


Guardian Wealth Advisory Group Revenue
Financial Services • Elgin, Illinois, United States • 1-10 Employees
Guardian Wealth Advisory Group revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at Guardian Wealth Advisory Group
Kevin Sanders
Owner & Co-Founder, Wealth Advisor
Casey Klockowski
Director Of Marketing And Operations
Company overview
| Headquarters | 81 Market St, Suite 5, Elgin, Illinois 60123, US |
| Phone number | +18477412398 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Legal, Medicare, Income Planning, Tax, Retirement Planning, Life Insurance, Estate Planning, Legacy Planning, Financial Planning For Women, Social Security Optimization, Tax Efficient Strategies, Female Focused Finances |
| Founded | 1978 |
| Employees | 1-10 |
Guardian Wealth Advisory Group Email Formats
Guardian Wealth Advisory Group uses 2 email formats. The most common is {first name} (e.g., john@guardianwag.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@guardianwag.com | 66.7% |
{first initial} | j@guardianwag.com | 33.3% |
About Guardian Wealth Advisory Group
When you become a client at Guardian Wealth, you become family. Built on trust and transparency, our firm takes care of clients by helping them in four essential areas: Investments, Tax, Legal, and Medicare. We offer a full suite of services to address our client's financial priorities: • Retirement Planning • Risk Management • Income Planning • 401(k) Guidance • Social Security Optimization • Long-Term Care Planning • Roth Conversions • Tax-Efficient Strategies • Tax-Free Legacy Planning • Estate Planning • Guardianship • Wills and Trusts • Medicare Supplements • Medicare Advantage Plans You worked hard for your wealth. We work hard to help you work toward your retirement goals, developing comprehensive, custom strategies to help you confidently live your retirement dreams. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1728507- 3/23.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Guardian Wealth Advisory Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Guardian Wealth Advisory Group has never raised funding before.
Guardian Wealth Advisory Group Tech Stack
Discover the technologies and tools that power Guardian Wealth Advisory Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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