Calderwood Financial Strategies Revenue

Financial Services • Houston, Texas, United States • 1-10 Employees

Calderwood Financial Strategies revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Calderwood Financial Strategies

Stephanie Blakes

Director Of Analytics

Sandra Khan

Director Of Operations

Company overview

Headquarters	510 Bering Dr., Suite 540, Houston, TX 77057, US
Phone number	+17138089077
Website	calderwoodfinancial.com
NAICS	52
SIC	628
Keywords	Annuities, Qualified Plans, Retirement Planning, Life Insurance, Portfolio Management, Long Term Care, Group Insurance, Key Man, 401K Advisory, Rollover Iras
Founded	2010
Employees	1-10
Socials

Calderwood Financial Strategies Email Formats

Calderwood Financial Strategies uses 2 email formats. The most common is {first initial} (e.g., j@calderwoodfinancial.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}	j@calderwoodfinancial.com	71.4%
{first initial}{last name}	jdoe@calderwoodfinancial.com	28.6%

About Calderwood Financial Strategies

At Calderwood Financial, it's about building solid long-term relationships with our clients and providing customized solutions to help grow and protect their assets. As 3(21) Fiduciary Advisors for Qualified Retirement Plans including 401k, Defined Benefit and Cash Balance Plans, we support business owners and key management as they navigate the complexities of plan administration, compliance and participant benefits & education. We also offer retirement, financial, and estate planning, as well as employee risk management strategies with life, disability, and long-term care insurance for affluent business owners and individuals. Delivering excellent client service is our primary goal towards helping our clients with strategic financial thinking and concepts.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Vice President

Employees by Department

Calderwood Financial Strategies has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Calderwood Financial Strategies has never raised funding before.

Calderwood Financial Strategies Tech Stack

Discover the technologies and tools that power Calderwood Financial Strategies's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

JavaScript libraries

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Slick

JavaScript libraries

HSTS

Security

Open Graph

Miscellaneous

Font Awesome

Font scripts

Skrollr

JavaScript libraries

Google Analytics

Analytics

jQuery UI

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Bootstrap

UI frameworks

Frequently asked questions

Calderwood Financial Strategies is located in Houston, Texas, US.

You can reach Calderwood Financial Strategies at +17138089077.

Calderwood Financial Strategies generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Calderwood Financial Strategies has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Calderwood Financial Strategies was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Calderwood Financial Strategies

Stephanie Blakes

Director Of Analytics

Sandra Khan

Director Of Operations

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