Insights

Personalized Financial Planning Savaglia Financial Advisors specializes in tailored investment management and retirement planning, indicating an opportunity to offer advanced financial tools, CRM integrations, or data analytics solutions to enhance personalized client service.

Tech Stack Utilization Leveraging technologies such as Amazon Web Services and Cloudflare, the company prioritizes secure, scalable online services, suggesting a potential fit for cybersecurity solutions, cloud management, or digital marketing enhancements to further improve their digital presence.

Mid-Sized Revenue Range With revenue estimates between 10 million and 25 million dollars, Savaglia Financial Advisors presents a growth-oriented market segment that could benefit from financial management software, client acquisition strategies, or targeted financial marketing solutions.

Top-tier Industry Competitors Operating within a competitive landscape alongside firms like Charles Schwab and Fidelity, there is an opportunity to position innovative fintech partnerships or niche financial products to differentiate and attract affluent or niche market segments.

Potential for Expansion Given their small team size, there is scope for scalable solutions such as automation tools, CRM enhancements, or onboarding platforms to support staff growth and improve operational efficiency as the firm expands its client base.

Savaglia Financial Advisors Tech Stack

Savaglia Financial Advisors uses 8 technology products and services including Amazon Web Services, jsDelivr, cdnjs, and more. Explore Savaglia Financial Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • jsDelivr
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Google Fonts API
    Font Scripts
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Media & News

Savaglia Financial Advisors's Email Address Formats

Savaglia Financial Advisors uses at least 2 format(s):
Savaglia Financial Advisors Email FormatsExamplePercentage
First@savaglia.comJohn@savaglia.com
55%
First.Last@savaglia.comJohn.Doe@savaglia.com
45%

Frequently Asked Questions

Where is Savaglia Financial Advisors's headquarters located?

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Savaglia Financial Advisors's main headquarters is located at 7300 South 13th Street Suite 103 Oak Creek, Wisconsin United States. The company has employees across 1 continents, including North America.

What is Savaglia Financial Advisors's phone number?

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You can contact Savaglia Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Savaglia Financial Advisors's official website and social media links?

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Savaglia Financial Advisors's official website is dreamplanenjoy.com and has social profiles on LinkedIn.

What is Savaglia Financial Advisors's NAICS code?

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Savaglia Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Savaglia Financial Advisors have currently?

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As of April 2026, Savaglia Financial Advisors has approximately 9 employees across 1 continents, including North America. Key team members include Owner / Ceo / Financial Advisor: D. S.Owner / Ceo / Financial Advisor: C. S.Client Relationship Manager And Director Of Marketing And Client Services: J. H.. Explore Savaglia Financial Advisors's employee directory with LeadIQ.

What industry does Savaglia Financial Advisors belong to?

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Savaglia Financial Advisors operates in the Financial Services industry.

What technology does Savaglia Financial Advisors use?

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Savaglia Financial Advisors's tech stack includes Amazon Web ServicesjsDelivrcdnjsFMG SuiteGoogle Fonts APIHSTSCloudflare Bot ManagementGoogle Tag Manager.

What is Savaglia Financial Advisors's email format?

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Savaglia Financial Advisors's email format typically follows the pattern of First@savaglia.com. Find more Savaglia Financial Advisors email formats with LeadIQ.

When was Savaglia Financial Advisors founded?

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Savaglia Financial Advisors was founded in 1999.

Savaglia Financial Advisors

Financial ServicesWisconsin, United States2-10 Employees

As your personal financial advisor, our top priority is helping you with investment management and retirement planning. Our personal financial advisors will develop a plan that is customized to meet your financial goals and your retirement lifestyle at the age at which you wish to retire.

You’ll receive personal attention on every aspect of money management, including investment services, retirement savings, and insurance coverage. We’ll find the investments best suited for you by looking at your needs, wants, goals and desires. Once you establish your financial goals, we can customize your investment plan and then measure your progress. By engaging in risk management and evaluating the time-frame for your various goals, we will develop the best financial plan to help you achieve your goals.

The guarantee you’ll get from us is an open line of communication every year. As your Milwaukee-based investment representatives, we will be accessible and willing to answer your investment questions when you need answers.

Don’t think that you have too little money to invest; the amount of your investment doesn’t matter to us. What’s important is that you start investing for your future now. Savaglia Financial Advisors is committed to helping you define your long-term financial goals, assess your current financial situation, and implement a plan to help you achieve a worry-free retirement.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

For full disclosures please see our website at www.dreamplanenjoy.com

Section iconCompany Overview

Headquarters
7300 South 13th Street Suite 103 Oak Creek, Wisconsin United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Savaglia Financial Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Savaglia Financial Advisors's revenue is estimated to be in the range of $10M$25M

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