WealthFlow Financial
Financial Services • 
Frederick, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 6 W 2nd St, Frederick, Maryland 21701, US |
| Phone number | +13017985250 |
| Website | |
| NAICS | 52 |
| Keywords | Asset Management, Retirement Planning, Business Insurance, Life Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Investment Advisors, Defined Benefits, Federal Benefits Consultants |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at WealthFlow Financial
Liana Hallam
Director Of Operations
WealthFlow Financial Email Formats
WealthFlow Financial uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthflowfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthflowfinancial.com | 66.7% |
{first initial}{last name} | jdoe@wealthflowfinancial.com | 33.3% |
About WealthFlow Financial
WealthFlow Financial is an independent retirement planning and insurance agency with offices in Frederick, MD and Chadds Ford, PA. We help people retire comfortably through safer investment strategies. Our mission is to work closely with our clients to design retirement strategies that provide confidence and clarity while also helping to protect their future. Using customized strategies that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents. WealthFlow Financial is insurance licensed in MD, DC, VA, WV, DE, PA, NC, SC, GA, and FL. Certa Advisors LLC does not offer tax advice. Tax planning and preparation offered through Certa Tax Services LLC. Investment advisory services offered through NorthPeak Financial Inc., an Investment Adviser registered in the state of Maryland. To learn more about WealthFlow Financial, visit http://wealthflowfinancial.com
WealthFlow Financial revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
WealthFlow Financial has never raised funding before.
WealthFlow Financial Tech Stack
Discover the technologies and tools that power WealthFlow Financial's digital infrastructure, from frameworks to analytics platforms.
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