Nelliam Financial Group

Financial Services • Shakers, New York, United States • 1-10 Employees

Company overview

Headquarters	1 Northwestern Blvd, Albany, New York 12211, US
Website	nm.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Charitable Giving, Fee-Based Financial Planning, Long-Term Planning
Founded	2024
Employees	1-10

Key Contact at Nelliam Financial Group

Tom Farnan

Founder & Partner

About Nelliam Financial Group

We are focused on helping our clients arrive well-positioned for the big moments in life and whatever comes their way. For us, that requires analysis, planning, and using Northwestern Mutual's world-class insurance services and internationally recognized investment products. Offense matters. Defense matters. The big picture matters, and so does every little detail. We are in the business of staying current, planning in advance for major goals, and stress testing the financial planning that we do. Our services are tailored to affluent individuals and families both locally and nationwide. We genuinely value the tremendous trust that our clients put in us every day by choosing to have our team in their corner. Finally, those of us at Nelliam Financial Group believe Northwestern Mutual Wealth Management Company affords our clients something unique: access to the resources of one of the leading financial institutions in the country, coupled with all the advantages that can only be provided by a unique approach that is tailored to each individual and their family.

Nelliam Financial Group 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Nelliam Financial Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Nelliam Financial Group has never raised funding before.

Frequently asked questions

Nelliam Financial Group is located in Shakers, New York, US.

Nelliam Financial Group was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Nelliam Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Nelliam Financial Group

Tom Farnan

Founder & Partner

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