Southwest Financial Services Revenue

Financial Services • Tigard, Oregon, United States • 1-10 Employees

Southwest Financial Services revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Southwest Financial Services

Daniel Kelly

President

Company overview

Headquarters	9600 SW Oak St Ste 560, Tigard, OR 97223, US
Phone number	+15036207100
Website	sw-financial.net
NAICS	52
SIC	738
Keywords	Investments, Tax Planning, Accounting, Education Planning, Payroll Services, Insurance, Financial Planning, Tax Preparation, Retirement Accounts
Founded	1980
Employees	1-10
Socials

About Southwest Financial Services

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Susan Gilman is a Registered Representative and Investment Advisor Representative through KMS Financial Services, Inc. Southwest Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm. This site may contain links to articles or other information that may be contained on a third-party website. KMS Financial Services does not control, adopt, or endorse content contained on third party websites.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Southwest Financial Services has never raised funding before.

Frequently asked questions

Southwest Financial Services is located in Tigard, Oregon, US.

You can reach Southwest Financial Services at +15036207100.

Southwest Financial Services generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Southwest Financial Services has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Southwest Financial Services was founded in 1980, making it 46 years old. The company has established itself as a significant player in its industry over this time.

Southwest Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Southwest Financial Services

Daniel Kelly

President

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