


Duell Financial Strategies Revenue
Financial Services • N9654 County Road N, Suite 5, United States • 1-10 Employees
Duell Financial Strategies revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at Duell Financial Strategies
Sam Duell
Founder
Company overview
| Headquarters | N9654 County Road N, Suite 5, Appleton, Wisconsin 54915, US |
| Phone number | +18662037486 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Medicare, Annuities, Life Insurance, Financial Planning, Estate Planning, Investment Management, Retirement Income Planning, Charitable Giving, Tax Efficient Strategies |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Duell Financial Strategies Email Formats
Duell Financial Strategies uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@duellstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@duellstrategies.com | 100% |
About Duell Financial Strategies
At Duell Financial Strategies, we understand the importance of achieving financial independence and strive to provide that independence to all our clients. We work with you to thoroughly understand your goals and dreams and help you realize them. Together, we create a retirement defined by your needs and desires. We seek to provide you with investment methods and techniques that help to preserve principal through financial security. We believe in a steady path without excessive risk or potentially inconsistent returns. Our goal is a retirement strategy aligned with your lifestyle. Investment advisory services offered though Duell Financial Strategies, LLC, a Wisconsin-Registered Investment Adviser. Duell Financial Strategies does not provide legal or tax advice. Investment Adviser Representatives of Duell Financial Strategies may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Duell Financial Strategies has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Duell Financial Strategies has never raised funding before.
Duell Financial Strategies Tech Stack
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Frequently asked questions
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