Summary
Trumark Insurance & Financial Services, Inc.
Founded in 2000
Description
Trumark provides Financial Advisors, Accountants, Attorneys, Insurance Brokers, and Trust Officers expertise in risk management paralleling the professionalism which these valued advisors provide for their clients in the development and execution of comprehensive financial strategies. Our objective is to become an extension of the professional's practice so they can provide clients with a complete wealth management solution while remaining focused on their core professional competencies. Trumark provides expertise in disciplines such as: Estate and Trust Planning Policy Review and Performance Analysis Portfolio Diversification-Insurance as an Asset Class Private and Commercial Premium Financing Split Dollar Plans Executive Benefit Planning Charitable Planning Long Term Care Insurance Planning Knowing that every client's goals and objectives are different, Trumark offers a differentiated experience that is strategy and product neutral and is focused on aggressive client advocacy in order to achieve a "best in market" insurance solution. Our management team has an extensive background in the insurance industry as well as experience in the tax and legal department of a "Big4? accounting firm and a in a major law firm.
Strengths
- Trumark Insurance & Financial Services, Inc. has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Trumark Insurance & Financial Services, Inc. was founded, the company has grown faster than the industry average
Weaknesses
- Web traffic rankings are worse than the industry average
Annual Revenue
Trumark Insurance & Financial Services, Inc.'s annual revenue
$2911000
Based on Kona Equity data
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Revenue per employee
$242583
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$243227
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Revenue growth rate from first known quarter to current
2.9%
Employee Count
12 employees
-
Employee growth rate from first known quarter to current
-19.2%
Executives
Thomas Scarfo
Vice President, Sales Northeast
t**@trumarkfinancial.comDan Tosi
Director, Marketing
d**@trumarkfinancial.comCarrie Garabrandt
Case Manager
c**@trumarkfinancial.comMaria Walters
Case Manager
m**@trumarkfinancial.comJoe Kemper
Trumark Wholesale Insurance Services
j**@trumarkfinancial.comGina Brison
Internal Wholesaler
g**@trumarkfinancial.comKeith Smith
Case Manager
k**@trumarkfinancial.comMichael Bellig
Wholesale Life Insurance
m**@trumarkfinancial.comJennifer Shepler
Case Manager
j**@trumarkfinancial.comG Score - 6
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.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
9.46 M
Location
Unlock unlimited leads
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Key Information
- Name: Trumark Insurance & Financial Services, Inc.
- Category: Insurance
- Industry: Insurance Agency
- SIC: 6211; 621
- NAICS: 523; 52
See similar companies
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By City Pleasanton Small Insurance Agency in Pleasanton Mid-size Insurance Agency in Pleasanton Insurance in Pleasanton Small Insurance in Pleasanton Mid-size Insurance in Pleasanton
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By State California Small companies in California Insurance in California Small Insurance in California Mid-size Insurance in California Small Insurance Agency in California Mid-size Insurance Agency in California
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Firmographic data G Score of 6 Founded in 2000 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Brokerage #Finance
Frequently Asked Questions
Trumark Insurance & Financial Services, Inc.'s headquarters are located at 6685 Owens Drive 325 Pleasanton, California 94588.
Trumark Insurance & Financial Services, Inc.'s official website is trumarkfinancial.com
Trumark Insurance & Financial Services, Inc.'s annual revenue is $2.9 M.
Trumark Insurance & Financial Services, Inc.'s SIC: 6211; 621
Trumark Insurance & Financial Services, Inc.'s NAICS: 523; 52.
Trumark Insurance & Financial Services, Inc. has 12 employees
Trumark Insurance & Financial Services, Inc. is in the industry of Insurance.
