Stage Harbor Financial
Financial Services • 
Westwood, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 100 Lowder Brook Dr, Suite 2500, Westwood, Massachusetts 02090, US |
| Phone number | +17819343133 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Education Planning, Retirement Planning, Estate Planning, Investment Management, Risk-Mitigation Planning |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Stage Harbor Financial
Jim Scanlan
Director Of Business Development And Wealth Advisor
Stage Harbor Financial Email Formats
Stage Harbor Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@stageharborfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stageharborfinancial.com | 66.7% |
{first name}{last name} | johndoe@stageharborfinancial.com | 33.3% |
About Stage Harbor Financial
Stage Harbor Financial is a privately owned, independent advisory firm headquartered in Westwood, MA. Our team of comprehensive financial planners take great pride in the personal relationships we build with our clients, tailoring every aspect of our clients' plans to meet their specific needs. We go to great lengths to stay on top of cutting edge planning strategies and technology, helping to most efficiently deliver value to our clients. We believe that it is our job as your advisor to help you connect your financial resources to your life – so that you can feel secure and achieve your most meaningful goals. Stage Harbor Financial, LLC ("Stage Harbor") is a registered investment advisor ("RIA"), located in the state of Massachusetts. Stage Harbor provides investment advisory and related services for clients nationally. Stage Harbor will maintain all applicable registration and licenses as required by the various states in which Stage Harbor conducts business, as applicable. Stage Harbor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Stage Harbor Financial revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stage Harbor Financial has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Stage Harbor Financial has never raised funding before.
Stage Harbor Financial Tech Stack
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