Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP)
Financial Services • 
Rockledge, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 391 Commerce Pkwy, Rockledge, Florida 32955, US |
| Phone number | +13213391859 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Investments, Tax Planning, Accounting, Wealth Management, IRA, Retirement Planning, Financial Planner, Business Consultation, Estate Planning, Business, Tax Preparation, Certified Public Accountant, Family Wealth Planning, Certified Financial Planner, Independent Financial Advisor, 401(K) Rollovers, Transition Specialists, Help Secure Your Financial Future, Strategic Financial Solutions, Achieve Sound Financial Futures For Clients |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP)
Stephen Houser
Founder, President & CEO, Wealth Advisor
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP) Email Formats
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP) uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@houserfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@houserfinancial.com | 100% |
About Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP)
Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955 Houser Financial Group has a unique approach to working together with you, your family and your business to provide seamless financial advising, family wealth planning and investments, business consulting, tax advisory, preparation, and representations with accounting services to create integrated tailored financial solutions. We work with you to develop a personalized Family Wealth Plan that helps pursue your financial goals and objectives, and we monitor your progress toward them through monthly updates and quarterly meetings with you. We believe in creating abundant personal legacies and relationships with our clients, and we are dedicated to helping you plan sound financial strategies designed to meet your individual, family or business needs. We strive to save you time and money because we pay attention to the basics - understanding your income needs, risk tolerance, and asset allocation needs. At Houser Financial Group we are committed to working with you as you seek a sustainable long-term financial future. We can help secure your financial future, call Houser Financial Group now at 321.345.1145 or email us at info@houserfinancial.com for a free financial consultation. ***Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP) revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP) has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP) has never raised funding before.
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP) Tech Stack
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