Interlinc Financial Advisors
Financial Services • 
Plano, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 5068 W Plano Pkwy, Suite 385, Plano, TX 75093, US |
| Phone number | +19723466876 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Interlinc Financial Advisors
Lori Villarreal
Director of Business Development
Interlinc Financial Advisors Email Formats
Interlinc Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@interlincfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@interlincfinancial.com | 100% |
About Interlinc Financial Advisors
No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We mainly work with Pre-Retirees to Retirees that are needing guidance with Income Planning, Medical Costs and Coverage, Tax Strategies to help minimize taxes while retired, Estate Planning to reduce the risk of your money going to the wrong place or in the wrong way, and Risk Management - Legislative/Policy Risk, Longevity Risk, Market Risk, Risk of a surviving spouse and planning for unexpected expenses along with planning for inflation - all of this while planning for IRMAA to reduce penalties there.
Interlinc Financial Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Interlinc Financial Advisors has never raised funding before.
Interlinc Financial Advisors Tech Stack
Discover the technologies and tools that power Interlinc Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
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Security
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United Kingdom
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Frequently asked questions
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