


Evolution Retirement Services
Financial Services • Fort Myers, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 12500 Brantley Commons Court, Ste 3, Fort Myers, Florida 33907, US |
| Phone number | +12397718696 |
| Websites | |
| NAICS | 52 |
| SIC | 641 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contacts at Evolution Retirement Services
Adam Bruno President Of Evolution Retire
Founder & President
Lauren Traulsen
Marketing Director
Callie Traulsen
Director, Digital Marketing And Events
Evolution Retirement Services Email Formats
Evolution Retirement Services uses 2 email formats. The most common is {first initial} (e.g., j@evolutionretirementservices.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@evolutionretirementservices.com | 66.7% |
{first name} | john@evolutionretirementservices.com | 33.3% |
About Evolution Retirement Services
We help Retirees with their looming tax time bomb; Required Minimum Distributions. If you are retired, or getting ready to retire, and wish you could keep more of your money we want to help you break through! Why send Uncle Sam a huge check every year if you don’t have to? Aren’t you tired of being forced to take money you don’t need, AND pay taxes on it? We. Can. Help. You. Over the last 10 years we have helped our clients keep more of what they make, save more money for those rainy days, and give their families a sense of security to weather the ups and downs of retirement. We have found that the busier Retirees get and the more they enjoy their retirement, it becomes easier to lose track of taxes, of income, and of our complete financial picture. Our ideal clients are open minded and driven to make sure that they HAVE A PLAN in place, and it is as efficient as possible. A well-designed plan, and a strategy to MAINTAIN that plan every year saves our clients THOUSANDS over their lifetime. We are very proud of our ability to identify and focus on fixing key problems and help our clients optimize their financial wellbeing.
Evolution Retirement Services revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Evolution Retirement Services has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Evolution Retirement Services has never raised funding before.
Frequently asked questions
4.8
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