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Encore Wealth Planning

Encore Wealth Planning Revenue

Insurance1-10 Employees

$

Encore Wealth Planning revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Encore Wealth Planning

Flag of US

Richard Kluchin

CEO

Company overview

HeadquartersXX
Website
NAICS52
Keywords
Life & Disability Insurance, Long Term Care Insurance, Annuities (Fixed & Structured), Family Continuation Planning
Founded2014
Employees1-10

About Encore Wealth Planning

Encore Wealth Planning, specializing in Baby Boomers entering the next phase of their lives, whether a new career or retirement, hence the name Encore. Encore Wealth Planning specializes in finding the right annuities and life insurance products for his clients. He has access to over 100 top flight life insurance companies. and understands how they work!. A strategic partnership, an inner circle of the area’s leading attorneys, investment bankers, accountants, estate planners and certified financial service professionals handle the transition period, planning for the future…at your beck and call 24/7. Each expert has been dealing with closely held family businesses for over 20 years. Our services include: Family Continuation Planning, Finance & Banking Relationships, Life & Disability Insurance, Annuities (Fixed & Structured) and Long Term Care Insurance. In addition to Employee Benefits, Medicare Supplements, Key Man Insurance, Fee Only Advice and Non-commissioned Advising. Contact us at 216-313-9322

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Encore Wealth Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Encore Wealth Planning has never raised funding before.

Encore Wealth Planning Tech Stack

Discover the technologies and tools that power Encore Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

MonsterInsights

MonsterInsights

Analytics

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Akismet

Akismet

WordPress plugins

WordPress

WordPress

Blogs

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Encore Wealth Planning is located in XX.
Encore Wealth Planning generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Encore Wealth Planning has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Encore Wealth Planning was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Encore Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

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most used
tier 1 accuracy

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