DSI Wealth Management Group

Financial Services • United States • 1-10 Employees

Company overview

Headquarters	United States
Phone number	+18003657749
Websites	dsiwealthmanagement.com dsiwm.com divsecs.com
NAICS	52
Keywords	Pensions, Annuities, College Planning, Life Insurance, Financial Planning, Alternative Investments, Estate Planning, Investment Management, Tax Planning Strategies, Customized Investment Solutions, Beneficiary Reviews, Retirement Income Planning And Generation
Employees	1-10
Socials

Key Contact at DSI Wealth Management Group

Joseph Rubinstein

President & CEO

About DSI Wealth Management Group

DSI Wealth Management is a financial services firm that specializes in retirement planning, wealth management, and financial coaching. They provide professional support, education, and informed direction to clients. The company focuses on fostering long-term and meaningful relationships with clients for life.

DSI Wealth Management Group revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

DSI Wealth Management Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

DSI Wealth Management Group has never raised funding before.