Exclusive Financial Resources

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	Charlotte, North Carolina, United States
Website	exclusivedstresources.com
NAICS	52
Founded	2018
Employees	1-10

Key Contact at Exclusive Financial Resources

Louis Herford

President

About Exclusive Financial Resources

Exclusive Financial Resources, LLC is headquartered in Charlotte, NC. Our team of advisors has more than 50 years’ combined experience in helping individuals and families realize their financial goals. By working with our clients one-on-one, we develop and implement personalized plans using alternative financial strategies that are critical to long-term success. Our advisor Louis Herford believes in diversifying your portfolio to its fullest potential. We offer many types of alternative investments as a qualified accredited investor. Some of those offerings are Oil & Gas, REITs, Income Funds, Self-Storage. Don't forget to ask us about some deferred tax programs you may qualify for, such as; Opportunity Zones, DST's - Delaware Statutory Trusts and 1031 Exchanges. At Exclusive Financial Resources, LLC we believe in providing the best quality care possible for our clients. We ensure that you will receive the highest quality service we can provide while finding a personalized plan that works best for you.

Exclusive Financial Resources revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Vice President

Funding Data

Exclusive Financial Resources has never raised funding before.

Exclusive Financial Resources Tech Stack

Discover the technologies and tools that power Exclusive Financial Resources's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

Cloudflare Bot Management

Security

Google Tag Manager

Tag managers

GoDaddy

Hosting

Nginx

Reverse proxies

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

React

JavaScript frameworks

WordPress

Blogs

Moment.js

JavaScript libraries

Frequently asked questions

Exclusive Financial Resources is located in Charlotte, North Carolina, US.

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

Exclusive Financial Resources has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Exclusive Financial Resources

Louis Herford

President

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