Center for Wealth Preservation Revenue and Competitors

Syosset, NY USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Center for Wealth Preservation's estimated annual revenue is currently $21.6M per year.(i)
  • Center for Wealth Preservation's estimated revenue per employee is $210,000

Employee Data

  • Center for Wealth Preservation has 103 Employees.(i)
  • Center for Wealth Preservation grew their employee count by 5% last year.

Center for Wealth Preservation's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Center for Wealth Preservation?

We have 6 areas of practice specialization: Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative. Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government. Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security. The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. * Visit us on: Facebook - https://www.facebook.com/CenterForWealthPreservation/ Twitter - https://twitter.com/cwp_metro CRN201901-207651

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Total Funding

103

Number of Employees

$21.6M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.5M105-4%N/A
#2
$58.3M1659%N/A
#3
$33.2M2088%N/A
#4
$41.8M2112%N/A
#5
$49.4M2145%N/A