Westbrook Financial Services Overview

  • Year Founded
  • 1983

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Westbrook Financial Services General Information

Description

Provider of employee benefit services. The company offers services such as retirement planning, financial planning, online benefit management, retirement counseling, asset allocation strategies and other investment advisory services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Application Software
Corporate Office
  • 7425 East Stetson Drive
  • Scottsdale, AZ 85251
  • United States

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Westbrook Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Westbrook Financial Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of employee benefit services. The company offers services such as retirement planning, financial planning, onli
Other Financial Services
Scottsdale, AZ
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Waukesha, WI

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Chicago, IL
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Westbrook Financial Services Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ferrito Ogorman Corporation Waukesha, WI
Polarisadvice Corporation Chicago, IL
Trajan Wealth Corporation Scottsdale, AZ 00
You’re viewing 3 of 3 competitors. Get the full list »

Westbrook Financial Services FAQs

  • When was Westbrook Financial Services founded?

    Westbrook Financial Services was founded in 1983.

  • Who is the founder of Westbrook Financial Services?

    Raymond Rotolo is the founder of Westbrook Financial Services.

  • Where is Westbrook Financial Services headquartered?

    Westbrook Financial Services is headquartered in Scottsdale, AZ.

  • What industry is Westbrook Financial Services in?

    Westbrook Financial Services’s primary industry is Other Financial Services.

  • Is Westbrook Financial Services a private or public company?

    Westbrook Financial Services is a Private company.

  • What is Westbrook Financial Services’s current revenue?

    The current revenue for Westbrook Financial Services is 000000.

  • Who are Westbrook Financial Services’s competitors?

    Ferrito Ogorman, Polarisadvice, and Trajan Wealth are competitors of Westbrook Financial Services.

  • When was Westbrook Financial Services acquired?

    Westbrook Financial Services was acquired on 02-Sep-2009.

  • Who acquired Westbrook Financial Services?

    Westbrook Financial Services was acquired by AssuredPartners Illinois.

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