


CHOICE Financial & Insurance Services Revenue
Financial Services • Brea, California, United States • 1-10 Employees
CHOICE Financial & Insurance Services revenue & valuation
| Annual revenue | $17,600,000 |
| Revenue per employee | $8,766,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $56,200,000 |
| Total funding | No funding |
Key Contact at CHOICE Financial & Insurance Services
Kathleen Stapleton
Owner
Company overview
| Headquarters | 633 S Brea Blvd, #107, Brea, California 92821, US |
| Phone number | +16263335558 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
About CHOICE Financial & Insurance Services
We make the complex and confusing aspects of financial planning simple to understand. 🎯 We solve sleepless nights. 🎯 We eliminate worry and anxiety. 🎯 We educate clients about the need for diversification across investment categories, tax categories. 🎯 We allocate funds for now, soon and later time frames. When you know your funds are diversified, you have adequate insurance, your beneficiaries are current, there are funds to meet emergencies, funds to take advantage of long term market appreciation, you can sleep better.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
CHOICE Financial & Insurance Services has never raised funding before.
Frequently asked questions
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