Townsend
Financial Services • 
Westminster, Colorado, United States • 51-100 Employees
Company overview
| Headquarters | 2761 West 120th Avenue, Ste 200, Westminster, 80234, US |
| Phone number | +13034525986 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Education, Estate Planning, Investment Research, Tax Reduction Strategies, Comprehensive Retirement Planning, 401(K) Allocation Recommendations, 401(K)/Pension Plan Consulting, 401(K)/Pension Rollovers, In-Depth Portfolio Design |
| Founded | 1990 |
| Employees | 51-100 |
| Socials |
Key Contact at Townsend
Shawn Kelly
President - Chief Operating and Financial Officer
Townsend Email Formats
Townsend uses 1 email format. The most common is {first name} (e.g., john@townsendretirement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@townsendretirement.com | 100% |
About Townsend
Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com
Townsend revenue & valuation
| Annual revenue | $7,699,950 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Townsend has 12 employees across 6 departments.
Departments
Number of employees
Funding Data
Townsend has never raised funding before.
Townsend Tech Stack
Discover the technologies and tools that power Townsend's digital infrastructure, from frameworks to analytics platforms.
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Hosting
Mexico
United Kingdom
Netherlands
Italy
Frequently asked questions
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