Lakeside Financial Planning Revenue
Financial Services • 
Burlington, Massachusetts, United States • 1-10 Employees
$
Lakeside Financial Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Lakeside Financial Planning
Jared Hoole
President
Company overview
| Headquarters | 1500 District Avenue, Burlington, Massachusetts 01803, US |
| Phone number | +17812701501 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Lakeside Financial Planning Email Formats
Lakeside Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@lakesidefinancialplan.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lakesidefinancialplan.com | 100% |
About Lakeside Financial Planning
As fee-only financial advisors, we sell no products and receive no referrals or commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
Lakeside Financial Planning has never raised funding before.
United Kingdom
Frequently asked questions
Lakeside Financial Planning is located in Burlington, Massachusetts, US.
You can reach Lakeside Financial Planning at +17812701501.
Lakeside Financial Planning generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.
Lakeside Financial Planning has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Lakeside Financial Planning was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Lakeside Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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