Safe Harbor Wealth Advisors
Insurance • 
Dublin, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 6099 Frantz Rd., Dublin, OH 43017, US |
| Phone number | +16147600675 |
| Website | |
| NAICS | 52 |
| Keywords | Trusts, Asset Protection, Wealth Transfer, Financial Planning, Estate Planning, Investment Management, Power Of Attorney, Mortgage Services, Long Term Care Protection, Probate Avoidance, Tax Planning And Tax Reduction Strategies |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contacts at Safe Harbor Wealth Advisors
Cory Sickles
Owner
Gary Sickles
Ceo/Founder
Melissa Sickles
Marketing Director
Melissa Sickles
Marketing Director
Safe Harbor Wealth Advisors Email Formats
Safe Harbor Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@safeharborrg.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@safeharborrg.com | 100% |
About Safe Harbor Wealth Advisors
Safe Harbor Retirement Group, LLC is a family-owned, independent financial planning firm offering a comprehensive range of services for retirees and those planning for retirement. We help individuals and families work toward their financial and life goals by providing objective information in the areas of risk management, insurance, income tax planning, retirement planning, investments, estate planning and more.
Safe Harbor Wealth Advisors revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Safe Harbor Wealth Advisors has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Safe Harbor Wealth Advisors has never raised funding before.
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