Castle Wealth Services Revenue

Financial Services • Canada • 1-10 Employees

Castle Wealth Services revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Castle Wealth Services

Jeremy Ward

Owner

Company overview

Headquarters	Canada
Phone number	+15198900768
Websites	castlewealthservices.com optimizefinancialplanning.com
NAICS	52
SIC	628
Keywords	Investment Planning, Debt Structure Optimization, Insurance And Estate Planning
Employees	1-10
Socials

About Castle Wealth Services

We are a client focused financial services firm. Its not about a recipe. Its about optimizing what you have to get you ahead starting wherever you are at. It starts with creating the maximum amount of tax savings and dollar savings for you. It starts by getting you ahead right now with what you have by just looking at your cash flow, assets and debts with new eyes and in new ways. Investing should be simple and should be boring. Your investments should provide a steady return. We focus on income. We focus on producing the highest possible chance of a return rather than shooting for the highest possible growth and assuming all of the risk that goes with it. Insurance is a tool and a powerful one. When properly employed that tool should not just be a cost to you but should work for you by providing protection against the worst, yes. However it should not end there. Your insurance plan should ultimately pay for itself, provide tax deferred growth on your premium dollars and allow you to leave a legacy to your children. Not every advisor out there knows how to make the tool do all that it is capable of.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Castle Wealth Services has never raised funding before.

Frequently asked questions

Castle Wealth Services is located in CA.

You can reach Castle Wealth Services at +15198900768.

Castle Wealth Services generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Castle Wealth Services has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Castle Wealth Services

Jeremy Ward

Owner

4.8

40,000 users