Financial Strategies, Inc

Financial Services • Brookfield, Wisconsin, United States • 1-10 Employees

Company overview

Headquarters	13555 Bishop Court, Suite 340, Brookfield, WI 53005, US
Phone number	+13019847750
Websites	retirementandwealth.com financialstrategiesinc.com
NAICS	52
SIC	628
Keywords	Financial Advising, Insurance Planning, Fee-Only, Investment Managment, Ethical Advice
Founded	1991
Employees	1-10

Key Contact at Financial Strategies, Inc

Hannah Chavez

Vice President & Financial Planner

Financial Strategies, Inc Email Formats

Financial Strategies, Inc uses 1 email format. The most common is {first initial} (e.g., j@retirementandwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@retirementandwealth.com	100%

About Financial Strategies, Inc

Financial Strategies, Inc. is a Fee-Only Wealth Advisory firm. We work with clients and their families to help them make strong financial decisions so they can spend their time doing what they love.

Financial Strategies, Inc revenue & valuation

Annual revenue	$26,400,000
Revenue per employee	$3,759,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$84,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Intern

Vice President

Employees by Department

Financial Strategies, Inc has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Financial Strategies, Inc has never raised funding before.

Financial Strategies, Inc Tech Stack

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

Cloudflare Bot Management

Security

Vimeo

Video players

Swiper

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

Financial Strategies, Inc is located in Brookfield, Wisconsin, US.

You can reach Financial Strategies, Inc at +13019847750.

Financial Strategies, Inc was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Financial Strategies, Inc

Hannah Chavez

Vice President & Financial Planner

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