


Susko Wealth Advisors
Investment Management • United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +16107060900 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2002 |
| Employees | 1-10 |
Key Contact at Susko Wealth Advisors
Jaime Susko Bollinger
President | Wealth Advisor
Susko Wealth Advisors Email Formats
Susko Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@suskowealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@suskowealthadvisors.com | 100% |
About Susko Wealth Advisors
Where do you see yourself in 5, 15 or even 25 years? Are you already retired and, if not, when do you want to retire? How do you envision your future journey? What kind of legacy do you want to leave behind? If you’re a business owner, do you eventually plan to sell your company or do you want it to become a multi-generational family business? Do you have a plan for executive succession? Do you want to offer your employees a retirement plan? Your financial goals take planning and action – because you’re not going to get where you want to go by hoping for the best or leaving it to chance. You need a road map, directions, guidance and regular maintenance to strive toward your destination. That’s what Susko Wealth Advisors does. We spread the map out in front of you and give you all your options. Jaime will deliver their recommendations and provide guidance for you to make the final decision. She monitors your progress to make sure you stay on track. Jaime is the ultimate GPS and you are the drive. They are determined to get you where you want to go.
Susko Wealth Advisors revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Susko Wealth Advisors has never raised funding before.
Susko Wealth Advisors Tech Stack
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Frequently asked questions
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