Elm3 Financial & CPA Group

Financial Services • Alpharetta, Georgia, United States • 1-10 Employees

Company overview

Headquarters	5755 North Point Pkwy, Suite 92, Alpharetta, Georgia 30022, US
Phone number	+16782979500
Website	elm3cpatax.com
NAICS	52
Keywords	Investment Management, Small Business Services, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Quickbooks Proadvisor, Tax Planning And Preparation, Insurance Services, Long-Term Care Insurance, Bookkeeping And Payroll
Founded	2006
Employees	1-10
Socials

Key Contact at Elm3 Financial & CPA Group

Kelly Wagner

Director of Accounting

Elm3 Financial & CPA Group Email Formats

Elm3 Financial & CPA Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@elm3financial.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@elm3financial.com	100%

About Elm3 Financial & CPA Group

Elm3 Financial Group is an independent, investment advisory and financial planning firm located in Alpharetta, Georgia. We provide comprehensive financial services for our clients, including portfolio and investment management, financial planning, as well as life, disability and long-term care insurance. Whether you are starting a family, launching a new business or planning for retirement, we have the expertise to help you reach your goals. Elm3 CPA, Tax and Accounting is an independent tax preparation and bookkeeping firm located in Alpharetta, Georgia. We provide comprehensive tax planning and preparation services as well as small business services including bookkeeping and payroll.

Elm3 Financial & CPA Group revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Elm3 Financial & CPA Group has never raised funding before.

Frequently asked questions

Elm3 Financial & CPA Group is located in Alpharetta, Georgia, US.

You can reach Elm3 Financial & CPA Group at +16782979500.

Elm3 Financial & CPA Group was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Elm3 Financial & CPA Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Elm3 Financial & CPA Group

Kelly Wagner

Director of Accounting

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