


Gurman Wealth Management, Insurance Strategies
Insurance • Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | Boca Raton, Florida, United States |
| Phone number | +13104179040 |
| Websites | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Wealth Management And Insurance Strategies |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Gurman Wealth Management, Insurance Strategies
Jeff Gurman
Ceo
About Gurman Wealth Management, Insurance Strategies
Our company is dedicated to providing successful individuals, families, businesses and retirees with the most advanced insurance and tax strategies and solutions! Our plans help you sleep well at night and give you the confidence you need enjoy your life. We strive to offer you comprehensive planning that is uniquely tailored to your specific financial goals and needs. Our specialities include: - Insurance strategies to protect your assets if you live too long or die too soon. - Charitable planning strategies to help you go from success to significance. - Strategies to help you reduce your tax burden. - Estate planning strategies to help you sustain the prosperity you created for yourself and your heirs.
Gurman Wealth Management, Insurance Strategies revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees
Employees by Department
Gurman Wealth Management, Insurance Strategies has 1 employees across 1 departments.
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Funding Data
Gurman Wealth Management, Insurance Strategies has never raised funding before.
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