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Schaefer Financial

Schaefer Financial Revenue

Financial ServicesFlag of CAWaterloo, Ontario, Canada1-10 Employees

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Schaefer Financial revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Schaefer Financial

Flag of CA

Schaefer Financial Admin

Chief Executive Officer

Company overview

Headquarters80 King St S, 101, Waterloo, Ontario N2J 1P5, CA
Website
NAICS52
Keywords
Tax Planning, Insurance Solutions, Succession Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Philanthropic Services
Employees1-10

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

C-Suite

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

Schaefer Financial is located in Waterloo, Ontario, CA.
Schaefer Financial generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Schaefer Financial has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Schaefer Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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