Athena Financial & Insurance Associates Revenue

Financial Services • 1370 N Brea Blvd, 110, United States • 1-10 Employees

Athena Financial & Insurance Associates revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Athena Financial & Insurance Associates

Lorenzo Uribe

Co-Founder

Company overview

Headquarters	1370 N Brea Blvd, 110, Fullerton, California 92835, US
NAICS	52
Keywords	Annuities, Life Insurance, Business Solutions, Disability, Long Term Care, Insurance Protection, Retirement Strategies, Final Expense Planning, Kid Funds
Founded	2018
Employees	1-10

About Athena Financial & Insurance Associates

Welcome! We are dedicated to helping businesses thrive and individuals secure a better financial future. We understand the unique challenges faced by businesses in today's dynamic landscape. That's why we specialize in providing comprehensive solutions that add value to existing businesses and their clients. Adding Value to Businesses: Our team of experts works closely with businesses to identify opportunities for growth and expansion. We collaborate with professionals from various industries, such as real estate brokers, tax professionals, CPAs, and lawyers, to help them diversify their services and unlock new revenue streams. By offering additional services, businesses can enhance client satisfaction, deepen relationships, and stay ahead of the competition. Prepare for the Unexpected: We understand that life is full of uncertainties. That's why we offer strategic financial planning services to help our clientele prepare for the unexpected. Whether it's setting up emergency funds, creating personalized insurance plans, or developing contingency strategies, we ensure that our clients are equipped to navigate any unforeseen circumstances with confidence and peace of mind. A Better Financial Future: Our mission is to empower individuals to achieve their long-term financial goals. Through personalized financial consultations, we assist our clients in creating sustainable wealth-building strategies, retirement planning, and investment management. By fostering a comprehensive understanding of their financial landscape, we guide our clients towards a more secure and prosperous future. Mobile: (562) 417- 9834 Fax: (909) 397- 5761 annette@athenawfg.com Office: 1342 E. GLADSTONE ST #300 GLENDORA, CA 91740 License # 0M48136

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Athena Financial & Insurance Associates has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Athena Financial & Insurance Associates has never raised funding before.

Frequently asked questions

Athena Financial & Insurance Associates is located in 1370 N Brea Blvd, 110, US.

Athena Financial & Insurance Associates generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Athena Financial & Insurance Associates has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Athena Financial & Insurance Associates was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Athena Financial & Insurance Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Athena Financial & Insurance Associates

Lorenzo Uribe

Co-Founder

4.8

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