Highland Financial Group Revenue
Financial Services • • 11-20 Employees
Highland Financial Group revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contacts at Highland Financial Group
Luke Sotir
Founder, Principal
Selina Avelar Paolucci
Director Of Client Services & Operations
Matthew Bolton
Co-Founder/ Financial Advisor
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Wealth, Multi-Generational Estate, Financial And Retirement Planning And Guidance, Legacy Planning Strategies, Transfer Wealth. |
| Employees | 11-20 |
Highland Financial Group Email Formats
Highland Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@highlandfinancialgroup.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@highlandfinancialgroup.com | 55.6% |
{first name}{last name} | johndoe@highlandfinancialgroup.com | 44.4% |
About Highland Financial Group
Associates of Highland Financial Group have provided financial strategies, planning, products and services to businesses, families, and individuals across the country for over thirty-seven years. The firm has earned a reputation for its special focus on collaborating with corporations and facilitating multi-generational estate, wealth, and legacy planning strategies. Highland Financial Group works closely with individuals & families providing financial and retirement planning and guidance, as well as wealth management. Our approach integrates investments with tax-efficient estate and financial strategies to help preserve, and transfer wealth. Our diverse team of financial professionals offers decades of combined experience allowing Highland Financial Group to bring customized strategies to our individual clients and their businesses. Whether it is helping a retiree understand their pension options, addressing a complex, qualified plan dilemma for our corporate clients to guiding a family towards meeting their retirement goals, our talented team can bring the clarity, knowledge, and resources to the problem at hand. Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI & TN) (NY, NY 212-314-4600), // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Highland Financial Group is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network. AGE- 6628196.1 (6/24)(Exp.6/26)
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Highland Financial Group has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Highland Financial Group has never raised funding before.
Highland Financial Group Tech Stack
Discover the technologies and tools that power Highland Financial Group'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
India
Thailand
Germany
Frequently asked questions
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