Saugatuck Financial
Financial Services • 
Saugatuck, Connecticut, United States • 11-20 Employees
Company overview
| Headquarters | 274 Riverside Ave, Westport, Connecticut 06880, US |
| Phone number | +1532024797 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Legacy Planning, Tax Strategies, Strategic Gifting |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contacts at Saugatuck Financial
Luke Andriuk
Director Of Investments
Thomas Taylor
Director Of Financial Planning
John Leifels
Director Of Financial Planning
John Connor
Managing Director
Saugatuck Financial Email Formats
Saugatuck Financial uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@nm.com | 100% |
About Saugatuck Financial
At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning –– all under one roof. We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind. We believe in doing things the right way, the first time. Our clients can expect to work with a team that consistently provides world class strategies tailored for them and a platinum level of client service. Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with their unique values, motivations, and sensitivities. Our team looks forward to working with you and your family and is committed to earning your trust and confidence.
Saugatuck Financial revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Saugatuck Financial has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
Saugatuck Financial has never raised funding before.
Saugatuck Financial Tech Stack
Discover the technologies and tools that power Saugatuck Financial's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Tag managers
JavaScript frameworks
Security
Miscellaneous
Customer data platform
Tag managers
JavaScript libraries
UI frameworks
Video players
Singapore
Canada
Malta
Frequently asked questions
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