Wells Financial Partners Revenue
Financial Services • 
Needham, Massachusetts, United States • 1-10 Employees
Wells Financial Partners revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contacts at Wells Financial Partners
Rick Beebe
Certified Financial Planner™ Practitioner, Financial Advisor, Owner
Stan Steinberg
Certified Financial Planner™ Practitioner, Financial Advisor, Owner
Company overview
| Headquarters | 197 First Avenue, Suite 350, Needham, MA 02494, US |
| Phone number | +16179690042 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Education Planning, Retirement Planning, Portfolio Management, Estate Planning, Risk Management Planning, Long Term Care/Asset Protection |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Wells Financial Partners Email Formats
Wells Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@wellsfinancialpartners.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wellsfinancialpartners.com | 70% |
{first name} | john@wellsfinancialpartners.com | 30% |
About Wells Financial Partners
Wells Financial Partners brings together a breadth of seasoned expertise to provide strategies in all aspects of your financial life. Through collaboration and a shared commitment to superior service, we provide you with a single coordinated team to help you face the many important financial decisions you encounter at every stage of your life. We believe in a thorough approach to financial planning. Whether you are a young adult building your future or if you are already enjoying your retirement. We work with you to sort out your goals and your priorities. Next, we help determine if you are on the pathway to achieving those goals. Finally, we may offer alternatives and perhaps different approaches to help you pursue and shape the lifestyle you desire. Wells Financial Partners, LLC. 197 First Avenue Suite 350, Needham, MA 02494 Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,CT,FL,GA,IL,MA,MD,ME,MI,MO,MS,NC,NH,NJ,NV,NY,PA,RI,SC,TX,UT,VA,VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wells Financial Partners has 5 employees across 1 departments.
Departments
Number of employees
Funding Data
Wells Financial Partners has never raised funding before.
Wells Financial Partners Tech Stack
Discover the technologies and tools that power Wells Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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