Retirement Income Source of Southwest Florida Revenue

Financial Services • Sarasota, Florida, United States • 1-10 Employees

Retirement Income Source of Southwest Florida revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Retirement Income Source of Southwest Florida

Ciara Shelley

Director of Finance And Human Resources

Company overview

Headquarters	1226 N. Tamiami Trail, Suite 201, Sarasota, Florida 34236, US
Phone number	+19415560380
Website	risswflorida.com
NAICS	52
Employees	1-10
Socials

About Retirement Income Source of Southwest Florida

At Retirement Income Source of Southwest Florida, our team of professionals helps identify your needs while accounting for your dreams. Then we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way. Using our decades of experience, we strive to help every client successfully plan for and navigate their ideal retirement while delivering the highest levels of customer service. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Source of Sarasota, LLC and Sound Income Strategies, LLC are not associated entities. Retirement Income Source of Sarasota, LLC is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Sound Income Strategies LLC, d/b/a Retirement Income Source of Sarasota are not affiliated companies. sec.gov

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Retirement Income Source of Southwest Florida has never raised funding before.

Retirement Income Source of Southwest Florida Tech Stack

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Frequently asked questions

Retirement Income Source of Southwest Florida is located in Sarasota, Florida, US.

You can reach Retirement Income Source of Southwest Florida at +19415560380.

Retirement Income Source of Southwest Florida generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Retirement Income Source of Southwest Florida 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.

Retirement Income Source of Southwest Florida has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Retirement Income Source of Southwest Florida

Ciara Shelley

Director of Finance And Human Resources

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