Seals Financial Planning & Investments VI Revenue

Financial Services • Lexington, Kentucky, United States • 1-10 Employees

Seals Financial Planning & Investments VI revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Seals Financial Planning & Investments VI

Richard Seals

Owner, Financial Advisor, and Registered Investment Advisor

Company overview

Headquarters	527 Wellington Way, Suite #225, Lexington, KY 40503, US
Website	sealsfinancialplanning.com
NAICS	52
Keywords	Investments, Investment Planning, Financial Services, Financial Advice, Retirement Planning, Fiduciary, Financial Planning, Investment Strategies, Retirement Strategies, Independent Financial Advisor
Employees	1-10

About Seals Financial Planning & Investments VI

As a fee-only, independent firm based in Lexington, Kentucky, and St. Croix, US Virgin Islands, Seals Financial Planning & Investments is focused on five key areas of retirement planning to help you enjoy your dream retirement. With honesty and integrity at the forefront of our values, we offer a trusted opinion as fiduciaries to help you develop a financial plan customized to your life, values, and goals. We serve hardworking employees in the greater Lexington area and offer comprehensive financial insights and advice to help you succeed. We provide a full line of financial services and focus on three sectors of our city: University of Kentucky Employees: Working directly with nurses, professors, and all UK employees, we equip you with everything you need to be confident in your financial decisions as you prepare to live the retirement you want. Toyota Georgetown Assembly Plant Employees: We are on a mission to help you optimize your 401(k) so you can retire as quickly as possible. Our goal is to help you design, navigate, and get you to your dream retirement. Baptist Health Nurses and Employees: We help you expand your investment options beyond your employee plans to help you manage risk while growing your wealth. Together, we can develop an ongoing plan for both your financial success while advising you in the event of life changes. Whether you are just entering the workforce, are in your prime earning years, or nearing retirement, we work with you to develop a comprehensive financial plan tailored to your individualized goals. It’s never too early to start taking steps toward a stable and comfortable retirement. We’re here to help you understand the most important questions you should be asking. Take the first step today. Call (859) 230-3476 or visit sealsfinancialplanning.com to learn more. -- Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Seals Financial Planning & Investments VI has never raised funding before.

Frequently asked questions

Seals Financial Planning & Investments VI is located in Lexington, Kentucky, US.

Seals Financial Planning & Investments VI generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Seals Financial Planning & Investments VI has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Seals Financial Planning & Investments VI has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Seals Financial Planning & Investments VI

Richard Seals

Owner, Financial Advisor, and Registered Investment Advisor

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