Secure Wealth Planning Group Revenue

Financial Services • Boca Raton, Florida, United States • 1-10 Employees

Secure Wealth Planning Group revenue & valuation

Annual revenue	$3,795,715
Revenue per employee	$1,266,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,200,000
Total funding	No funding

Key Contact at Secure Wealth Planning Group

Renan Guillou

Vice President - Senior Wealth Management Advisor

Company overview

Headquarters	7280 W Palmetto Park Road, Suite 201-N, Boca Raton, Florida 33433, US
Phone number	+15613402667
Website	securewpg.com
NAICS	52
SIC	628
Keywords	Premium Finance, Trusts, Asset Protection, Retirement Planning, Life Insurance, Wealth Accumulation, Long Term Care, Estate Planning, Social Security Planning, 401(K) Rollovers, Charitable Giving, Income Strategies, Ira Rollovers, Ira Legacy Planning
Founded	1997
Employees	1-10
Socials

About Secure Wealth Planning Group

At Secure Wealth Planning Group, we believe that life is more than a paycheck. Our mission is to ease your worries with our financial and retirement planning services. We believe that a sound financial plan is more than just the ability to pay your bills, it's about planning for the future, planning for the luxuries, planning for the unexpected and the inevitable. We help you achieve your long-term goals so you can rest easy. Comfort and security are our first priorities. Richard and his team work as advocates on your behalf by offering you access to unique financial products and strategies. Our focus is growing clients' wealth and protecting it like very few can.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Secure Wealth Planning Group has never raised funding before.

Secure Wealth Planning Group Tech Stack

Discover the technologies and tools that power Secure Wealth Planning Group's digital infrastructure, from frameworks to analytics platforms.

mOxie

JavaScript libraries

WP Rocket

Caching

Moove GDPR Consent

Cookie compliance

jQuery UI

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Secure Wealth Planning Group is located in Boca Raton, Florida, US.

You can reach Secure Wealth Planning Group at +15613402667.

Secure Wealth Planning Group generates an estimated annual revenue of $3,795,715. This revenue figure reflects the company's market position and business performance in its industry.

Secure Wealth Planning Group has an estimated valuation of $12,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Secure Wealth Planning Group was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Secure Wealth Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Secure Wealth Planning Group

Renan Guillou

Vice President - Senior Wealth Management Advisor

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