You First Financial Revenue

Investment Management • Holladay, Utah, United States • 1-10 Employees

You First Financial revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at You First Financial

David Krauser

Founder/Managing Member

Company overview

Headquarters	3115 E Lion Ln, Salt Lake City, Utah 84121, US
Phone number	+13859008137
Website	youfirstretirement.com
NAICS	5231
SIC	628
Keywords	Investments, Risk, Financial Advisor, Income, Life Insurance, Fiduciary, Portfolio Management, Long Term Care, Financial Planning, Estate Planning, Retirement, Roth, TSP, Annuity, Tax Efficiency, ETF, Federal Benefits, Rollover, Low Cost Investing, Social Secuity Maximization
Founded	2017
Employees	1-10
Socials

You First Financial Email Formats

You First Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@youfirstretirement.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@youfirstretirement.com	100%

About You First Financial

Retire with Confidence! Customized financial planning in Salt Lake City for your unique situation. Financial and investment planning - Using the latest technology offering risk score analysis, tax-loss harvesting, tax-coordinated portfolios. low-cost investing. Retirement Planning using budgeting, cash flow analysis, tax-efficiency, Social Security maximization, asset withdrawal strategies. Insurance strategies to protect what's most important to you. We offer analysis of life insurance, annuities, and long-term care. Complete Transparency! In fact, our fees are 25% lower than the industry standard. A client once asked, "Would you give this advice to your parents"? You First Financial gives advice as if you were family. You First Financial was founded on fiduciary values, and we will always put your best interests first. We are not your parents' adviser. We use the latest technology, lowering your costs and working together with you to create a plan you understand and feel confident with. You will get education as opposed to a sales pitch.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

You First Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

You First Financial has never raised funding before.

Frequently asked questions

You First Financial is located in Holladay, Utah, US.

You can reach You First Financial at +13859008137.

You First Financial generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

You First Financial 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.

You First Financial was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

You First Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at You First Financial

David Krauser

Founder/Managing Member

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