A Tailored Method Revenue
Financial Services • 
Frisco, Texas, United States • 1-10 Employees
A Tailored Method revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at A Tailored Method
Darmecia Townsend
Director Of Client Relations
Darmecia Townsend
Director Of Client Relations
Company overview
| Headquarters | 2600 Network Blvd, Frisco, Texas 75034, US |
| Phone number | +14044408 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Business Succession Planning, Employee Benefits, Asset Protection, Life Insurance, Mutual Funds, Retirement Income Strategies, Buy-Sell Agreements, 401K Rollovers, Wealth Preservation Planning, Key Person Protection, Lifetime Income Strategies |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
A Tailored Method Email Formats
A Tailored Method uses 1 email format. The most common is {first name} (e.g., john@weareatm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@weareatm.com | 100% |
About A Tailored Method
We believe a life as unique as yours deserves a financial strategy that’s just as tailor-made. When we help you prepare for the future, we don’t just want you to save enough to survive in retirement—we want to show you how to transform your potential into performance. Our mission is to outline a path to your future that gets you exactly where you want to go in a way that works best for you. At A Tailored Method, you’re not just a number to us. We build personal relationships with our clients because we want each person to leave our office feeling heard, understood, and cared for. We have a fiduciary responsibility to our clients, meaning we act in your best interest, always. Every recommendation and solution we offer is with your unique needs in mind. Wyatt Coleman is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Wyatt Coleman is a Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2600 Network Blvd, suite 130, Frisco TX 75234. (214) 704-6995 Wyatt Coleman is not licensed in all jurisdictions. Neither A Tailored Method nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. A Tailored Method is not owned or operated by New York Life Insurance Company or its affiliates.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
A Tailored Method has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
A Tailored Method has never raised funding before.
A Tailored Method Tech Stack
Discover the technologies and tools that power A Tailored Method's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
PaaS
JavaScript libraries
Advertising
PaaS
Load balancers
JavaScript libraries
Appointment scheduling
Miscellaneous
Font scripts
Video players
Portugal
United Kingdom
Canada
Frequently asked questions
4.8
40,000 users
