Packard Wheeler Succession

Financial Services • Spokane Valley, Washington, United States • 11-20 Employees

Company overview

Headquarters	12939 E Pinecroft Way, Spokane Valley, Washington 99216, US
Phone number	+15094445866
Websites	nm.com pws.nm.com
NAICS	52
Keywords	Investments, Succession Planning, Employee Benefits, Insurance
Founded	1999
Employees	11-20
Socials

Key Contacts at Packard Wheeler Succession

Cody J. Lewis

Director Of Business Development

Bret Michael Wheeler

Chief Executive Officer, Financial Advisor

Andrew Rowley

Director Of Client Relations

Packard Wheeler Succession Email Formats

Packard Wheeler Succession uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 81.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	81.8%
{first initial}-.{last name}	j-.doe@nm.com	18.2%

About Packard Wheeler Succession

Packard Wheeler Succession specializes in strategies and advice to assist corporations, closely held businesses, and high net worth families achieve financial strength and transfer wealth from one generation to the next. The facts and emotions of insurance, investments, and business transfer planning are real. We help you achieve your goals on a personal level, while delivering plans for Protection, Accumulation, and Succession. Our work and experience prepares our clients to weather the challenges of business cycles and life cycles that each of us are dealt over a lifetime. We sustain leadership level performance for over 30 years and have our very own succession plan in place as a model for each of our clients to observe. Packard Wheeler Succession advisors and associates are proud to offer our care and advice at the necessary human level to help you and your family achieve financial strength and success.

Packard Wheeler Succession revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Packard Wheeler Succession has 8 employees across 5 departments.

Departments

Number of employees

Funding Data

Packard Wheeler Succession has never raised funding before.

Frequently asked questions

Packard Wheeler Succession is located in Spokane Valley, Washington, US.

You can reach Packard Wheeler Succession at +15094445866.

Packard Wheeler Succession was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Packard Wheeler Succession has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.