DDI Financial Services, Inc
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +19722397572 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Wealth Preservation, Annuities, Life Insurance, Private Placements, Retirement Income Planning, Customized Cash Flow Analysis |
| Employees | 1-10 |
| Socials |
Key Contact at DDI Financial Services, Inc
Richard Dean
Ceo
DDI Financial Services, Inc Email Formats
DDI Financial Services, Inc uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ddifinancial.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ddifinancial.com | 80% |
{first initial} | j@ddifinancial.com | 20% |
About DDI Financial Services, Inc
Mr. Dean started DDI Financial and has been in the financial industry for over 3 decades and is an esteemed member of the MDRT (Million Dollar Round Table) a century old international financial fraternity of advance planners. He is also an accredited member of the Ed Slott – Elite IRA Advisory Group. This keeps him continuously informed on tax law changes that could ultimately affect your retirement decisions. Mr. Dean has uniquely positioned his practice to offer specialized planning in the qualified markets. His team's focus is retirement distribution strategies and retirement income tax planning. Mr. Dean has written his own “Retirement Income Tax Planning and Needs Analysis” software program, which helps DDI Financial clients analyze their personalized retirement needs by filling in the blanks of commonly asked questions such as: Will I have enough to meet my retirement goals? How long will my money last? What percentage of my retirement can I take annually without risking running out of money? How do I maximize my pension and protect my spouse? When is the best time to take my Social Security? Retirement planning is more critical today than ever before. Retirees are now dealing with a global market that has direct and indirect effects on our retirement savings dollars. This alone is a reason enough to create a sound retirement plan.
DDI Financial Services, Inc revenue & valuation
| Annual revenue | $306,303 |
| Revenue per employee | $44,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $980,169 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
DDI Financial Services, Inc has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
DDI Financial Services, Inc has never raised funding before.
DDI Financial Services, Inc Tech Stack
Discover the technologies and tools that power DDI Financial Services, Inc's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Hosting
JavaScript libraries
CMS
Miscellaneous
JavaScript libraries
Italy
Ukraine
Brazil
Frequently asked questions
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