Millstone Financial Group
Financial Services • 
Clarksburg, New Jersey, United States • 11-20 Employees
Company overview
| Headquarters | 490 State Route 33 West, Building 2, Suite 5, Millstone Township, NJ 08535, US |
| Phone number | +18662718617 |
| Website | |
| NAICS | 52 |
| Keywords | Life Insurance, Investment Advisory Services, Estate Planning, Retirement Income Planning, Money Management, Long Term Care Planning, Social Security Maximization, Ira'S |
| Employees | 11-20 |
| Socials |
Key Contact at Millstone Financial Group
Donald Albach
President
Millstone Financial Group Email Formats
Millstone Financial Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@millstonefinancial.net), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@millstonefinancial.net | 57.1% |
{first name} | john@millstonefinancial.net | 14.3% |
{first name}{last name} | johndoe@millstonefinancial.net | 14.3% |
{last name}{last name} | doedoe@millstonefinancial.net | 14.3% |
About Millstone Financial Group
Having seen many retirement scenarios over the years, we came to realize that when it was time to make important retirement decisions, we felt there were very few advisors who could help guide people through the retirement maze. Large broker-dealers are focused on transactional relationships and asset gathering. We wanted our clients to experience a more personal relationship built on trust, integrity, and solutions. It was then that we realized we needed to create this environment on our own. Thus, our boutique firm known as Millstone Financial Group was born. Our mission is to help retirees on an individual basis and guide them through retirement with a trusted advisor. Our three cornerstones include: Trust, Integrity, and Solutions. Upon choosing to work with us, you become part of the Millstone Family. Our chief concern is helping our clients truly feel as if they can rely on us to create financial peace of mind. The pressures of everyday life can be overwhelming in itself and it is of the utmost importance for us to help alleviate the financial pressures by providing what we believe is world class service. To learn more about Millstone Financial Group, please visit https://millstonefinancial.net/ -- Advisory services are offered through Millstone Financial Group Limited Liability Company, a Registered Investment Advisor in the State of New Jersey. Insurance products and services are offered through Millstone Financial Group Limited Liability Company. Millstone Financial Group Limited Liability Company is not affiliated with or endorsed by the Social Security Administration or any government agency.
Millstone Financial Group revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Millstone Financial Group has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Millstone Financial Group has never raised funding before.
Millstone Financial Group Tech Stack
Discover the technologies and tools that power Millstone Financial Group's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
JavaScript libraries
WordPress themes
Page builders
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Programming languages
Korea, Republic of
India
Saudi Arabia
South Africa
Frequently asked questions
4.8
40,000 users
