Financial Synergistics Group Revenue

Financial Services • Tustin, California, United States • 1-10 Employees

Financial Synergistics Group 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

Key Contact at Financial Synergistics Group

Karin Egan

Director, Business Development & Corporate Accountability

Company overview

Headquarters	Tustin, California, United States
Phone number	+19493293408
Website	financialsynergistics.com
NAICS	52
Keywords	Estate Planning, Business Succession, Retirement Planning, Life Insurance, Business Transition, Financial Planning, Asset Protection, Family Wealth Planning, Business Structure, Employee Retirement Plans, Insurance Strategies, Executive Retention Plans
Founded	1968
Employees	1-10

Financial Synergistics Group Email Formats

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

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

About Financial Synergistics Group

Each day we fulfill our vision to help families live with no regrets as a financial advisory firm dedicated to serving clients from the west coast in California and Washington into the heartlands of Texas, Colorado, Pennsylvania, Ohio and Michigan to the District of Columbia and the Florida coastlines. When you choose Financial Synergistics Group, Inc., you are gaining a true collaborative partner for financial and emotional peace of mind. With more than five decades specializing in financial advisory services, our firm has had the pleasure of serving families like yours from one generation to the next. We work with clients across the nation, like you, with a specific set of financial priorities, accompanied with goals for your family and the future. Our job is to listen and understand your desired path to achieve these goals. Then we go to work providing appropriate education, offering flexible solutions, mitigating risk and leveraging strategic partnerships to optimize your success and your family’s financial prosperity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Partner

Employees by Department

Financial Synergistics Group has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Financial Synergistics Group has never raised funding before.

Financial Synergistics Group Tech Stack

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

Cloudflare

CDN

Microsoft 365

Frequently asked questions

Financial Synergistics Group is located in Tustin, California, US.

You can reach Financial Synergistics Group at +19493293408.

Financial Synergistics Group generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Financial Synergistics Group has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Synergistics Group was founded in 1968, making it 58 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Financial Synergistics Group

Karin Egan

Director, Business Development & Corporate Accountability

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