Financial Planning Services - tobuildwealth.com Revenue

Financial Services • Fort Wayne, Indiana, United States • 1-10 Employees

Financial Planning Services - tobuildwealth.com revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Financial Planning Services - tobuildwealth.com

Jacob Schmidt

Owner

Company overview

Headquarters	6920 Pointe Inverness Way, Suite 170, Fort Wayne, Indiana 6804, US
Phone number	+12604693218
Website	tobuildwealth.com
NAICS	52
SIC	628
Founded	1983
Employees	1-10
Socials

Financial Planning Services - tobuildwealth.com Email Formats

Financial Planning Services - tobuildwealth.com uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@tobuildwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@tobuildwealth.com	100%

About Financial Planning Services - tobuildwealth.com

Financial Planning Services is a comprehensive financial planning firm established to help our clients build wealth. Our clients receive assistance only after we are fully aware of the client`s goals and objectives. Our recommendations are designed to be long-term solutions, not short-term fixes. Our investment philosophy is based on our belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investors attitudes, objectives, circumstances and risk-taking capacity. http://www.finra.org/ http://www.sipc.org/ http://www.facebook.com/tobuildwealth/ Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through Financial Planning Services. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for more disclosures.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

Financial Planning Services - tobuildwealth.com has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Financial Planning Services - tobuildwealth.com has never raised funding before.

Financial Planning Services - tobuildwealth.com Tech Stack

Discover the technologies and tools that power Financial Planning Services - tobuildwealth.com's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Mailgun

HSTS

Security

Frequently asked questions

Financial Planning Services - tobuildwealth.com is located in Fort Wayne, Indiana, US.

You can reach Financial Planning Services - tobuildwealth.com at +12604693218.

Financial Planning Services - tobuildwealth.com generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Financial Planning Services - tobuildwealth.com has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Planning Services - tobuildwealth.com was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

Financial Planning Services - tobuildwealth.com has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Planning Services - tobuildwealth.com

Jacob Schmidt

Owner

4.8

40,000 users