Cardinal Retirement Planning
Financial Services • 
Durham, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | Durham, North Carolina, United States |
| Phone number | +19194392114 |
| Website | |
| NAICS | 52 |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Cardinal Retirement Planning
Jacob Yocco
Director Of Financial Planning
Cardinal Retirement Planning Email Formats
Cardinal Retirement Planning uses 1 email format. The most common is {first name} (e.g., john@planwithcardinal.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@planwithcardinal.com | 100% |
About Cardinal Retirement Planning
Cardinal Retirement Planning, Inc. (“Cardinal”) provides financial planning, consulting, and investment advisory services. As a registered investment advisor Cardinal works within the fiduciary standard of care specializing in advising retirees & pre-retirees, their families, and businesses. As a small business we provide personalized service with a team of economists, Certified Financial Planner™ professionals, and other specialists. We have experience with all types of investment accounts (e.g. 401(k), 457, SEP-IRA, Roth IRA, and more), trusts (ILIT, IDGT, RLT, and more), and intergenerational wealth transfers & tax planning. Cardinal creates and fully implements retirement income plans that incorporate legal and tax guidance in a tax-efficient manner to help clients retire with confidence. Views expressed here are my own, do not reflect the views of Cardinal, and should not be taken as financial advice. Advisory services are offered by Cardinal, an SEC Investment Advisor. Insurance products and services are offered through DAmis, Inc., an affiliated company. Advisory and insurance services are only offered in the states in which these companies are duly registered and licensed. Being registered as an investment adviser does not imply a certain level of skill or training. Cardinal is not affiliated with or endorsed by any government agency and is not engaged in the practice of law.
Cardinal Retirement Planning 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Cardinal Retirement Planning has never raised funding before.
Cardinal Retirement Planning Tech Stack
Discover the technologies and tools that power Cardinal Retirement Planning's digital infrastructure, from frameworks to analytics platforms.
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India
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Frequently asked questions
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