


Sierra Consulting Group Revenue
Financial Services • Roseville, California, United States • 21-50 Employees
Sierra Consulting Group revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Key Contacts at Sierra Consulting Group
Jane Isola
Director Of Operations
Jane Isola
Director Of Operations
Company overview
| Headquarters | 1013 Galleria Blvd, Suite 290, Roseville, California 95678, US |
| Phone number | +15858984080423 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Planning, Business Succession Planning, Charitable Planning, Personal Cfo, Financial Consulting, Retirement Planning, Financial Planning, Estate Planning, Retirement Distribution Planning, Business Owner Planning, Insurance Analysis, Education Funding Strategies, Business Exit Consulting, 1013 Real Estate Exchanges, Employer Benefit Strategies |
| Founded | 1992 |
| Employees | 21-50 |
| Socials |
Sierra Consulting Group Email Formats
Sierra Consulting Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@sierraconsultinggroup.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@sierraconsultinggroup.com | 50% |
{first name}.{last name} | john.doe@sierraconsultinggroup.com | 50% |
About Sierra Consulting Group
David Stone, founder of Sierra Consulting Group, has been in the financial services industry since 1992. We currently offer a comprehensive approach to financial & business planning including, but not limited to, risk management, retirement planning, retirement distribution planning, estate planning strategies, investment planning, business succession planning, employer benefits coordination & planning, tax reduction strategies, and charitable planning. The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place, most successful individuals will not achieve their maximum potential over the course of a lifetime. Working with our experienced and multi-faceted team, clients quickly gain new insight on their own financial lives. We look forward to the opportunity to serve you. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CA Insurance License #0B01934
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Sierra Consulting Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Sierra Consulting Group has never raised funding before.
Frequently asked questions
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