SFP Wealth
Financial Services • 
Waban, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 100 William Street, Suite 300, Wellesley, MA 02481, US |
| Phone number | +17812392020 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Certified Financial Planner (Cfp®), Accredited Investment Fiduciary (Aif®), Chartered Life Underwriter (Clu®), Chartered Plan Fiduciary Advisor (Cpfa®), Chartered Retirement Planning Counselor (Crpc®), Chartered Retirement Plans Specialist (Crps®) |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
Key Contacts at SFP Wealth
Raymond Pedrick
Managing Director/Financial Advisor
Dan Mcdonnell
Director, Retirement Plans
Leslie Rollins
Director Of Client Operations, Sfp Wealth
SFP Wealth Email Formats
SFP Wealth uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About SFP Wealth
SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture. By uniting the goals you hope to achieve with a dedicated team of financial professionals, we will empower you to focus on accomplishing the things you value most. We are driven to help clients achieve success. Our financial professionals dedicate their experience across a wide range of disciplines to help simplify the complexities of the financial world. From individual investors and families to executives and small-to-midsize businesses, we work with clients who value a team-driven approach to enhancing financial wellness. Our time-honored process is tailored to our clients situation - no two clients are the same, and no two clients are treated alike. At SFP Wealth, we strive to have each client know our financial professionals, and our financial professionals know each client. This foundation provides unrivaled perspective, objectivity and collaboration as we collectively pursue your financial success. Disclosure: Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor, Boston, MA 02210. 617-585-4500. CRN202612-5396892 Licenses: https://www.sfpwealth.com/licenses-page
SFP Wealth revenue & valuation
| Annual revenue | $2,908,870 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SFP Wealth has 27 employees across 5 departments.
Departments
Number of employees
Funding Data
SFP Wealth has never raised funding before.
SFP Wealth Tech Stack
Discover the technologies and tools that power SFP Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
JavaScript libraries
Security
JavaScript libraries
Canada
Denmark
Germany
Italy
United Kingdom
Frequently asked questions
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