


J. Biance Financial Revenue
Financial Services • Sebring, Florida, United States • 21-50 Employees
J. Biance Financial revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contact at J. Biance Financial
Sarah M. Dupree
Vice President Operations
Company overview
| Headquarters | 545 S. Pine Street, Sebring, Florida 33870, US |
| Phone number | +18635783459 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Protection, Wealth Transfer Planning, Wealth Management, Life Insurance, Retirement, Ira Legacy Planning, Ira & 401(K) Rollovers, Tax-Efficient Strategies, Long-Term Care Strategies |
| Founded | 2013 |
| Employees | 21-50 |
| Socials |
J. Biance Financial Email Formats
J. Biance Financial uses 2 email formats. The most common is {first initial} (e.g., j@jbiance.com), used 68.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@jbiance.com | 68.2% |
{first name} | john@jbiance.com | 31.8% |
About J. Biance Financial
J. Biance Financial focuses on helping pre-retirees and retirees create ideal strategies for retirement. The uncertainty and volatility in the world today can make this season of life challenging. Whether it is market risk, outliving your money, or being a burden on your children, retirees and soon to be retirees, face decisions that are specific to their state in life. At J. Biance Financial we emphasize the preseration of our clients' life savings, the optimization of retirement income, and passing on assets in the most efficient manner possible. Investing involves risk, including the potential loss of principal. Any references to protection benefits, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1879168 - 7/23
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
J. Biance Financial has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
J. Biance Financial has never raised funding before.
J. Biance Financial Tech Stack
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Frequently asked questions
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