Insight Wealth
Financial Services • 
Little Rock, Arkansas, United States • 1-10 Employees
Company overview
| Headquarters | 13501 Chenal Pkwy, Suite 200, Little Rock, Arkansas 72211, US |
| Phone number | +11627088 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Strategic Planning, Retirement Planning, Financial Planning, Legacy Planning, Wealth Preservation Planning, Business Insurance Planning, Wealth Transfer Strategies, Multi Generational Planning, Business And Exit Planning, Key Person Protecting |
| Founded | 1977 |
| Employees | 1-10 |
Key Contact at Insight Wealth
Lynne Coats
Director Of Operations
Insight Wealth Email Formats
Insight Wealth uses 1 email format. The most common is {first initial} (e.g., j@insight-wealth.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@insight-wealth.net | 100% |
About Insight Wealth
At Insight Wealth, we help owners and executives of closely-held businesses be clear on their financial futures through Discovery, Analysis, Implementation, and Results Management. We bring to the client's planning situation their highly collaborative Advisory Team accompanied by the deepest, most competent and comfortable resource pools available to assure their planning success today and going forward. Jerry Coats has been licensed to associate with New York Life Insurance Company and am licensed with various other independent unaffiliated insurance companies. Additionally, he is a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 13501 Chenal Parkway, Suite 200, Little Rock, AR 72211, 501-223-1668. Jerry Coats is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Jerry Coats is not licensed in all jurisdictions. His Arkansas Insurance license number is 1627088. Insight Wealth is not owned or operated by New York Life Insurance Company or its affiliates. The best methods to contact Jerry Coats are by calling him at the office at (501) 223-1668 or by emailing him at jerry@insight-wealth.net
Insight Wealth revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Insight Wealth has never raised funding before.
Spain
India
South Africa
Frequently asked questions
4.8
40,000 users
