Euclid Financial Services
Financial Services • 
Rumford, Rhode Island, United States • 21-50 Employees
Company overview
| Headquarters | 225 Newmant Ave, East Providence, RI 02916, US |
| Phone number | +14017272727 |
| Website | |
| NAICS | 52 |
| Employees | 21-50 |
| Socials |
Key Contact at Euclid Financial Services
Lisa Verducci
Owner
Euclid Financial Services Email Formats
Euclid Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@euclidfs.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@euclidfs.com | 100% |
About Euclid Financial Services
At Euclid Financial Services LLC, our mission is to provide the highest quality advice, service and education to our clients, their businesses and families. We pride ourselves in offering a continuum of service and comprehensive financial planning by experienced team oriented financial professionals. We provide our clients the benefit of working with over 65 different insurance companies and over 14,000 stocks, bonds and mutual funds. Specialties: Retirement & Estate Planning including Fund Allocation/Rebalancing, 401(k) Rollover/In-Service, Traditional/Roth IRA Planning, RMD Calculation/Solutions, Medicaid Income Planning, Estate Planning, Trust Funding Solutions and Pension Evaluations. Business Planning including Group Benefits, 401k/403b/457 Administration, SEP/Simple Planning, Buy/Sell Agreement Planning Personal Planning including Life Insurance, LTCi & Disability Insurance, Charitable Gifting Solutions, Cash Flow Planning
Euclid Financial Services revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Euclid Financial Services has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Euclid Financial Services has never raised funding before.
Euclid Financial Services Tech Stack
Discover the technologies and tools that power Euclid Financial Services's digital infrastructure, from frameworks to analytics platforms.
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CDN
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Analytics
Australia
Italy
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Frequently asked questions
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