Upton Financial Group Email Formats
Financial Services • 
Santa Rosa, California, United States • 1-10 Employees
Upton Financial Group Email Formats
Upton Financial Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@uptonco.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@uptonco.com | 100% |
Key Contact at Upton Financial Group
Walter Lipski
President, Arizona Office
Company overview
| Headquarters | 131 Stony Circle, Santa Rosa, California 95401, US |
| Phone number | +14806665556 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 1995 |
| Employees | 1-10 |
About Upton Financial Group
Upton Financial Group is a California and Arizona-based advisory firm specializing in business value strategies and solutions. Our mission is to advise business owners on how to create and capture value in their businesses to meet their personal, professional and financial objectives. We help create value by formally establishing the value today, and then preparing and executing a plan to optimize the future value based on the owner’s desired exit strategy. We capture value one of three ways: 1. Sale (merger with or acquisition by a third party); 2. Succession (internal transfer of the business); 3. Dissolution (an orderly sale of assets). We focus on people, not faceless corporate entities. We serve the people entrusted with the responsibility for these businesses and the people affected by the decisions that will be made
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Upton Financial Group has never raised funding before.
Australia
Korea, Republic of
Frequently asked questions
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