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The Kocen Financial Group

The Kocen Financial Group Revenue

Financial ServicesFlag of USRancho Mirage, California, United States1-10 Employees

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The Kocen Financial Group revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Key Contact at The Kocen Financial Group

Flag of US

Bryan Kocen

President

Company overview

Headquarters35-900 Bob Hope Dr, Ste. 202, Rancho Mirage, California 92270, US
Phone number+17603244015
Website
NAICS52
Founded1991
Employees1-10
Socials

The Kocen Financial Group Email Formats

The Kocen Financial Group uses 1 email format. The most common is {first initial} (e.g., j@kfginc.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@kfginc.com
100%

About The Kocen Financial Group

The Kocen Financial Group, Inc. was founded by Bryan Kocen and the late Gail Kocen. Our firm specializes in the wealth management needs of successful working individuals and retirees. With more than 30 years of experience, we have helped hundreds of individuals and families clearly define their financial goals, evaluate their income needs and investment resources, identify potential tax savings, coordinate estate plans, and implement and manage personalized investment strategies. We strive to build long-term relationships with our clients and their families by providing professional service, proactive financial solutions, and straightforward advice now and in the years to come.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

The Kocen Financial Group has never raised funding before.

Frequently asked questions

The Kocen Financial Group is located in Rancho Mirage, California, US.
You can reach The Kocen Financial Group at +17603244015.
The Kocen Financial Group generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.
The Kocen Financial Group has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
The Kocen Financial Group was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.
The Kocen Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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