Strategic Financial Services Houston Revenue

Financial Services • Bellaire, Texas, United States • 1-10 Employees

Strategic Financial Services Houston 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 Strategic Financial Services Houston

Sara Dicamillo Ferrell

Client Services Director

Company overview

Headquarters	Bellaire, Texas, United States
Phone number	+12818220272
Websites	sfsplanning.com sfshouston.com
NAICS	52
Keywords	Retirement Planning, Business Planning, Investment Management, Individual Financial Planning, Insurance Strategies, Estate & Legacy Planning, Women And Wealth
Founded	2005
Employees	1-10

About Strategic Financial Services Houston

Our firm's mission is to listen to you, help you evaluate your priorities, crystallize your goals together with you, provide education as a product-agnostic advisor, provide financial strategies, and build a custom plan around your vision and decisions. We then monitor your plan's progress using real-time tools and technology, and make adjustments as your life changes. Whether you are a high net-worth individual, an entrepreneur, a couple, or a growing family, we consider you part of our inner circle of friends and family. Our alliance with Trek Financial brings another level of expanded resources and expertise to our team, allowing us to handle even the most complex estates. "We are accredited, independent financial advisors with access to all the latest financial products, strategies and portfolio designs. But above and beyond that, we're here for our clients' life celebrations - and we're here walking them through difficult times, too." - Deborah Sopher, Founder Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Strategic Financial Services Houston has never raised funding before.

Strategic Financial Services Houston Tech Stack

Discover the technologies and tools that power Strategic Financial Services Houston's digital infrastructure, from frameworks to analytics platforms.

Centminmod

Web servers

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Site Kit

Analytics

Vimeo

Video players

WPForms

Form builders

Twenty Twenty

WordPress themes

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Strategic Financial Services Houston is located in Bellaire, Texas, US.

You can reach Strategic Financial Services Houston at +12818220272.

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

Strategic Financial Services Houston 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.

Strategic Financial Services Houston was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Strategic Financial Services Houston

Sara Dicamillo Ferrell

Client Services Director

4.8

40,000 users