Estate Resource Group

Business Services · California, United States · 1-10 Employees

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Overview

Headquarters

12636 High Bluff Dr Ste 400, San Diego, ...

Phone Number

(858) 209-1474

Revenue

$6.1 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Estate Resource Group

Estate Resource Group specializes in strategies to reduce all forms of taxation for individuals and businesses. They offer services such as asset protection, business succession planning, charitable planning, corporate and personal tax reduction, employee benefits, estate planning, and family and corporate guidance. The company serves clients in California and nationwide, aiming to enhance the value of working with skilled financial professionals. Their resources include newsletters, calculators, and articles to help clients stay informed about financial concepts and developments.Explore more
Estate Resource Group's Social MediaPopular SearchesEstate Resource GroupBroadridge Financial Solutions IncBroadridge Investor Communication Solutions IncVia Estate Resource GroupSIC Code 87,874NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Estate Resource Group

$6.1M
1-10
Private
-
2011
N/A
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
1979
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Estate Resource Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Estate Resource Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Estate Resource Group.

Estate Resource Group Tech Stack

A closer look at the technologies used by Estate Resource Group

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Frequently Asked Questions Regarding Estate Resource Group

What is Estate Resource Group's official website?
Estate Resource Group's official website is www.estateresourcegroup.com
What is Estate Resource Group's Revenue?
Estate Resource Group's revenue is $6.1 Million
What is Estate Resource Group's SIC code?
Estate Resource Group's SIC: 87,874
What is Estate Resource Group's NAICS code?
Estate Resource Group's NAICS: 54,541
How many employees does Estate Resource Group have?
Estate Resource Group has 1-10 employees
What industry does Estate Resource Group belong to?
Estate Resource Group is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Estate Resource Group competition?
Estate Resource Group top competitors include: BeamaLife, Eagle Strategies, Family Office Services, Marion Consulting
What technology does Estate Resource Group use?
Some of the popular technologies that Estate Resource Group uses are: Google Universal Analytics, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact Estate Resource Group?
Estate Resource Group contact info: Phone number: (858) 209-1474 Website: www.estateresourcegroup.com
What does Estate Resource Group do?

Estate Resource Group specializes in strategies to reduce all forms of taxation for individuals and businesses. They offer services such as asset protection, business succession planning, charitable planning, corporate and personal tax reduction, employee benefits, estate planning, and family and corporate guidance. The company serves clients in Ca... lifornia and nationwide, aiming to enhance the value of working with skilled financial professionals. Their resources include newsletters, calculators, and articles to help clients stay informed about financial concepts and developments.Read More

What are Estate Resource Group social media links?
Estate Resource Group Linkedin page Estate Resource Group Twitter page Estate Resource Group Facebook page
Is Estate Resource Group a public company?
Estate Resource Group is private company therefore does not currently have an official ticker symbol
See more information about Estate Resource Group

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