


The Wealth Store Revenue
Financial Services • Surprise, Arizona, United States • 1-10 Employees
The Wealth Store revenue & valuation
| Annual revenue | $7,474,301 |
| Revenue per employee | $1,869,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,000,000 |
| Total funding | No funding |
Key Contact at The Wealth Store
Collin Wilkinson
Director Of Education
Company overview
| Headquarters | 14985 W. Bell Rd, Suite 125, Surprise, Arizona 85374, US |
| Phone number | +16237483920 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Estate Planning, Debt Elimination, Foundation Planning, Leaving A Legacy, Guaranteed Retirement Income Strategies, Solutions To Fund Ltc Costs |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
About The Wealth Store
The Wealth Store provides clients with a team of professionals that initailly focus on Foundational Financial Solutions. What separates us from other advisors is we address the major road block that's in front of many of us having a great future and retirement. The issue is the debt we have, including mortgage, student loans and business debt. We teach our clients a strategy to pay off all of their debt, not consolidate or refinance it. Many of our clients are debt free in less than 9 years without spending any more money than now. What good is it to advise clients on saving, investments and insurance, if they can not control their financial and personal affairs because of an incapacity? We edcuate our clients on the about the documents to allow the control of their finances and medical decsions whether they are competent, incompetent or deceased. Living a 30 year retirement is becoming more of the norm. Becasue of this retirement longevity, it's become even more important to implement strategies to provide our clients with guaranted retirement income they can not out live. With the increased longevity we all have another issue many of us need to address is the cost of our Long Term Care. Medicare and traditional heath insurance doesn't cover the majority of cost around our long term care cost. The government steps in if you have improvished yourself. We have solutions that may help increase the longevity of your money if you should need to pay for care?
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Wealth Store has never raised funding before.
The Wealth Store Tech Stack
Discover the technologies and tools that power The Wealth Store's digital infrastructure, from frameworks to analytics platforms.
Tag managers
Hosting
CMS
Miscellaneous
Analytics
JavaScript frameworks
JavaScript frameworks
JavaScript libraries
Miscellaneous
Security
Analytics
Appointment scheduling
Frequently asked questions
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