Saavi Financial Group

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

6905 Rockledge Dr Ste 900, Bethesda, Mar...

Revenue

$11.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Saavi Financial Group

Saavi Financial Group, LLC specializes in providing integrated wealth strategies aimed at successful business owners, professionals, and families. The company focuses on maximizing returns, mitigating risk, and minimizing taxes to help clients build enduring wealth. Their services include comprehensive strategies for pension planning, tax strategies, asset protection, retirement planning, and estate planning. Saavi Financial Group partners with The Nautilus Group to offer tailored financial solutions that complement clients' existing strategies.Explore more
Popular SearchesSaavi Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Saavi Financial Group Org Chart

PB
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saavi Financial Group

$11.1M
11-50
Private
-
-
PB
Pragnesh BhattFounder & CEO
<$5M
1-10
Private
-
1996
<$5M
1-10
Private
-
2021
JG
Jennifer GoddardFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Saavi Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Saavi Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Saavi Financial Group.

Saavi Financial Group Tech Stack

A closer look at the technologies used by Saavi Financial Group

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Frequently Asked Questions Regarding Saavi Financial Group

What is Saavi Financial Group's official website?
Saavi Financial Group's official website is www.saavifinancial.com
What is Saavi Financial Group's Revenue?
Saavi Financial Group's revenue is $11.1 Million
What is Saavi Financial Group's SIC code?
Saavi Financial Group's SIC: 62,628
What is Saavi Financial Group's NAICS code?
Saavi Financial Group's NAICS: 52,523
How many employees does Saavi Financial Group have?
Saavi Financial Group has 11-50 employees
What industry does Saavi Financial Group belong to?
Saavi Financial Group is in the industry of: Finance, Securities Trading
What is Saavi Financial Group competition?
Saavi Financial Group top competitors include: Triple Play Financial, Minsky Financial Group, Human
What technology does Saavi Financial Group use?
Some of the popular technologies that Saavi Financial Group uses are: MailChimp, YouTube, Vimeo, Calendly
What does Saavi Financial Group do?

Saavi Financial Group, LLC specializes in providing integrated wealth strategies aimed at successful business owners, professionals, and families. The company focuses on maximizing returns, mitigating risk, and minimizing taxes to help clients build enduring wealth. Their services include comprehensive strategies for pension planning, tax strategie... s, asset protection, retirement planning, and estate planning. Saavi Financial Group partners with The Nautilus Group to offer tailored financial solutions that complement clients' existing strategies.Read More

Is Saavi Financial Group a public company?
Saavi Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Saavi Financial Group

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