Fosbenner Financial

Financial Services • Mount Sinai, New York, United States • 1-10 Employees

Company overview

Headquarters	Mount Sinai, New York, United States
Website	fosbennerfinancial.com
NAICS	52
Keywords	Private Placements, Financial Planning, Wealth Preservation, Financial Advisor, 1031 Exchanges, Commericial Real Estate, 1031 Dst, Tax Deferral, Opportunity Zones, Dst'S, Registered Representative, Tenant In Common, 1033 Exchanges, Delaware Statutory Trusts, 2004-86, Qozf, Securitized Real Estate
Founded	2023
Employees	1-10

Key Contact at Fosbenner Financial

Amy Fosbenner Leeds

President

About Fosbenner Financial

Fosbenner Financial, LLC focuses on custom investment plans for clients, ensuring all their needs and requirements are met for their 1031 exchanges, 1033 exchanges, tax gain deferral strategeies and overall financial portfolios. Some of theirfocuses include securitized real estate via the Delaware Statutory Trust (DST) and Tenant-In-Common (TIC) custom offerings for 1031 and 1033 exchanges, Qualified Opportunity Zone Fund's for tax deferral on business sales and other appreciated assets, alternative Reg-D private placements for non-traditional portfolio diversification, retirement account planning, and many other investment needs. Amy Fosbenner works with Attorneys, CPA’s, Real Estate professionals, Qualified Intermediaries (QI’s), underwriters, investors and more nationwide, to provide the highest level of competent service for investors, professionals and their clients.

Fosbenner Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Fosbenner Financial has never raised funding before.