


Elevated Retirement Group - Utah
Financial Services • Draper, Utah, United States • 11-20 Employees
Company overview
| Headquarters | 11925 S 700 E, Draper, Utah 84020, US |
| Phone number | +12083771400 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Key Contact at Elevated Retirement Group - Utah
Cory Garcia
Director Of Marketing
Elevated Retirement Group - Utah Email Formats
Elevated Retirement Group - Utah uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@erg-slc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@erg-slc.com | 100% |
About Elevated Retirement Group - Utah
We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Naturally, any two advisors may look the same from a distance, but it’s their philosophy toward clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s. We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints. That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority. As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do. Our goal is to educate and empower you to make better decisions with your hard-earned dollars. Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we’re very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions. When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement. Before you embark on a lengthy retirement, wouldn’t you like to understand the myths and misconceptions that can wreak havoc on an unprepared retiree?
Elevated Retirement Group - Utah revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Elevated Retirement Group - Utah has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Elevated Retirement Group - Utah has never raised funding before.
Elevated Retirement Group - Utah Tech Stack
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Frequently asked questions
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