Wasson Investment Services

Investment Management • Rohnert Park, California, United States • 1-10 Employees

Company overview

Headquarters	6020 Commerce Blvd, 122, Rohnert Park, California 94928, US
Phone number	+17073187006
Website	noworryretirement.com
NAICS	5231
SIC	628
Founded	2006
Employees	1-10
Socials

Key Contact at Wasson Investment Services

David Wasson

Owner

Wasson Investment Services Email Formats

Wasson Investment Services uses 1 email format. The most common is {last name} (e.g., doe@noworryretirement.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@noworryretirement.com	100%

About Wasson Investment Services

Located in the heart of the Wine Country, we have been serving the residents of the Sonoma County since 1999, providing them with a strong, stable foundation where not only wealth, but also family values are protected, nurtured and grown. Wasson Investment Services offers wealth, value, and purpose for you, your children and for generations to come. Dave has an extensive background in business and estate planning with expertise in planning income tax free or tax advantaged retirement income. Specializing in creating wealth through a diversified and disciplined choice of the appropriate investments. If preserving wealth is your goal then our focus will shift to products guaranteed* to preserve your principal and your income, again based on your unique goals. Building wealth is our business. We provide customized wealth management solutions to help you develop and implement an intelligent long-term investment strategy, customized to your unique goals, resources and tolerance for risk.

Wasson Investment Services revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Wasson Investment Services has never raised funding before.

Frequently asked questions

Wasson Investment Services is located in Rohnert Park, California, US.

You can reach Wasson Investment Services at +17073187006.

Wasson Investment Services was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Wasson Investment Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wasson Investment Services

David Wasson

Owner

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