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Corporate Endowment Solutions - CES - For more than 20 years, CES has offered some the most innovative solutions for retirement planning on the market.Through key partnerships, we've helped redefine what it means to be financially independent in the 21st century... Founded in 1996, CES has carved a niche market within the Institutional and Corporate Life markets. For the founders of the business, Randy and Barb O'Brien, it has been their lifetime work to educate, train and implement plans for financial professionals and their clients across multiple distribution channels throughout the United States and Puerto Rico. These plans are designed to benefit higher income earners and people of means, including owners of small to mid-size corporations. The ability to provide such financing tools is a key differentiator for the CES target market... For more than 20 years, CES has offered some the most innovative approaches for retirement planning. Through key relationships, we've helped..

Primary location: New York United States