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Prescott Financial

Prescott Financial Revenue

Financial ServicesFlag of US141 S McCormick St, Suite 110, United States1-10 Employees

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Prescott Financial revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Prescott Financial

Flag of US

Kevin E Wells

Owner and Portfolio Manager

Company overview

Headquarters141 S McCormick St, Suite 110, Prescott, Arizona 86303, US
Phone number+19282771799
Website
NAICS52
Founded2024
Employees1-10

Prescott Financial Email Formats

Prescott Financial uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@prescottfinancial.com), used 100% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@prescottfinancial.com
100%

About Prescott Financial

At Prescott Financial, we believe that financial success isn’t just about numbers, it’s about people. That’s why we take a people-first approach to financial planning and investment management. We take the time to understand what matters most to you. Whether you're planning for retirement, growing your investments, or protecting your assets, we provide personalized strategies designed to fit your unique situation. Our services include: • Comprehensive financial planning • Investment management • Retirement and estate planning • Tax-efficient strategies to help maximize savings Located in Prescott, Arizona, we’re proud to serve individuals, families, and businesses with care, transparency, and dedication. Our mission is simple: Putting more money back in your pocket so you can focus on what matters most. At Prescott Financial, you are more than just a client. Let's build a stronger financial future together. Please see website for disclosures.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Prescott Financial has never raised funding before.

Frequently asked questions

Prescott Financial is located in 141 S McCormick St, Suite 110, US.
You can reach Prescott Financial at +19282771799.
Prescott Financial generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Prescott Financial has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Prescott Financial was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Prescott Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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