Financial Insights Wealth Management
Financial Services • 
Tacoma, Washington, United States • 11-20 Employees
Company overview
| Headquarters | Tacoma, Washington, United States |
| Phone number | +12532721021 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Insurance Planning, Wealth Management, College Planning, Retirement Planning, Financial Planning, Young Professionals, Elder Concierge & Estate Management |
| Founded | 1981 |
| Employees | 11-20 |
| Socials |
Key Contacts at Financial Insights Wealth Management
Ali A. Kemp
Chief Executive Officer
Jordan Ford
Chief Compliance Officer & Director Of Business Operations
Dorothy A Lewis
Founder
Financial Insights Wealth Management Email Formats
Financial Insights Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@financialinsights.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@financialinsights.com | 50% |
{first initial} | j@financialinsights.com | 41.7% |
{first name} | john@financialinsights.com | 8.3% |
About Financial Insights Wealth Management
Financial Insights specializes in comprehensive financial planning and investment management. Our team works closely with you to help you realize your goals in all phases in life. We realize that you are a unique individual with your own path, ideas, experiences and concerns about investing. That’s why we strive to be the only financial advisory team you will need. Independently owned since 1981, Financial Insights’ highly skilled team of professionals offers comprehensive wealth management, retirement planning, estate and tax planning.
Financial Insights Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Insights Wealth Management has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
Financial Insights Wealth Management has never raised funding before.
Financial Insights Wealth Management Tech Stack
Discover the technologies and tools that power Financial Insights Wealth Management's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Form builders
Analytics
JavaScript libraries
Maps
Widgets
JavaScript libraries
JavaScript libraries
Advertising
Programming languages
Spain
South Africa
AustraliaFrequently asked questions
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