


Triplett-Westendorf Financial Group
Financial Services • Ankeny, Iowa, United States • 1-10 Employees
Company overview
| Headquarters | 1680 SW Ankeny Road, Suite 1A, Ankeny , Iowa 50023, US |
| Phone number | +15155288632 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Budgeting, Risk Management, Financial Advise, Investment Management, Retirement Income Planning, Social Security Planning, Investment Advise |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Triplett-Westendorf Financial Group
Troy Westendorf
President & Founder
About Triplett-Westendorf Financial Group
We believe that an enjoyable and lasting retirement is dependent on securing sustainable income. It is a shame to see someone work their entire life only to end up worried and anxious in retirement because they did not plan to replace their paycheck with income they cannot outlive. Your desired lifestyle is reliant on your ability to maximize your guaranteed income sources such as: Social Security, Pension, and additional lifetime income from personal savings. Outliving your money is not an option. We’re likely to introduce you to strategies that other financial firms won’t. That is because they either don’t understand them, or because they don’t align with the financial objectives of their firm. It’s our belief that your retirement savings should be maximized for your benefit, not ours or that of our company. You deserve clarity, transparency, and the comfort of owning an income stream that will last as long as you do regardless of economic conditions. You’re busy, we understand that. Your personal and professional life will occupy most of your time, but you cannot ignore your financial life. With us, you’ll get your arms around your financial life. We’ll do this together by taking a detailed inventory of your resources and goals. You’ll get a clear picture of where you are and what you need to do in order to achieve your desired outcome. You get answers to your questions and an education that will empower you to take control. Together, we take the worry out of your money.
Triplett-Westendorf Financial Group revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Triplett-Westendorf Financial Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Triplett-Westendorf Financial Group has never raised funding before.
Frequently asked questions
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