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Apogee Financial Partners

Apogee Financial Partners Revenue

Financial ServicesFlag of USDunwoody, Georgia, United States51-100 Employees

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Apogee Financial Partners revenue & valuation

Annual revenue$7,186,620
Revenue per employee$86,000
Estimated valuation?$23,000,000
Total fundingNo funding

Key Contact at Apogee Financial Partners

Flag of US

Maria Russell

Owner

Company overview

Headquarters1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338, US
Phone number+13387705125100
Websites
NAICS52
SIC628
Keywords
Insurance, Investing, Planning, Comprehensive Financial Services
Founded1896
Employees51-100
Socials

Apogee Financial Partners Email Formats

Apogee Financial Partners uses 1 email format. The most common is {first name} (e.g., john@appogee.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@appogee.com
100%

About Apogee Financial Partners

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for our integrity, accessibility, and sense of family. We offer personal, business, estate and legacy planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. What this means to you is you gain a personal relationship with a financial professional who is on the same page with you. Your Financial Life In Order We help you get your financial life in order by breaking down information into simple terms and executing alongside you. A Sense Of Optimism We are encouraging in our approach and bring a sense of optimism as we look at the rest of your life. A Sense Of Calmness The real benefit is feeling more confident in your decisions and a sense of calmness about planning for your future. As a values-based firm, we offer our associates and their clients a judgement-free environment in which to achieve their goals while helping their clients achieve theirs. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC, 1050 Crown Pointe Parkway Suite 1700, Atlanta, GA 30338, - main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc. TC66537(0619)p

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

Apogee Financial Partners has 47 employees across 5 departments.

Departments

Number of employees

Funding Data

Apogee Financial Partners has never raised funding before.

Apogee Financial Partners Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Apogee Financial Partners is located in Dunwoody, Georgia, US.
You can reach Apogee Financial Partners at +13387705125100.
Apogee Financial Partners generates an estimated annual revenue of $7,186,620. This revenue figure reflects the company's market position and business performance in its industry.
Apogee Financial Partners has an estimated valuation of $23,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Apogee Financial Partners was founded in 1896, making it 130 years old. The company has established itself as a significant player in its industry over this time.
Apogee Financial Partners has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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