Globe Wealth Management Revenue
Financial Services • 
Concord, New Hampshire, United States • 1-10 Employees
Globe Wealth Management 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 Globe Wealth Management
Stacey L. Blodgett
President, Chief Executive Officer And Wealth Manager
Company overview
| Headquarters | 46 South Main Street, Suite 5, Concord, NH 03301, US |
| Phone number | +16032960063 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Retirement Planning, Income Tax Planning, Generational Wealth Planning, Cash Flow + Budget, Estate Planning + Charitable Giving, Risk Management + Insurance |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Globe Wealth Management Email Formats
Globe Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@globewealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@globewealth.com | 60% |
{first initial}{last name} | jdoe@globewealth.com | 40% |
About Globe Wealth Management
46 South Main Street - Suite 5, Concord, New Hampshire 03301 | 603-296-0063 GLOBE WEALTH MANAGEMENT - Navigating your financial world, together. Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track. Globe Wealth Management's Core Competencies: - Financial Planning - Investment Management - Insurance Strategies - Retirement Planning - Executive Stock Options - Business Retirement Plans - Business Benefits - Business Exit Strategies - College Planning - Estate Planning *Stacey L. Blodgett, CERTIFIED FINANCIAL PLANNER™ *Regina M. Kozsan, CERTIFIED FINANCIAL PLANNER™ * Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Globe Wealth Management has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Globe Wealth Management has never raised funding before.
Globe Wealth Management Tech Stack
Discover the technologies and tools that power Globe Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Switzerland
Netherlands
Seychelles
Israel
United Kingdom
United Arab Emirates
Frequently asked questions
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