Streamline

  • Financial Services
  • US
  • 236 employees
  • Financial Services
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Company Overview

Headquarters
US
Website
streamlineplanning.com
Phone
(613) 671-2707
Employees
236
Founded in
1998
Industry
Financial Services
NAICS Code
NAICS Code 54161 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5416 Companies
NAICS Code 541 Companies
NAICS Code 54 Companies
NAICS Code 541614 Companies
SIC Code
SIC Code 81 Companies
SIC Code 811 Companies
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Financials & Stats

Revenue

$6B

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Who is Streamline

Streamline is a retirement income planning company based in the Chicagoland area. They are a private company with 236 employees and reported revenue of $5.7 million. Streamline specializes in helping individuals plan for their retirement income needs. They offer personalized strategies and guidance to ensure clients have a secure and comfortable retirement. Their team of experts utilizes a comprehensive approach to retirement planning, taking into account factors such as investment portfolios, social security benefits, and healthcare expenses. Streamline is committed to providing clients with clear, concise, and actionable advice to help them achieve their retirement goals. For more information about Streamline and their services, please visit their website at streamlineplanning.com.

Company Leadership

Matt Hearn

Owner

Phone Email
Nick Passarella

President

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John Zelem

Owner

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Dave Zoller

Co-Owner

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Tim Meisenheimer

CEO & Managing Partner

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Streamline Industry Tags

Financial Services
Financial Advisory Services
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FAQ

What is the location of Streamline's headquarters?
The headquarters of Streamline are situated at US
What is Streamline's phone number?
Streamline's contact number is (613) 671-2707.
What is Streamline's official website?
The official website of Streamline can be found at streamlineplanning.com.
What is Streamline's current revenue?
As of March 2015, Streamline's annual revenue reached $6B.
How many employees does Streamline currently have?
Streamline employs approximately 236+ people as of March 2015
Which industries is Streamline primarily operating in?
Streamline operates in the following industries: Finance, Credit
Who is the Owner of Streamline?
Streamline's Owner is Matt Hearn
What are Streamline's industry tags?
Streamline's industry tags include: Financial Services, Financial Advisory Services
When was Streamline founded?
Streamline was founded in 1998.

Employee Directory

Key Employees

Eric Stalder

President

Phone Email

Sean Ford

Financial Advisor

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John Reade

EVP/Chief Financial Officer

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Shane Miller

Appraiser

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