Schultz Financial Services Revenue
Financial Services • 
Scappoose, Oregon, United States • 1-10 Employees
Schultz Financial Services revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contacts at Schultz Financial Services
Janet Barrett
Director Of Admin / Organizational Engineer
Janet Barrett
Director Of Administration, Gsd Engineer
Company overview
| Headquarters | 52461 Columbia River Hwy, PO Box 489, Scappoose, OR 97056, US |
| Phone number | +15035433844 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Wealth Management, Annuities, Long Term Care, Financial Planning, Portfolio Analysis, Investment Strategies, College Savings, Cd Alternatives, 401(K) Ira Roth, Life Insurance, Retirement Income Evaluation, Rollovers Conversions, Social Security Review, Veterans Pension |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Schultz Financial Services Email Formats
Schultz Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@schultzfs.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@schultzfs.com | 100% |
About Schultz Financial Services
We are an independent financial services firm demonstrating how personalized plans can help our clients pursue their objectives. Certified Financial Planner Jeff Schultz M.S. has been providing this value to individuals and businesses in the communities of Scappoose, St Helens, Rainier, and beyond since 1999. A focus on relationship building and answering the tough questions like these has established him as an accomplished resource for retirement income strategies. -When can I retire? -How much income should I take, and from where? -What pension or social security payment option makes sense for me? -Are there more efficient ways to save for higher education, reduce taxes, or pass assets on? -How can I be prepared for the rising costs of healthcare and elderly living? -Where can I earn higher returns in this rate environment without uncomfortable risk? Participating in our complex, ever changing economy requires a professional ally. Come advance the conversation with us whether you are an experienced asset accumulator or new to exploring your options. At SFS we strive to earn your trust with respect, knowledge, and accessibility. Our comprehensive product range enables us to offer the right fit to match your investing style from conservative to aggressive, and anywhere in between. Be welcome! Advisory Services offered through Change Path, LLC an Investment Advisor. Schultz Financial Services and Change Path, LLC are not affiliated.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Schultz Financial Services has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Schultz Financial Services has never raised funding before.
Schultz Financial Services Tech Stack
Discover the technologies and tools that power Schultz Financial Services's digital infrastructure, from frameworks to analytics platforms.
Video players
Security
Security
Video players
CDN
JavaScript libraries
CMS
JavaScript libraries
Programming languages
Appointment scheduling
Analytics
Côte d'Ivoire
Australia
New Zealand
South Africa
Italy
Frequently asked questions
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