Dan White & Associates Revenue

Financial Services • Glen Mills, Pennsylvania, United States • 11-20 Employees

Dan White & Associates revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$910,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contacts at Dan White & Associates

Caitlin Mccarthy

Director Of First Impressions

Alison Slezak

Retirement Planning Advisor, Director Of Operations & Marketing

Company overview

Headquarters	51 Woodland Drive, Glen Mills, Pennsylvania 19342, US
Phone number	+13024490111
Website	danwhiteandassociates.com
NAICS	52
SIC	628
Keywords	Investments, Medicare, Income, Wealth Transfer, Long Term Care, Financial Planning, Retirement, Pension, Money Management, Social Security, Irmaa
Founded	1987
Employees	11-20
Socials

Dan White & Associates Email Formats

Dan White & Associates uses 1 email format. The most common is {first initial} (e.g., j@danwhiteandassociates.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@danwhiteandassociates.com	100%

About Dan White & Associates

ARE YOU LIVING THE RETIREMENT YOU DESERVE? Dan White & Associates was founded in 1987, specializing in retirement and financial planning. We focus on addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Dan White & Associates houses five financial professionals between our three offices located in Glen Mills, PA, Middletown, DE, and Lewes, DE. Within our offices, we proudly service over two thousand clients in the region. Dan White is an Official Ed Slott Master Elite IRA Advisor As a member of Ed Slott’s Elite IRA Advisor Group℠ Dan White trains with Ed Slott and his team of IRA Experts on a continual basis. All members of Ed Slott’s Elite Advisor Group pass a background check, complete requisite training, attend semi-annual workshops and webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Director

Entry

Employees by Department

Dan White & Associates has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Dan White & Associates has never raised funding before.

Dan White & Associates Tech Stack

Discover the technologies and tools that power Dan White & Associates's digital infrastructure, from frameworks to analytics platforms.

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HTTP/3

Miscellaneous

PHP

Programming languages

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Miscellaneous

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SEO

HSTS

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WordPress

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Divi

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Google Analytics

Analytics

Frequently asked questions

Dan White & Associates is located in Glen Mills, Pennsylvania, US.

You can reach Dan White & Associates at +13024490111.

Dan White & Associates generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Dan White & Associates has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Dan White & Associates was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.

Dan White & Associates has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Dan White & Associates

Caitlin Mccarthy

Director Of First Impressions

Alison Slezak

Retirement Planning Advisor, Director Of Operations & Marketing

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