


Financial Dynamics & Associates
Financial Services • Midlothian, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 13537 Waterford Pl, Midlothian, Virginia 23112, US |
| Phone number | +18047779990 |
| Websites | |
| NAICS | 52 |
| SIC | 899 |
| Keywords | Insurance, Estate Planning, Investment Management, Personal Financial Management, Retirement Income Planning |
| Founded | 1988 |
| Employees | 1-10 |
| Socials |
Key Contact at Financial Dynamics & Associates
Jennifer Bussman
Director Of Marketing
Financial Dynamics & Associates Email Formats
Financial Dynamics & Associates uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@fdaarva.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@fdaarva.com | 85.7% |
{first initial}{last name} | jdoe@fdaarva.com | 14.3% |
About Financial Dynamics & Associates
You have a plan for your life that isn’t a “one size fits all” but is yours alone. You want a financial plan that is built around your specific retirement goals and constructed with personalized strategies that can help you achieve them. From retirement and investments to taxes, insurance, and estate planning, you can depend on us to provide ongoing monitoring and support of your plan so that you can focus on what you value most. At Financial Dynamics & Associates, Inc., our mission is to help improve the lives of our clients and impact our community through engagement, trust, and transparency. Based in Midlothian, Virginia, we partner with individuals and their families in the Richmond metro to create customized financial and lifestyle management plans that help them feel confident about living life to its fullest. Advisory services offered through J.W. Cole Advisors, Inc. (“JWCA”). Financial Dynamics and Associates, Inc. and JWCA are unaffiliated entities.
Financial Dynamics & Associates revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Financial Dynamics & Associates has 6 employees across 3 departments.
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Number of employees
Funding Data
Financial Dynamics & Associates has never raised funding before.
Financial Dynamics & Associates Tech Stack
Discover the technologies and tools that power Financial Dynamics & Associates's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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