


Prestige Planning
Financial Services • Lakewood Ranch, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 6311 Atrium Dr, Suite 206, Lakewood Ranch, FL 34202, US |
| Phone number | +19417573702 |
| Website | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at Prestige Planning
Jeremy Keller
Chief Executive Officer & Founder
Prestige Planning Email Formats
Prestige Planning uses 2 email formats. The most common is {first initial} (e.g., j@prestigeplanningrm.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@prestigeplanningrm.com | 50% |
{first name} | john@prestigeplanningrm.com | 50% |
About Prestige Planning
At Prestige Planning, we provide advanced, customized insurance portfolios and strategies for affluent families and successful business owners. We have redefined the client experience to give you the comprehensive and specialized service you deserve.
Prestige Planning revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Prestige Planning has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Prestige Planning has never raised funding before.
Prestige Planning Tech Stack
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Miscellaneous
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Frequently asked questions
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