


USA Wealth Group Revenue
Financial Services • North Dartmouth, Massachusetts, United States • 1-10 Employees
USA Wealth Group revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contact at USA Wealth Group
Jennifer L. Ferreira
Director Of Client Services
Company overview
| Headquarters | 352 Faunce Corner Road, North Dartmouth, Massachusetts 02747, US |
| Phone number | +13829311 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning And Retirement Planning |
| Founded | 1969 |
| Employees | 1-10 |
| 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
Funding Data
USA Wealth Group has never raised funding before.
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