FWD Wealth & Insurance Solutions Revenue

Financial Services • Diamond Bar, California, United States • 1-10 Employees

FWD Wealth & Insurance Solutions revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at FWD Wealth & Insurance Solutions

Simon Chang

Managing Director

Company overview

Headquarters	Diamond Bar, California, United States
NAICS	52
Employees	1-10

About FWD Wealth & Insurance Solutions

FWD Wealth & Insurance Solutions Inc. provides comprehensive financial solutions that meet the diverse needs of individuals, families, and businesses. We develop and collaborate with skilled financial professionals, CPAs, and attorneys to help clients navigate critical financial decisions. Our services include retirement planning, estate conservation, and tax-saving strategies through life insurance, annuities, investments, and other financial tools, in which we provide personalized strategies to secure each client's financial future. Whether you are an individual seeking solutions for financial needs or a small business owner aiming to achieve financial goals, we are here to support you every step of the way. We also offer career opportunities for professionals with an entrepreneurial mindset to build a successful financial practice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

FWD Wealth & Insurance Solutions has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

FWD Wealth & Insurance Solutions has never raised funding before.

Frequently asked questions

FWD Wealth & Insurance Solutions is located in Diamond Bar, California, US.

FWD Wealth & Insurance Solutions generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

FWD Wealth & Insurance Solutions has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

FWD Wealth & Insurance Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at FWD Wealth & Insurance Solutions

Simon Chang

Managing Director

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