Peak Retirement Planning Revenue

Financial Services • Columbus, Ohio, United States • 21-50 Employees

Peak Retirement Planning revenue & valuation

Annual revenue	$3,251,090
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,500,000
Total funding	No funding

Key Contacts at Peak Retirement Planning

Joe Schmitz

Ceo

Megan Casselberry

Director Of Marketing & Hr

Company overview

Headquarters	3600 Olentangy River Road, Building 501, Building 501, Columbus, OH 43214, US
Phone number	+16145004121
Website	peakretirementplanning.com
NAICS	52
Keywords	Comprehensive Financial Planning, Tax Planning, Investment Planning, Income Planning, Retirement Planning, Legacy Planning, Social Security Planning, Healthcare Planning
Employees	21-50
Socials

Peak Retirement Planning Email Formats

Peak Retirement Planning uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@peakretirementplanning.com), used 66.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@peakretirementplanning.com	66.7%
{first initial}	j@peakretirementplanning.com	16.7%
{first initial}.{last name}	j.doe@peakretirementplanning.com	16.7%

About Peak Retirement Planning

We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Intern

Manager

Employees by Department

Peak Retirement Planning has 24 employees across 6 departments.

Departments

Number of employees

Funding Data

Peak Retirement Planning has never raised funding before.

Peak Retirement Planning Tech Stack

Discover the technologies and tools that power Peak Retirement Planning's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Astra

WordPress themes

WP Rocket

Caching

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

The Events Calendar

WordPress plugins

Frequently asked questions

Peak Retirement Planning is located in Columbus, Ohio, US.

You can reach Peak Retirement Planning at +16145004121.

Peak Retirement Planning generates an estimated annual revenue of $3,251,090. This revenue figure reflects the company's market position and business performance in its industry.

Peak Retirement Planning has an estimated valuation of $10,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Peak Retirement Planning has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Peak Retirement Planning

Joe Schmitz

Ceo

Megan Casselberry

Director Of Marketing & Hr

4.8

40,000 users