Provident Financial Consultants Revenue
Financial Services • 
Oshkosh, Wisconsin, United States • 1-10 Employees
Provident Financial Consultants revenue & valuation
| Annual revenue | $12,200,000 |
| Revenue per employee | $2,017,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,800,000 |
| Total funding | No funding |
Key Contact at Provident Financial Consultants
Bonita L. Graff
Ceo And Wealth Advisor
Company overview
| Headquarters | 2391 Enterprise Drive, Oshkosh, WI 54904, US |
| Phone number | +19202306898 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investing, 401K, Wealth Management, Roth Ira, Financial Consulting, Annuities, Asset Management, Retirement Planning, Estate Planning, Long-Term Care, Education Funding |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Provident Financial Consultants Email Formats
Provident Financial Consultants uses 2 email formats. The most common is {first initial} (e.g., j@providentfc.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@providentfc.com | 71.4% |
{first name} | john@providentfc.com | 28.6% |
About Provident Financial Consultants
With more than 100 years of collective financial services experience, Provident Financial Consultants, LLC, is dedicated to delivering exceptional service and comprehensive wealth management strategies that help achieve financial security through all phases of life. Our team of highly qualified, ethical and educated financial professionals combine a variety of licenses, certifications and financial experience to make sure we can provide you with strategies most suitable for your needs. Whether you are looking for guidance regarding estate and/or retirement planning, or asset allocation strategies utilizing a variety of investment vehicles such as stocks, bonds and other investments, Provident Financial Consultants offers an extensive array of services to assist you. (Disclosure: Asset allocation does not ensure a profit or protect against a loss.) WHY CHOOSE PROVIDENT? Provident Financial Consultants, LLC is an independent financial consulting firm based out of Oshkosh, WI. From the moment you walk in our door, you'll notice a culture of care and service that is not often experienced in a financial services firm. Our financial consultants take the time to get to know you, and strive to thoroughly understand your unique financial situation. They take the time to fully understand what matters most to you, to create strategies individually tailored to address your financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC https://www.sipc.org/ Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representative associated with this site may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MI, MN, MO, NC, NJ, OH, OR, SC, TX, UT, VA, WA, WI.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Provident Financial Consultants has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Provident Financial Consultants has never raised funding before.
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