Retirement Visions Revenue

Financial Services • West Hartford, Connecticut, United States • 1-10 Employees

Retirement Visions revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at Retirement Visions

Danielle Fellage

Director Of Client Satisfaction

Company overview

Headquarters	West Hartford, Connecticut, United States
Phone number	+18608991280
Website	allset2retire.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Life Planning, 401(K) Plans
Founded	2007
Employees	1-10
Socials

About Retirement Visions

Traditional Financial Planning Services Here we address the major tangible financial issues of cash flow, assets, risk management, estate planning, tax strategies and investments. (These services are provided on a one-time-fee basis.) Comprehensive Financial Planning Services In addition to Traditional Financial Planning Services, our planning includes any of the additional services listed under A la carte Services. Life Planning This is the integration of Financial Planning and using non-traditional methods to encourage clients to experience their dream life. Life Planning involves learning about the clients’ beliefs about money and how those beliefs can affect day to day financial decisions long term planning. Coaching techniques are used to address issues where clients fail to move forward and provide manageable steps that can lead to accomplishing a potentially meaningful goal. Investment advisory services offered through Redhawk Wealth Advisors, Inc. (Redhawk), an SEC Registered Investment Advisor. Some Investment Advisor Representatives (IARs) of Redhawk may market their advisory services under the name of Retirement Visions, LLC. Jay Gershman offers securities through the Broker-Dealer Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC. Retirement Visions, SOSI, and Redhawk are unaffiliated and separate legal entities. www.finra.org www.sipc.org Please see our website for full disclosure: http://www.allset2retire.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Retirement Visions has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Retirement Visions has never raised funding before.

Retirement Visions Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Google Hosted Libraries

CDN

Frequently asked questions

Retirement Visions is located in West Hartford, Connecticut, US.

You can reach Retirement Visions at +18608991280.

Retirement Visions generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Retirement Visions has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Retirement Visions was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Retirement Visions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Retirement Visions

Danielle Fellage

Director Of Client Satisfaction

4.8

40,000 users