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	evolutionretirementservices.com evoretire.com
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

Director

Entry

Founder/Owner

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

Evolution Retirement Services is located in Fort Myers, Florida, US.

You can reach Evolution Retirement Services at +12397718696.

Evolution Retirement Services was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Evolution Retirement Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.