Carey & Hanna | Tax & Wealth Planners Revenue
Financial Services • 
Oxnard, California, United States • 11-20 Employees
Carey & Hanna | Tax & Wealth Planners revenue & valuation
| Annual revenue | $5,612,394 |
| Revenue per employee | $511,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,000,000 |
| Total funding | No funding |
Key Contact at Carey & Hanna | Tax & Wealth Planners
Francine Hanna
Ceo
Company overview
| Headquarters | 1000 Town Center Dr, Suite 200, Oxnard, California 93036, US |
| Phone number | +18059810698 |
| Website | |
| NAICS | 52 |
| SIC | 729 |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Carey & Hanna | Tax & Wealth Planners Email Formats
Carey & Hanna | Tax & Wealth Planners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@taxwealthplan.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@taxwealthplan.com | 100% |
About Carey & Hanna | Tax & Wealth Planners
We strive to simplify all aspects of your financial life by offering comprehensive services under one roof in collaboration with our friends at Avantax Planning Partners℠. Our strategies are designed to maximize growth potential in the long run while ensuring your short-term financial needs are met. Every recommendation we make is based on your current circumstances and unique goals for the future. We always keep tax liabilities – and potential benefits – in mind. We’ll proactively bring you ideas and solutions that meet your needs. We’ll get back to you promptly, and if we don’t know the answer, we’ll find out. Our entire team is friendly, knowledgeable, and committed to your success. We will leverage our decades of experience, professional training, and broad, real-world advice for your advantage. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services are offered through Avantax Advisory Services℠ and Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners, CA#0G73148. Please visit www.avantax.com/social_policy/ for more information.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carey & Hanna | Tax & Wealth Planners has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Carey & Hanna | Tax & Wealth Planners has never raised funding before.
Carey & Hanna | Tax & Wealth Planners Tech Stack
Discover the technologies and tools that power Carey & Hanna | Tax & Wealth Planners's digital infrastructure, from frameworks to analytics platforms.
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Hosting
Marketing automation
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Miscellaneous
Analytics
Spain
Australia
Frequently asked questions
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