


Succession Financial Revenue
Financial Services • • 1-10 Employees
Succession Financial 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 Succession Financial
Eric E. Wolfe
Senior Financial Advisor, Founder
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Succession Financial Email Formats
Succession Financial uses 2 email formats. The most common is {second initial}{last name} (e.g., odoe@succession-financial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{second initial}{last name} | odoe@succession-financial.com | 66.7% |
{first name}{last name} | johndoe@succession-financial.com | 33.3% |
About Succession Financial
Your Financial Dreams, Our Expertise At Succession Financial, we empower you to navigate life’s financial journey confidently. We are committed to simplifying and coordinating your investment, tax, insurance, and estate planning needs under one roof. Schedule a Consultation Our mission is to help you strike a balance between meeting the demands of today and securing
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Succession Financial has never raised funding before.
Frequently asked questions
4.8
40,000 users



