Advent Financial Planners

Financial Services • Ayer, Massachusetts, United States • 11-20 Employees

Company overview

Headquarters	15 Main Street, Ayer, MA 01432, US
Phone number	+19787725777
Websites	adventplanners.com adventfinancialplanners.com
NAICS	52
SIC	641
Keywords	Wealth Management, Retirement Planning, Financial Planning, College Funding, Family Protection, Estate Strategies
Founded	2011
Employees	11-20
Socials

Key Contact at Advent Financial Planners

Ryan J. Mcguane

President

Advent Financial Planners Email Formats

Advent Financial Planners uses 1 email format. The most common is {first initial} (e.g., j@adventplanners.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@adventplanners.com	100%

About Advent Financial Planners

Advent Financial Planners is a full service Financial Planning firm dedicated to solving problems and keeping our clients on track to achieve their goals. Our Financial Planners create, implement and monitor comprehensive financial strategies. We will take the time to understand your financial goals and analyze your existing strategy. We will then develop and implement simple steps to improve your existing plan. From funding college to managing portfolios in a global economy, you can count on us! Our initial consultations are always FREE! Our tools will keep you up to date 24 hours a day and 7 days a week. We take pride in protecting families and their assets while executing long term strategies.

Advent Financial Planners revenue & valuation

Annual revenue	$47,300,000
Revenue per employee	$4,292,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$151,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Advent Financial Planners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Advent Financial Planners has never raised funding before.

Advent Financial Planners Tech Stack

Discover the technologies and tools that power Advent Financial Planners's digital infrastructure, from frameworks to analytics platforms.

LiteSpeed

Web servers

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

MySQL

Databases

Frequently asked questions

Advent Financial Planners is located in Ayer, Massachusetts, US.

You can reach Advent Financial Planners at +19787725777.

Advent Financial Planners was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Advent Financial Planners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Advent Financial Planners

Ryan J. Mcguane

President

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