SABRE Financial Services
Financial Services • 
2829 Townsgate Rd Suite 315, Westlake Village, United States • 11-20 Employees
Company overview
| Headquarters | 2829 Townsgate Rd Suite 315, Westlake Village, California 91361, US |
| Phone number | +18009814891 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Personal Financial Planning, Wealth Managment, Risk Management & Insurance Services, Corporate Consulting & Business Advisory Services |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at SABRE Financial Services
Kelli Hellwig
Director Of Operations & Administration
Kelli Hellwig
Director Of Client Services
SABRE Financial Services Email Formats
SABRE Financial Services uses 2 email formats. The most common is {first initial} (e.g., j@sabrefinancial.net), used 93.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sabrefinancial.net | 93.3% |
{first name} | john@sabrefinancial.net | 6.7% |
About SABRE Financial Services
At SABRE Financial Services, we are independent advisors and consultants who treat every relationship with the care of a fiduciary steward. We offer holistic and proactive financial services through a team approach to help individuals and businesses achieve their dreams and goals. Mission Statement Providing comprehensive planning, wealth management and risk management strategies to significantly enrich the quality of life for our clients, their families and communities. Our services Personal Financial Planning Comprehensive planning that compiles all the above designed to define, forecast & meet your unique financial goals. Corporate Consulting & Business Advisory Services Creating value by implementing custom designed benefits and programs to align the interests of the company/owners with the executives/employees. Wealth Management Individually tailored portfolios based on a multi-step process that identifies the client's level of risk, objectives, goals and tax sensitivity. Our level-fee structure aligns the interests of the adviser & client. We offer multiple investment structures & strategies. Risk Management & Insurance Services Advanced insurance strategies to create made-to-measure designed plans to meet each client’s unique goals, expectations and needs. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.Additional advisory services offered through Arbor Point Advisors (APA). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
SABRE Financial Services revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
SABRE Financial Services has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
SABRE Financial Services has never raised funding before.
SABRE Financial Services Tech Stack
Discover the technologies and tools that power SABRE Financial Services's digital infrastructure, from frameworks to analytics platforms.
CDN
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Netherlands
Switzerland
United Kingdom
Frequently asked questions
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