Simplified Financial
Financial Services • 
Catawba Springs, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 2614 N Hwy 16 Business, Denver, NC 28037, US |
| Phone number | +19802227404 |
| Website | |
| NAICS | 52 |
| Keywords | Divorce, Retirement, Social Security, Widow, Retirees |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Simplified Financial
Carmen Andrews
Finacial Advisor/Owner
Simplified Financial Email Formats
Simplified Financial uses 1 email format. The most common is {first initial} (e.g., j@simplified-financial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@simplified-financial.com | 100% |
About Simplified Financial
Simplified Financial, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing. Our primary objective is to assist clients in reaching their financial goals by removing the complexity often associated with financial management. Headquartered in the beautiful city of Denver, NC, Simplified Financial proudly serves the entire Lake Norman region along with its surrounding areas. With our strong presence in the community, we are committed to providing personalized financial solutions tailored to the unique needs of each client. Simplified Financial, LLC, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing. Our primary objective is to assist clients in reaching their financial goals by removing the complexity often associated with financial management. Securities offered through LPL Financial, member SIPC https://www.sipc.org/. Investment advice offered through Great Valley Advisor Group, an SEC-registered investment adviser. Simplified Financial, LLC and Great Valley Advisor Group are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.simplified-financial.com.
Simplified Financial revenue & valuation
| Annual revenue | $687,199 |
| Revenue per employee | $172,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Simplified Financial has never raised funding before.
South Africa
Canada
Frequently asked questions
4.8
40,000 users
