


WealthScorz Financial Group Revenue
Financial Services • Berkeley Heights, New Jersey, United States • 1-10 Employees
WealthScorz Financial Group revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at WealthScorz Financial Group
Chris Holland
Director of Investments
Company overview
| Headquarters | 391 Springfield Ave, Suite 1E, Berkeley Heights, New Jersey 07922, US |
| Phone number | +19082085378 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Management, Annuities, Retirement Planning, Financial Planning, 401(K), Portfolio, Private Wealth Management, Allocations, Reirement |
| Founded | 2022 |
| Employees | 1-10 |
About WealthScorz Financial Group
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. Our Philosophy As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Our Process A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
WealthScorz Financial Group has never raised funding before.
WealthScorz Financial Group Tech Stack
Discover the technologies and tools that power WealthScorz Financial Group's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
JavaScript libraries
CMS
Maps
JavaScript libraries
Programming languages
Security
Widgets
Analytics
JavaScript libraries
CDN
Frequently asked questions
4.8
40,000 users



