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Strategic Financial Solutions

Strategic Financial Solutions Revenue

Financial ServicesFlag of USCedar Rapids, Iowa, United States21-50 Employees

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Strategic Financial Solutions revenue & valuation

Annual revenue$18,300,000
Revenue per employee$702,000
Estimated valuation?$58,400,000
Total fundingNo funding

Key Contacts at Strategic Financial Solutions

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Linda Kappler

Director Of Client Experience

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Julie Johnson

Client Services Director

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Dan Milano

Ceo

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Dan Milano

Owner

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Julie Johnson

Client Services Director

Company overview

Headquarters222 3rd Ave SE, 280, Cedar Rapids, Iowa 52401, US
Phone number+18592683218
Websites
NAICS52
Founded1990
Employees21-50
Socials

Strategic Financial Solutions Email Formats

Strategic Financial Solutions uses 2 email formats. The most common is {first name} (e.g., john@retiresfs.com), used 80% of the time.

FormatExamplePercentage
{first name}
john@retiresfs.com
80%
{first initial}
j@retiresfs.com
20%

About Strategic Financial Solutions

Who is Strategic Financial Solutions, LLC? We are a values based financial services firm, dedicated to providing professional ongoing service experience in the area of: Corporate Retirement Plans Executive Retirement/Compensation Strategies Wealth Management for individuals and endowments Individual Financial Planning Our processes focus on assisting our clients in addressing the potential issues of the day; specifically: Non-Sufficient funds at retirement Loss of net worth and financial security Income tax and expense management Loss of key personnel (along with the value of the relationships they bring to your firm) Our processes are designed to focus on the opportunities available in the market place and subsequently deliver to you, our client, a clear plan for implementation, and assist you with your ultimate goal achievement. We operate in cooperation with our corporate clients, as a strategic partner, to provide your employees flexible investment solutions, a superior education continuum, high quality communications, and access to personalized assistance. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. © Strategic Financial Solutions, LLC.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Strategic Financial Solutions has 18 employees across 7 departments.

Departments

Number of employees

Funding Data

Strategic Financial Solutions has never raised funding before.

Strategic Financial Solutions Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Amazon S3

Amazon S3

CDN

Frequently asked questions

Strategic Financial Solutions is located in Cedar Rapids, Iowa, US.
You can reach Strategic Financial Solutions at +18592683218.
Strategic Financial Solutions generates an estimated annual revenue of $18,243,556. This revenue figure reflects the company's market position and business performance in its industry.
Strategic Financial Solutions has an estimated valuation of $58,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Strategic Financial Solutions was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
Strategic Financial Solutions has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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