Wealth and Retirement Advisors
Financial Services • 
Charlotte, North Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 11121 Carmel Commons Blvd Ste 160, Charlotte, NC 28226, US |
| Phone number | +17049267555 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | College Planning, Estate Planning, Tax-Free Retirement, Federal Benefits |
| Employees | 11-20 |
Key Contacts at Wealth and Retirement Advisors
Rick Aiken
President & Founder
Kristina Pace
Director Of Client Services
Rick Aiken
President & Founder
Wealth and Retirement Advisors Email Formats
Wealth and Retirement Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wradvisorsllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wradvisorsllc.com | 100% |
About Wealth and Retirement Advisors
The financial market in the future is remarkably at odds due to the markets riding high and interest rates staying low. We have found that having a plan for retirement is key to making a sound financial future. Wealth and Retirement Advisors provides a seamless and stress-free approach to turn active income to passive income. Being well verse in the different life changes a person may encounter, we are able to help our clients from making costly financial mistakes in the future. We help our clients to maximize their cash flow on a tax-deferred basis and protect and grow their current and future assets, enabling our clients to make value-based decisions. Along with our vast knowledge in financial planning, we also can help clients secure their children’s future with college planning. In the last 40 years the cost of college has increased 7 to 8% each year. We help clients to better understand the application process so the filing process is successful. We educate families on the assets that are taken into consideration when the U.S. Department of Education calculates your expected family contribution. Wealth and Retirement advisors is dedicated to helping families to lower their out-of-pocket cost and get the maximum amount of money from each school
Wealth and Retirement Advisors revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth and Retirement Advisors has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Wealth and Retirement Advisors has never raised funding before.
Slovenia
United Kingdom
Indonesia
Frequently asked questions
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