Summary
Eppolito Financial Strategies
Founded in 2017
Description
Eppolito Financial Strategies is a financial advisory firm located in Chelmsford, MA. They are dedicated to serving as a trusted family advisor, providing financial planning, investment management, estate planning, and insurance planning services. With...
Strengths
- There are no known strengths for Eppolito Financial Strategies
Weaknesses
- Eppolito Financial Strategies has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Since Eppolito Financial Strategies was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Eppolito Financial Strategies's annual revenue
$839000
Based on Kona Equity data
-
Revenue per employee
$167800
-
Annual revenue growth since founding
$144000
Employee Count
5 employees
G Score - 0
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
Location
Unlock unlimited leads
Similar Companies
Raymond James Financial
androscogginfinancialservices.com- Location: Lewiston, ME
- Annual Revenue: $997.0K
- Employees: 3
Heisten Financial
heistenfinancial.com- Founded in 2015
- Location: Anchorage, AK
- Annual Revenue: $1.1M
- Employees: 6
- Heisten Financial is a boutique Financial Planning firm based in Anchorage, Alaska. We specialize in Retirement Planning and Investment Management for Women Entrepreneurs and Oil Workers. Our dedicated financial advisors understand the unique needs and...
The Hamilton Group
thehamiltongroup.com- Founded in 1962
- Location: Beverly, MA
- Annual Revenue: $1.3M
- Employees: 7
The Karras
thekarrascompany.com- Founded in 2006
- Location: Roy, UT
- Annual Revenue: $274.0K
- Employees: 8
Raymond James Financial
knight-watts.com- Founded in 1962
- Location: Hattiesburg, MS
- Annual Revenue: $829.0K
- Employees: 8
Terry Investment Group
terryinvestmentgroup.com- Founded in 2004
- Location: Marietta, GA
- Annual Revenue: $688.0K
- Employees: 4
- Terry Investment Group, Inc. is a financial planning and wealth management company based in Marietta, GA. They offer unique solutions for business owners and entrepreneurs, helping them manage their financial success. With a pragmatic approach to wealt...
Key Information
- Name: Eppolito Financial Strategies
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
See similar companies
-
By City Chelmsford Small Financial planner in Chelmsford Mid-size Financial planner in Chelmsford Investment management in Chelmsford Small Investment management in Chelmsford Mid-size Investment management in Chelmsford
-
By State MA Small companies in MA Investment management in MA Small Investment management in MA Mid-size Investment management in MA Small Financial planner in MA Mid-size Financial planner in MA
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
-
Firmographic data Founded in 2017 SIC: 62 SIC: 628 #Finance General #Finance
Frequently Asked Questions
Eppolito Financial Strategies's headquarters are located at 1 Meeting House Rd Ste 14 STE 14 Chelmsford, MA 01824.
Eppolito Financial Strategies's official website is eppolitofinancial.com
Eppolito Financial Strategies's annual revenue is $839.0 K.
Eppolito Financial Strategies's SIC: 62; 628
Eppolito Financial Strategies has 5 employees
Eppolito Financial Strategies is in the industry of Investment management.
