Blue Heron Financial Group Revenue

Financial Services • Annapolis, Maryland, United States • 1-10 Employees

Blue Heron Financial Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Blue Heron Financial Group

Margie Kosmerl

President

Company overview

Headquarters	1410 Forest Dr., Suite #30, Annapolis, Maryland 21403, US
Phone number	+14102959220
Website	blueheronfinancialgroup.net
NAICS	52
Keywords	Debt Management, Risk Management, Investment Planning, Medicare, Retirement Planning, Life Insurance, Social Security, 401K Planning, 529 College Savings Plans
Founded	1997
Employees	1-10
Socials

About Blue Heron Financial Group

At Blue Heron Financial, we believe that exceptional service is the cornerstone of success in the financial services industry—and the defining factor that sets us apart. We are more than financial advisors; we are partners in your journey, providing guidance and care as you pursue your life goals. With a deep commitment to delivering tailored financial strategies and clear communication, we treat every client like family. We are a full-service financial firm dedicated to helping individuals, families, and business owners achieve their financial goals. With a comprehensive range of financial products and services, we provide the tools and guidance you need to make informed decisions and confidently work toward your goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Blue Heron Financial Group has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Blue Heron Financial Group has never raised funding before.

Blue Heron Financial Group Tech Stack

Discover the technologies and tools that power Blue Heron Financial Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

jQuery

JavaScript libraries

Constant Contact

Google Tag Manager

Tag managers

scrollreveal

JavaScript libraries

Slick

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HSTS

Security

Open Graph

Miscellaneous

Font Awesome

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Skrollr

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Frequently asked questions

Blue Heron Financial Group is located in Annapolis, Maryland, US.

You can reach Blue Heron Financial Group at +14102959220.

Blue Heron Financial Group generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Blue Heron Financial Group has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Blue Heron Financial Group was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Blue Heron Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Blue Heron Financial Group

Margie Kosmerl

President

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