Ann Vanderslice Retirement Planning Strategies Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Ann Vanderslice Retirement Planning Strategies General Information

Description

Provider of financial services catering to federal employees. The company specializes in retirement planning strategies, legacy planning, asset protection, life insurance and related services through various investment avenues, helping clients to maximize benefits post retirement.

Contact Information

Website
www.annvanderslice.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • PO Box 260787
  • Lakewood, CO 80226
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
E.A. Buck Financial Services
Vertical(s)
InsurTech, FinTech
Corporate Office
  • PO Box 260787
  • Lakewood, CO 80226
  • United States

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Ann Vanderslice Retirement Planning Strategies Valuation & Funding

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

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Ann Vanderslice Retirement Planning Strategies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial services catering to federal employees. The company specializes in retirement planning strategies,
Asset Management
Lakewood, CO

Folsom, CA
 

Saint Augustine, FL
 
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Ann Vanderslice Retirement Planning Strategies Competitors (4)

One of Ann Vanderslice Retirement Planning Strategies’s 4 competitors is Allworth Financial, a Private Equity-Backed company based in Folsom, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Allworth Financial Private Equity-Backed Folsom, CA
Totus Tuus Consulting Corporation Saint Augustine, FL
Sandy Morris Financial Services Corporation Knightstown, IN
Plybon & Associates Corporation Greensboro, NC
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Ann Vanderslice Retirement Planning Strategies FAQs

  • When was Ann Vanderslice Retirement Planning Strategies founded?

    Ann Vanderslice Retirement Planning Strategies was founded in 2000.

  • Where is Ann Vanderslice Retirement Planning Strategies headquartered?

    Ann Vanderslice Retirement Planning Strategies is headquartered in Lakewood, CO.

  • What industry is Ann Vanderslice Retirement Planning Strategies in?

    Ann Vanderslice Retirement Planning Strategies’s primary industry is Asset Management.

  • Is Ann Vanderslice Retirement Planning Strategies a private or public company?

    Ann Vanderslice Retirement Planning Strategies is a Private company.

  • What is Ann Vanderslice Retirement Planning Strategies’s current revenue?

    The current revenue for Ann Vanderslice Retirement Planning Strategies is .

  • Who are Ann Vanderslice Retirement Planning Strategies’s competitors?

    Allworth Financial, Totus Tuus Consulting, Sandy Morris Financial Services, and Plybon & Associates are competitors of Ann Vanderslice Retirement Planning Strategies.

  • When was Ann Vanderslice Retirement Planning Strategies acquired?

    Ann Vanderslice Retirement Planning Strategies was acquired on 08-Apr-2021.

  • Who acquired Ann Vanderslice Retirement Planning Strategies?

    Ann Vanderslice Retirement Planning Strategies was acquired by E.A. Buck Financial Services.

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