BCR® Wealth Strategies
Financial Services • 
Vestavia Hills, Alabama, United States • 11-20 Employees
Company overview
| Headquarters | 1952 Urban Center Parkway, Vestavia, AL 35242, US |
| Phone number | +12052981234 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Wealth Management, Retirement Planning, College Savings, Employer Sponsored Retirement Plans |
| Founded | 1996 |
| Employees | 11-20 |
| Socials |
Key Contact at BCR® Wealth Strategies
Timothy Jones
Vice President - Senior Financial Advisor
BCR® Wealth Strategies Email Formats
BCR® Wealth Strategies uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bcrwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bcrwealth.com | 66.7% |
{first name}{last name} | johndoe@bcrwealth.com | 33.3% |
About BCR® Wealth Strategies
At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.
BCR® Wealth Strategies revenue & valuation
| Annual revenue | $12,600,000 |
| Revenue per employee | $898,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
BCR® Wealth Strategies has 9 employees across 2 departments.
Departments
Number of employees
Funding Data
BCR® Wealth Strategies has never raised funding before.
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