jonathan Leonard, CEO & Founder |
Leonard Financial Solutions is an independent financial advisory firm based in Moorestown, NJ. They specialize in retirement planning, Medicare, life insurance, and other financial services. Founded by Jonathan Leonard, the firm focuses on personalized strategies to help clients secure their financial future. |
| Cortburg Retirement Advisors www.cortburgretirement.com |
Elisa Gonzalez, CEO |
Cortburg Retirement Advisors is a boutique financial planning firm in New York City specializing in wealth management, retirement planning, estate and tax strategies, insurance, and business solutions. They offer podcasts and video blogs on financial topics. |
| Fairbridge Retirement Solutions, LLC www.fairbridgeretirement.com |
Rushi Patel, Principal & Founder |
Based in New Jersey, USA, Fairbridge Retirement Solutions, LLC is a financial services company with a focus on annuities, asset management, life insurance, and retirement planning. Their strategy centers on asset protection, fair returns, and simplified financial planning. |
| Keen Capital www.keeninvestors.com |
Thomas Gore, CPA, CFP®, President |
Keen Capital is an investment advising firm that focuses on managing high-income clients' capital. To optimize long-term financial development, they concentrate on alternative assets, tax-efficient investment, and customized portfolio techniques. |
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