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USA Wealth Group

USA Wealth Group Revenue

Financial ServicesFlag of USNorth Dartmouth, Massachusetts, United States1-10 Employees

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USA Wealth Group revenue & valuation

Annual revenue$769,995
Revenue per employee$86,000
Estimated valuation?$2,500,000
Total fundingNo funding

Key Contact at USA Wealth Group

Flag of US

Jennifer L. Ferreira

Director Of Client Services

Company overview

Headquarters352 Faunce Corner Road, North Dartmouth, Massachusetts 02747, US
Phone number+13829311
Website
NAICS52
SIC628
Keywords
Financial Planning And Retirement Planning
Founded1969
Employees1-10
Socials

About USA Wealth Group

USA Wealth Group, Inc. is a team of experienced professionals dedicated to helping our clients create a plan for a confident financial present and future. Collectively, we have years of experience helping clients define their goals and create retirement income strategies. Our mission is to help you create income in retirement and preserve family wealth. We will help you set goals, review your assets and budget, and design a Wealth Management Plan with specific strategies to achieve your goals. We offer guidance and advice to our clients in every aspect of these fields: • Retirement Income Planning • Tax Efficient Strategies • Long-Term Care • 401(k) & IRA Rollovers/Pension Choices • Mortgage Planning • Social Security Optimization • Annuities • Life Insurance • Funeral & Burial Insurance • Charitable Planning USA Wealth Group Inc. is not affiliated with or endorsed by the US Government or any governmental agency. Insurance products are offered through the insurance business USA Wealth Group, Inc. USA Wealth Group, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by USA Wealth Group, Inc. are not subject to Investment Advisor requirements. 1791853 - 05/23

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Manager

Funding Data

USA Wealth Group has never raised funding before.

USA Wealth Group Tech Stack

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Astra

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WordPress themes

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Animate.css

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UI frameworks

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jQuery

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WordPress

WordPress

Blogs

Google Analytics

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Analytics

The Events Calendar

The Events Calendar

WordPress plugins

Google Workspace

Google Workspace

Email

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

USA Wealth Group is located in North Dartmouth, Massachusetts, US.
You can reach USA Wealth Group at +13829311.
USA Wealth Group generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.
USA Wealth Group has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
USA Wealth Group was founded in 1969, making it 57 years old. The company has established itself as a significant player in its industry over this time.
USA Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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