Spectrum Financial Resources
Financial Services • 
1661 W Big Beaver Rd, Troy, United States • 1-10 Employees
Company overview
| Headquarters | 1661 W Big Beaver Rd, Troy, Michigan 48084, US |
| Phone number | +12486430033 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Stocks, Tax Planning, Trusts, Wills, Tax Preparation, Notary, Insurance Evaluation |
| Founded | 1986 |
| Employees | 1-10 |
| Socials |
Key Contact at Spectrum Financial Resources
Daniel Hoban
Owner
Spectrum Financial Resources Email Formats
Spectrum Financial Resources uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@spectrumfr.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@spectrumfr.com | 100% |
About Spectrum Financial Resources
Spectrum Financial Resources is a full-service financial planning firm with a history of helping our clients work toward their goals for financial well-being. We are trained professionals with over 100 years of combined experience. It is always our objective to establish long-term relationships with our clients, and this is evidenced by the fact that many of them have been with us for at least 20+ years. We are dedicated to the following commitments: To develop a deep understanding of our client's needs and lifestyle. To help manage and coordinate all aspects of our client's financial situation including investments, income taxes, retirement and estate planning. To offer strategies to best meet a clients unique needs and accomplish their objectives. While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: • Portfolio Evaluation & Management • Retirement Strategies • Income Tax Evaluation & Planning • Insurance Evaluation • Education Funding Planning • Estate Planning • Annuities We invite you to experience the Spectrum difference for a brighter tomorrow! Call 248-643-0033 for a free consultation! Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory and tax services offered through Spectrum Financial Resources. United Planners and Spectrum Financial Resources are not affiliated.
Spectrum Financial Resources revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $1,310,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Spectrum Financial Resources has 5 employees across 2 departments.
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Number of employees
Funding Data
Spectrum Financial Resources has never raised funding before.
Spectrum Financial Resources Tech Stack
Discover the technologies and tools that power Spectrum Financial Resources's digital infrastructure, from frameworks to analytics platforms.
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Italy
Singapore
United Arab Emirates
Frequently asked questions
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