


Service Financial Revenue
Financial Services • Whitefish Bay, Wisconsin, United States • 11-20 Employees
Service Financial revenue & valuation
| Annual revenue | $11,000,000 |
| Revenue per employee | $731,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,100,000 |
| Total funding | No funding |
Key Contacts at Service Financial
John Michael Stevens
Founder
John Michael Stevens
Founder
Mary Symes
Marketing Director
Company overview
| Headquarters | P.O. Box 170186, Whitefish Bay, WI 53217, US |
| Phone number | +14142730300 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Banking, Financial Services, Venture Capital, Commercial Lending, Residential Mortgages, Technology, Insurance, Financial Planning, Alternative Investments, Alternative Lending, Self Directed Ira, Broker Dealer, Equity Raises, Sdira |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
Service Financial Email Formats
Service Financial uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Service Financial
We’re all about making you money! Whether you are a business owner or an individual, you deserve a partner that can help you to achieve the best financial result. Service Financial can help you define your objectives, preserve your assets, increase your income and reduce your tax burden. Our goal is to help you build substantial and sustainable wealth. We are a nationwide leader in helping clients succeed by providing them a Self Directed IRA (SDIRA) solution that exactly meets their needs. Service Financial is a comprehensive financial services company. By continually leveraging new technology and providing customized solutions, we deliver the highest degree of service to our clients and our partners. Business Owners: When you're looking to raise money to grow your current business or purchase a new business, turn to the experts. Service Financial provides unique solutions exclusively for institutional clients. Individuals: You deserve a lifetime of financial independence. That's why we offer a full line of products and services to help you prepare for every chapter of your life. Business Partners: If you're involved with mergers and acquisitions, lending, business consulting, banking, or accounting and are looking for an innovative partnership service designed to add dimension to your business, Service Financial is interested in speaking with you.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Service Financial has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Service Financial has never raised funding before.
Service Financial Tech Stack
Discover the technologies and tools that power Service Financial's digital infrastructure, from frameworks to analytics platforms.
Reverse proxies
Web servers
Frequently asked questions
4.8
40,000 users



