Birds Eye Wealth Planning Revenue

Financial Services • Neptune, New Jersey, United States • 1-10 Employees

Birds Eye Wealth Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Birds Eye Wealth Planning

Rob Walsh

President

Company overview

Headquarters	3600 State Route 66, Suite 150, Neptune, New Jersey 07753, US
Phone number	+16095321090
Website	birdseyewealthplanning.com
NAICS	52
Keywords	Investment Planning, Insurance Planning, Wealth Management, College Planning, Retirement Planning, Financial Planning, Estate Planning, Tax Strategies, Business Planning Strategies, Professional Alliances, Group Benefit Planning
Founded	2020
Employees	1-10
Socials

Birds Eye Wealth Planning Email Formats

Birds Eye Wealth Planning uses 1 email format. The most common is {first initial} (e.g., j@birdseyewealthplanning.com), used 100% of the time.

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

About Birds Eye Wealth Planning

At Birds Eye Wealth Planning, we work closely with you to develop a truly comprehensive and thorough goals based financial plan. We become your partner in achieving your financial goals. Birds Eye is the culmination of everything Rob Walsh, President of Birds Eye, learned, both good and bad, over the past 20 years in corporate and personal finance. Rob's planning process has evolved over the years and today it involves a truly comprehensive and macro (bird’s eye) view of your finances. Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning. To learn more about Birds Eye Wealth Planning and for full disclosures, visit https://www.birdseyewealthplanning.com/ -- Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through Securities America Advisors. Birds Eye Wealth is not affiliated with the Securities America companies. Representative is licensed to offer insurance in the following states: FL, NJ, NY, PA, SC Third-party comments may not be representative of all client experiences.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Birds Eye Wealth Planning has never raised funding before.

Frequently asked questions

Birds Eye Wealth Planning is located in Neptune, New Jersey, US.

You can reach Birds Eye Wealth Planning at +16095321090.

Birds Eye Wealth Planning generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Birds Eye Wealth Planning has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Birds Eye Wealth Planning was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Birds Eye Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Birds Eye Wealth Planning

Rob Walsh

President

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