


7th Street Financial Revenue
Financial Services • Chaska, Minnesota, United States • 1-10 Employees
7th Street Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at 7th Street Financial
Jeff Burke
Founder, Financial Planner
Company overview
| Headquarters | 3027 Sugar Maple Dr, Chaska, Minnesota 55318, US |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Insurance Planning, Education Planning, College Planning, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
7th Street Financial Email Formats
7th Street Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@7thstfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@7thstfinancial.com | 100% |
About 7th Street Financial
7th Street Financial is a fee-only financial planner based in Chaska, MN serving both local and remote clients. My focus is on comprehensive financial planning and not just being an investment manager sending you stock picks. I am proud to be a fee-only fiduciary advisor meaning I sell no products and receive no commissions. My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. No matter where you are along that path, you can expect my commitment to help you make smart financial decisions. The end goal will be to put you in the financial position to have the life you want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests helps shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. My experiences include working in finance, IT, owning a small business, owning rental property, receiving equity comp, and sending a child to college. If any of this pertains to you, I have expertise that can help you. I mostly deal with pre-retirees or those just entering retirement. Some things to think about as you are in that phase that may are: * Are you within 15 years of retiring and want to know if you'll be ready financially? * Are there things you can be doing now or in the future to put yourself in a better position for retirement? * Do you have a plan for how to withdraw your retirement savings and minimize taxes? * Are your investments appropriate for your risk profile and investing timeline? * Are your investments in the right type of investment account given how they are taxed? * Should you be doing Roth conversions? If you are interested in discussing your situation and understanding what working with 7th Street Financial would be like, use this URL to schedule a free meeting https://calendly.com/jeff-burke/30min
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
7th Street Financial has never raised funding before.
Frequently asked questions
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