Heritage Financial Consultants Revenue and Competitors
Estimated Revenue & Valuation
- Heritage Financial Consultants's estimated annual revenue is currently $21.4M per year.
- Heritage Financial Consultants's estimated revenue per employee is $210,000
Employee Data
- Heritage Financial Consultants has 102 Employees.
- Heritage Financial Consultants grew their employee count by 20% last year.
Heritage Financial Consultants's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Director, Operations | Reveal Email/Phone |
2 | Client Relationship Manager | Reveal Email/Phone |
3 | Client Relationship Manager | Reveal Email/Phone |
4 | Client Relationship Manager | Reveal Email/Phone |
5 | Client Relationship Manager | Reveal Email/Phone |
6 | Office Facilitator & Assistant to Brian Gracie | Reveal Email/Phone |
Heritage Financial Consultants Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $12.1M | 64 | 33% | N/A | N/A |
#2 | $8.4M | 50 | 2% | N/A | N/A |
#3 | $174.6M | 665 | 4% | N/A | N/A |
#4 | $5.4M | 32 | 0% | N/A | N/A |
#5 | $6.7M | 40 | 0% | N/A | N/A |
#6 | $25.4M | 121 | 6% | N/A | N/A |
#7 | $3.8M | 26 | 0% | N/A | N/A |
#8 | $22.3M | 106 | 0% | N/A | N/A |
#9 | $2.1M | 17 | -35% | N/A | N/A |
#10 | $7.9M | 47 | 18% | N/A | N/A |
What Is Heritage Financial Consultants?
Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principle of listening before speaking and understanding your lives and goals before advising. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial planning community.
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Total Funding
102
Number of Employees
$21.4M
Revenue (est)
20%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Heritage Financial Consultants News
CASH DASH Heritage Action today created a new super PAC, ... Party is moving to block its consultants from taking part in anti-union work,...
Mr. Criscuolo specializes in finance transformation and financial reporting, ... with our operational heritage to help clients drive change.
To help you start April with a financial plan, we have a certified financial planner with Heritage Financial Consultants and Lincoln...
Other Companies in Cockeysville
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $14.9M | 103 | -1% | N/A |
#2 | $35.6M | 108 | 8% | $2.5M |
#3 | $27.4M | 109 | 7% | N/A |
#4 | $16.4M | 113 | 6% | N/A |
#5 | $25.6M | 122 | 3% | N/A |