Sunny Day Financial

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

Company overview

Headquarters	4324 Mapleshade Lane, #270, Plano, Texas 75093, US
Website	sunnydayfinancial.com
NAICS	52
Founded	2023
Employees	1-10

Key Contact at Sunny Day Financial

Karen Umpierre

Wealth Management Associate and Director of Client Experience

About Sunny Day Financial

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner. It’s our mission to coordinate all aspects of your financial picture to help you achieve your goals. Securities offered through Avantax Investment Services℠ , Member FINRA, SIPC. www.finra.org www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency Please visit www.avantaxwealthmanagement.com/social_policy for more information

Sunny Day Financial revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Sunny Day Financial has never raised funding before.

Frequently asked questions

Sunny Day Financial is located in Plano, Texas, US.

Sunny Day Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sunny Day Financial

Karen Umpierre

Wealth Management Associate and Director of Client Experience

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