Traditions Wealth & Legacy Planning Revenue

Financial Services • Lake Mary, Florida, United States • 1-10 Employees

Traditions Wealth & Legacy Planning revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Traditions Wealth & Legacy Planning

Shaquana Nelson

Director Of Client Relations

Company overview

Headquarters	801 International Parkway, Suite 500, Lake Mary, Florida 32746, US
Phone number	+14075533573
Website	traditionswealthlegacy.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Trust Planning
Founded	2022
Employees	1-10
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About Traditions Wealth & Legacy Planning

I started Traditions Wealth & Legacy Planning because I believe families and individuals should be able to create a legacy that rivals a historical company or institution. My philosophy is to invest into every person’s greatest asset, which is themselves and the individuals they care most about. It is my firm belief that every person has the potential to create the type of wealth that can impact more than one lifetime. I look forward to working with you and your family in an effort to make this belief a reality.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Traditions Wealth & Legacy Planning has never raised funding before.

Traditions Wealth & Legacy Planning Tech Stack

Discover the technologies and tools that power Traditions Wealth & Legacy Planning's digital infrastructure, from frameworks to analytics platforms.

SiteGround

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jQuery

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PHP

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WordPress

Blogs

Divi

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Google Analytics

Analytics

Yoast SEO

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Frequently asked questions

Traditions Wealth & Legacy Planning is located in Lake Mary, Florida, US.

You can reach Traditions Wealth & Legacy Planning at +14075533573.

Traditions Wealth & Legacy Planning generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Traditions Wealth & Legacy Planning has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Traditions Wealth & Legacy Planning was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Traditions Wealth & Legacy Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Traditions Wealth & Legacy Planning

Shaquana Nelson

Director Of Client Relations

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