Center for Wealth Preservation Revenue
Financial Services • 
Woodbury, New York, United States • 51-100 Employees
Center for Wealth Preservation revenue & valuation
| Annual revenue | $23,600,000 |
| Revenue per employee | $246,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $75,400,000 |
| Total funding | No funding |
Key Contacts at Center for Wealth Preservation
Rory Zipper
Managing Director, Financial Planner
Jessica Dimeo
Director Of Marketing
Francina Garcia
Talent Acquisition Director
Nick Caporaso Cfbs®
Managing Director/ Financial Planner
Evan Rogdakis
Director Of Financial Planning
Robert N. Capra
Director Of Financial Planning
Michael Eisner
Managing Director
Craig Smith
Managing Director
Robert Mule
Owner
Bruce Young
Managing Director
Company overview
| Headquarters | 88 Froehlich Farm Blvd, Woodbury, New York 11797, US |
| Phone number | +12025113216482 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Disability Insurance, Life Insurance, Estate Planning, Special Care |
| Founded | 2004 |
| Employees | 51-100 |
| Socials |
Center for Wealth Preservation Email Formats
Center for Wealth Preservation uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@financialguide.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@financialguide.com | 100% |
About Center for Wealth Preservation
We specialize in building & protecting wealth for individuals, families, & businesses. With a holistic approach & a deep commitment to securing your financial future, we provide tailored strategies across six key areas of expertise. 1. Business Succession Planning You've poured your time and energy into building a successful business — now it's time to ensure your legacy lives on. We help you create a seamless succession plan that empowers the next generation, whether you're passing the business to family members or preparing for a smooth transition to new ownership, all while ensuring fairness for all heirs. 2. Education Planning Investing in education is one of the best decisions you can make for your family's future. We help you explore & implement smart, tax-efficient strategies to save for college & other educational goals, so you can provide opportunities that lead to lifelong success for your children or loved ones. 3. Estate Planning For those who have worked hard to accumulate significant wealth, estate planning ensures that your legacy is passed on according to your wishes. We work with you to develop customized strategies that minimize taxes, avoid unnecessary costs, & maximize the impact of your estate for your family, favorite causes, & charities. 4. Retirement Planning Your retirement should be a time to enjoy the fruits of your labor. Our comprehensive approach to retirement planning addresses your financial goals, lifestyle needs, & risk tolerance. We help you plan for a comfortable & secure retirement by creating a clear, actionable roadmap that evolves with your life’s changes. 5. SpecialCare™ Planning For families with special needs, traditional financial planning doesn't always suffice. We offer SpecialCare™, a unique planning process designed to maximize financial security & protection for loved ones with disabilities. This strategy helps ensure their future needs are met without jeopardizing eligibility for government benefits.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Center for Wealth Preservation has 54 employees across 7 departments.
Departments
Number of employees
Funding Data
Center for Wealth Preservation has never raised funding before.
Center for Wealth Preservation Tech Stack
Discover the technologies and tools that power Center for Wealth Preservation's digital infrastructure, from frameworks to analytics platforms.
Maps
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Miscellaneous
Security
Maps
JavaScript frameworks
JavaScript frameworks
Miscellaneous
Analytics
Live chat
France
Italy
Panama
Frequently asked questions
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