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Wealth Preservers Group

Wealth Preservers Group Revenue

Financial ServicesFlag of USOrange, Virginia, United States1-10 Employees

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Wealth Preservers Group revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Wealth Preservers Group

Flag of US

Richard Aldridge

Owner

Company overview

Headquarters128 Belleview Avenue, Suite 101, Orange, Virginia 22960, US
Phone number+15406720046
Website
NAICS52
SIC628
Keywords
Retirement Planning, Business Planning, Estate Planning, Investments And Insurance
Founded1994
Employees1-10

About Wealth Preservers Group

Wealth Preservers Group LLC is a financial services firm that has been doing business in the Atlantic Coast and Southeastern Regions of the United States for more than 25 years. Our staff is dedicated to helping individuals, families and businesses build and protect their financial futures. Our investment securities are brokered through Cambridge Investment Research Inc., a Broker-dealer. We also offer individual and business, health, life and disability insurance products. Each individual family or business has its own special needs. Our areas of expertise include, but are not limited to, Needs Analysis and Plan Implementation in the areas of Business Continuation and Employee Benefits, Estate Protection, Income Replacement with Long Term Care Protection, Retirement Planning, and Educational Funding. Rick Aldridge, owner of Wealth Preservers Group LLC, has been a resident of Orange, Virginia for the past 20 years. His office is located at 128 Belleview Ave, Suite 101 in historic downtown Orange. Rick grew up in Florence, Alabama and attended the University of North Alabama. Rick built his successful financial services practice the old fashion way with hard work, common sense solutions, and great customer service. Rick, a very civic minded person, is a member of two local Lions Clubs, the Chamber of Commerce, the Orange Downtown Alliance, and the Better Business Bureau. Please do not hesitate to give Rick a call for a free financial consultation regarding your personal and business planning needs. Rick can be reached locally at 1-540-672-0046, toll free 1-888-269-9697, and via email rick@wealthpreserversgroupllc.com. Richard Aldridge is a registered representative who offers securities through Cambridge Investment Research, Inc., a member FINRA/SPIC. Richard Aldridge, a registered representative doing business as Wealth Preservers Group LLC. Wealth Preservers Group LLC is not owned or operated by Cambridge Investment Research, Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Wealth Preservers Group has never raised funding before.

Frequently asked questions

Wealth Preservers Group is located in Orange, Virginia, US.
You can reach Wealth Preservers Group at +15406720046.
Wealth Preservers Group generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Wealth Preservers Group has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Wealth Preservers Group was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
Wealth Preservers Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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