STRIVE Wealth & Protection Planning Revenue

Financial Services • Meridian, Idaho, United States • 1-10 Employees

STRIVE Wealth & Protection Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at STRIVE Wealth & Protection Planning

Jed Reese

President & CEO | 401(k) Specialist

Company overview

Headquarters	3597 E Monarch Sky Ln, Suite 240, Meridian, Idaho 83646, US
Phone number	+12088530600
Website	striveplanning.com
NAICS	52
SIC	628
Founded	2013
Employees	1-10
Socials

STRIVE Wealth & Protection Planning Email Formats

STRIVE Wealth & Protection Planning uses 1 email format. The most common is {first initial} (e.g., j@striveplanning.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@striveplanning.com	100%

About STRIVE Wealth & Protection Planning

Our Agency: STRIVE Wealth & Protection Planning specializes in providing comprehensive financial solutions for business and individuals with an emphasis in corporate benefit plans and financial planning. Mission Statement:: At STRIVE Wealth & Protection Planning, we will lead our clients to informed decisions for their financial future through education, communication, and personalized service. Core Values (STRIVE): - Service - Trust - Relationships - Integrity - Vision - Excellence STRIVE Wealth & Protection Planning LLC is not a registered investment advisor. Advisory services are offered through Clear Creek Financial Management LLC, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by STRIVE Wealth & Protection Planning LLC or Clear Creek Financial Management LLC unless a client service agreement is in place. There is no common ownership or control between STRIVE Wealth & Protection Planning LLC and Clear Creek Financial Management LLC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

STRIVE Wealth & Protection Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

STRIVE Wealth & Protection Planning has never raised funding before.

Frequently asked questions

STRIVE Wealth & Protection Planning is located in Meridian, Idaho, US.

You can reach STRIVE Wealth & Protection Planning at +12088530600.

STRIVE Wealth & Protection Planning generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

STRIVE Wealth & Protection Planning has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

STRIVE Wealth & Protection Planning was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

STRIVE Wealth & Protection Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at STRIVE Wealth & Protection Planning

Jed Reese

President & CEO | 401(k) Specialist

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