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Wealth Consultants

Wealth Consultants

InsuranceFlag of USStamford, Connecticut, United States1-10 Employees

Company overview

Headquarters84 W Park Place, 3rd Floor, Stamford, CT 06901, US
Phone number+12033522940
Website
NAICS52
SIC641
Keywords
Retirement Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Estate Planning, Permanent Life Insurance, Irrevocable Life Insurance Trusts, Annuity Planning, Executive Incentive Bonus Plans
Founded1990
Employees1-10
Socials

Key Contact at Wealth Consultants

Flag of US

Donald Harmelin

Founder and President

Wealth Consultants Email Formats

Wealth Consultants uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wci-ct.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@wci-ct.com
100%

About Wealth Consultants

Don Harmelin, Founder of Wealth Consultants, Inc., has devoted more than 30 years advising successful business owners, highly compensated executives and high net worth families. The wisdom gained from more than 30 years of experience results in delivering custom solutions that protect, preserve and enhance family wealth - in ways affluent families had not previously imagined. Using inter-disciplinary, prudent tax efficient strategies, our clients realize profits, when others realize costs. Our clients realize living benefits from insurance products, and enjoy higher spendable income during retirement. Don brings a unique perspective from a three-generation family tradition of more than 100 years in the life insurance and financial services profession.

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Wealth Consultants revenue & valuation

Annual revenue$17,000,000
Revenue per employee$8,483,000
Estimated valuation?$54,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Wealth Consultants has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealth Consultants has never raised funding before.

Frequently asked questions

Wealth Consultants is located in Stamford, Connecticut, US.
You can reach Wealth Consultants at +12033522940.
Wealth Consultants was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
Wealth Consultants has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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