Family Wealth Decisions Group Revenue

Financial Services • Jericho, New York, United States • 1-10 Employees

Family Wealth Decisions Group revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Family Wealth Decisions Group

Tyler Simmons

Owner

Company overview

Headquarters	100 Jericho Quadrangle, 120, Jericho, NY 11753, US
Phone number	+15166827521
Website	familywealthdecisions.com
NAICS	52
SIC	628
Keywords	Investment Planning, Retirement Planning, Financial Planning, Estate Planning
Founded	2005
Employees	1-10
Socials

About Family Wealth Decisions Group

Family Wealth Decisions Group is a true team practice and our mission is pretty simple and straight forward: 1. To have a meaningful positive impact on the lives of our clients 2. To help our clients achieve what is important to them 3. To help our clients identify risks in life and help them reduce the impact of those risks 4. To allow our clients to make informed financial decisions and become good stewards of their wealth. In order to accomplish this ideal, we meet with our clients' other advisors, as well as participate in family meetings. Although we do not provide legal or tax advice, we work with our clients along with their legal and tax advisors to help shape the future of their wealth. We adhere to the Osaic FA philosophy of "Serve First, Last and Always" - the one that uniquely defines the way we do business. The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients. Why is all of this important? Because wealth does not come with instructions. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are Independent of Osaic FA.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Family Wealth Decisions Group has never raised funding before.

Family Wealth Decisions Group Tech Stack

Discover the technologies and tools that power Family Wealth Decisions Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Family Wealth Decisions Group is located in Jericho, New York, US.

You can reach Family Wealth Decisions Group at +15166827521.

Family Wealth Decisions Group generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Family Wealth Decisions Group has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Family Wealth Decisions Group was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Family Wealth Decisions Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Family Wealth Decisions Group

Tyler Simmons

Owner

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