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Savaglia Financial Advisors

Savaglia Financial Advisors

Financial ServicesFlag of USOak Creek, Wisconsin, United States1-10 Employees

Company overview

Headquarters7300 S. 13th Street, Suite 103, Oak Creek, WI 53154, US
Phone number+14147681984
Websites
NAICS52
SIC628
Keywords
Financial Advisor, Investment Planning, Succession Planning, Education Planning, College Planning, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, Retirement Income Planning, 401(K) Plans And Rollovers, Cfp - Certified Financial Planner, Ira / Roth Ira, Tax-Advantaged Investments
Founded1999
Employees1-10
Socials

Key Contacts at Savaglia Financial Advisors

Flag of US

Don Savaglia

Owner / Ceo / Financial Advisor

Flag of US

Crystal Sdano

Owner / Ceo / Financial Advisor

About Savaglia Financial Advisors

As your personal financial advisor, our top priority is helping you with investment management and retirement planning. Our personal financial advisors will develop a plan that is customized to meet your financial goals and your retirement lifestyle at the age at which you wish to retire. You’ll receive personal attention on every aspect of money management, including investment services, retirement savings, and insurance coverage. We’ll find the investments best suited for you by looking at your needs, wants, goals and desires. Once you establish your financial goals, we can customize your investment plan and then measure your progress. By engaging in risk management and evaluating the time-frame for your various goals, we will develop the best financial plan to help you achieve your goals. The guarantee you’ll get from us is an open line of communication every year. As your Milwaukee-based investment representatives, we will be accessible and willing to answer your investment questions when you need answers. Don’t think that you have too little money to invest; the amount of your investment doesn’t matter to us. What’s important is that you start investing for your future now. Savaglia Financial Advisors is committed to helping you define your long-term financial goals, assess your current financial situation, and implement a plan to help you achieve a worry-free retirement. Securities and investment advisory services 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.

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Savaglia Financial Advisors revenue & valuation

Annual revenue$4,223,553
Revenue per employee$470,000
Estimated valuation?$13,600,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

Savaglia Financial Advisors has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Savaglia Financial Advisors has never raised funding before.

Savaglia Financial Advisors Tech Stack

Discover the technologies and tools that power Savaglia Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Calendly

Calendly

Appointment scheduling

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Savaglia Financial Advisors is located in Oak Creek, Wisconsin, US.
You can reach Savaglia Financial Advisors at +14147681984.
Savaglia Financial Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Savaglia Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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