Great Waters Financial

Financial Services • Minneapolis, Minnesota, United States • 21-50 Employees

Company overview

Headquarters	510 North 1st Ave, Suite 410, Minneapolis, Minnesota 55403, US
Phone number	+16519643423
Website	mygreatwaters.com
NAICS	52
SIC	628
Keywords	Financial Advisors, Asset Protection, Wealth Management, Retirement Planning, Retirement, Retirement Income Planning, Financial Planners, Retirement Solutions, Retirement Services
Founded	2013
Employees	21-50
Socials

Key Contacts at Great Waters Financial

Nick Foulks

Director Of Marketing

Andy Waller

Director Of Finance

Matthew Schwartz

Director Of Client Experience

Michael Palumbo

Ceo

Great Waters Financial Email Formats

Great Waters Financial uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@mygreatwaters.com), used 65% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@mygreatwaters.com	65%
{first initial}	j@mygreatwaters.com	20%
{first initial}.{last name}	j.doe@mygreatwaters.com	15%

About Great Waters Financial

We are a group of professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security. Every one of us at Great Waters Financial is committed to delivering you a comprehensive retirement plan that’s tailored to your goals, and as time goes on, supporting you through proactive guidance. We make sure your custom architected plan meets your goals of today and aspirations of tomorrow. We'll evaluate investment approaches and tax consequences, and implement the strategies so you don't have to. And we won't stop evaluating and implementing because the market is always changing and your needs may change too.

Great Waters Financial revenue & valuation

Annual revenue	$9,300,000
Revenue per employee	$212,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$29,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Great Waters Financial has 25 employees across 7 departments.

Departments

Number of employees

Funding Data

Great Waters Financial has never raised funding before.

Frequently asked questions

Great Waters Financial is located in Minneapolis, Minnesota, US.

You can reach Great Waters Financial at +16519643423.

Great Waters Financial was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Great Waters Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.