


Schaefer Financial Revenue
Financial Services • Waterloo, Ontario, Canada • 1-10 Employees
Schaefer Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Schaefer Financial
Schaefer Financial Admin
Chief Executive Officer
Company overview
| Headquarters | 80 King St S, 101, Waterloo, Ontario N2J 1P5, CA |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Insurance Solutions, Succession Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Philanthropic Services |
| Employees | 1-10 |
About Schaefer Financial
At Schaefer Financial, we believe that wealth management goes beyond simply managing your money. First, we listen. Using our high-level wealth process, we strive to learn every aspect of your unique financial situation. Our goal is to understand you, your goals, and the values that define your legacy. In doing so, we properly create a customized plan that aligns your risk tolerance and future goals. With over a century of combined experience, our team has a proven track record of delivering results for affluent families and business owners. We pride ourselves on the genuine care we have for our clients. We believe in developing a long-term meaningful relationship so that you can invest with confidence.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Schaefer Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Schaefer Financial has never raised funding before.
Frequently asked questions
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