Next Phase Financial
Financial Services • 
Charlotte, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 3600 Arco Corporate Drive, Charlotte, North Carolina 28273, US |
| Phone number | +17045420447 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement, 401K, Social Security Planning, Ira Planning, Annuity And Long Term Care Planning |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Next Phase Financial
Rodger Dawson
Co-owner
Next Phase Financial Email Formats
Next Phase Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@nextphasefinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@nextphasefinancial.com | 100% |
About Next Phase Financial
Retirement Planning and Education - We are committed to providing insurance and financial knowledge, through quality products and services, to meet the financial needs of our clients. Social Security Planning and Education are one of our primary services to our clients.
Next Phase Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Next Phase Financial has never raised funding before.
Next Phase Financial Tech Stack
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