Assurance Family Partners
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Financial Management, Financial Consulting, Financial Reporting, Trust And Estate Management, Daily Money Management, Bookkeeping, Financial Organization, Wealth Management Support, Bill Payment Services, Estate Planning Assistance, Tax Preparation Assistance, Budgeting And Expense Tracking, Financial Planning For Seniors, Financial Support For Caregivers, Household Payroll Oversight, Retirement Planning Support, Streamlined Financial Solutions |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Assurance Family Partners
Jeremy Zizmor
Daily Money Manager/Owner
Assurance Family Partners Email Formats
Assurance Family Partners uses 1 email format. The most common is {first initial} (e.g., j@assurancefamilypartners.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@assurancefamilypartners.com | 100% |
About Assurance Family Partners
Assurance Family Partners offers tailored financial management solutions for seniors, caregivers, and busy families. The work we do supports the client's wealth manager, attorneys, tax professional, care manager, and other professionals. Our packages cater to diverse client needs: Hassle-Free Financial Care: Simplified financial management. Includes online bill payments, expense tracking, and personalized reports. Gathering tax documents, completing tax organizers, and full collaboration with tax professionals is provided. Seamless Multi-Home Financial Care: Ideal for situations with multiple credit cards and properties. Offers online bill payments, expense tracking for multiple cards, vendor negotiation, and quarterly reports. Gathering tax documents, completing tax organizers, and full collaboration with tax professionals is provided. Effortless Multi-Home VIP Financial Care: Elevated service for clients managing extensive properties, legal entities, household employment and credit cards. Comprehensive financial management, payroll oversight, property and income tax estimate preparation, and personalized reporting. Quarterly meetings ensure ongoing support. By partnering with Assurance Family Partners, you can offer clients access to these invaluable resources, allowing you to enhance your service offerings and strengthen client relationships. Together, we empower individuals and families to own their day to day financial management with confidence and achieve their long terms financial goals that secure their future. Explore our tailored solutions today and discover how we can streamline financial management for your clients, ensuring peace of mind and financial success.
Assurance Family Partners 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Assurance Family Partners has never raised funding before.
Assurance Family Partners Tech Stack
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Denmark
United Kingdom
Pakistan
Frequently asked questions
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