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Sierra Consulting Group

Sierra Consulting Group Revenue

Financial ServicesFlag of USRoseville, California, United States21-50 Employees

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Sierra Consulting Group revenue & valuation

Annual revenue$2,053,320
Revenue per employee$86,000
Estimated valuation?$6,600,000
Total fundingNo funding

Key Contacts at Sierra Consulting Group

Flag of US

Jane Isola

Director Of Operations

Flag of US

Jane Isola

Director Of Operations

Company overview

Headquarters1013 Galleria Blvd, Suite 290, Roseville, California 95678, US
Phone number+15858984080423
Websites
NAICS52
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
Founded1992
Employees21-50
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.

FormatExamplePercentage
{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

Director
Entry

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

Sierra Consulting Group is located in Roseville, California, US.
You can reach Sierra Consulting Group at +15858984080423.
Sierra Consulting Group generates an estimated annual revenue of $2,053,320. This revenue figure reflects the company's market position and business performance in its industry.
Sierra Consulting Group has an estimated valuation of $6,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Sierra Consulting Group was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.
Sierra Consulting Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

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most used
tier 1 accuracy

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