Financial Voyages
Financial Services • 
Harleysville, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 425 Main Street, Harleysville, PA 19438, US |
| Phone number | +12152567845 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Financial Education, Financial Planning, Estate Planning, Investment Management, Retirement Income Planning |
| Employees | 11-20 |
| Socials |
Key Contacts at Financial Voyages
Avery Sanson
Investment Committee Director
Gary Sanson
Ceo | Founding Partner | Certified Financial Planner | Speaker
Financial Voyages Email Formats
Financial Voyages uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@financialvoyages.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@financialvoyages.com | 50% |
{first initial}.{last name} | j.doe@financialvoyages.com | 50% |
About Financial Voyages
Our firm enjoys helping people with simple and complex financial planning concerns. People dream of where they want to go, we help them get there. Clients look to us as someone they can obtain trusted advice and education. We assist them with the challenging decisions they constantly need to make regarding their retirement, estate, insurances and investments. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Financial Voyages, LLC and Cambridge are not affiliated.
Financial Voyages revenue & valuation
| Annual revenue | $24,100,000 |
| Revenue per employee | $1,601,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $76,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Voyages has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
Financial Voyages has never raised funding before.
Financial Voyages Tech Stack
Discover the technologies and tools that power Financial Voyages's digital infrastructure, from frameworks to analytics platforms.
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