Generation to Generation Financial Revenue

Financial Services • Beaverton, Oregon, United States • 1-10 Employees

Generation to Generation Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Generation to Generation Financial

Andrew Norris

Co-Founder & Wealth Manager

Company overview

Headquarters	9755 SW Barnes Road, Suite 670, Portland, Oregon 97225, US
Website	g2gfinancial.com
NAICS	52
Keywords	College Planning, Retirement Planning, Insurance, Estate Planning, Investment Management
Employees	1-10

About Generation to Generation Financial

With our client’s needs and goals foremost, we work to understand our client’s risk, to provide appropriate investments that are geared to our client’s needs and comfort level. Our honesty and integrity will ensure that we’re looking out for you first and foremost, never putting ourselves or the firm before you. Our empathy allows us to see our client’s perspectives and make the decisions that help them feel good about moving forward financially. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Pathway Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Generation to Generation Financial has never raised funding before.

Frequently asked questions

Generation to Generation Financial is located in Beaverton, Oregon, US.

Generation to Generation Financial generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Generation to Generation Financial has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Generation to Generation Financial

Andrew Norris

Co-Founder & Wealth Manager

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