Estate Resource Group Information
Contact top employees from
Estate Resource Group
Summary
We approach our client's situations from a unique perspective. We have learned what our clients want (and don't want) in a client-adviser relationship. First to be understood, and just as important, a...Show more
Organization Website | estateresourcegroup.com |
Social Links |  |
Phone Number | 858-209-1474 |
Industries | |
Headquarters Location | 12636 High Bluff Drive, San Diego, CA, 92130 US |
Employees Size | 1-10 employees |
Specialties | Tax Strategies - Corporate, Personal, Trust, Key-Person Non-Qualifed Benefits, Estate Planning, Business Succession Planning |
Founded | 2011 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2010 | Privately Held | 1 - 25 | < 1M | $0 | |
| 1994 | Privately Held | 1-10 | - | $- | |
| 2014 | Partnership | 10-50 | - | $- | |
| 2003 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Estate Resource Group shows a diverse range of experience levels:
33% for 8–10 years67% have over 11 years of service at Estate Resource GroupContact top employees from
Estate Resource Group
Barry Edney
Owner
Rise Edney
Marketing Director
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FAQ
Estate Resource Group operates in the Finance industries. More details can be found on the official website: estateresourcegroup.com.
The headquarters of Estate Resource Group are located in San Diego, United States.
You can contact Estate Resource Group by phone at 858-209-1474.
Estate Resource Group currently employs 1-10 people.
Well-known competitors of Estate Resource Group include Omni 360 Advisors LLC (Formerly Shah Total Planning), Family Wealth Leadership, IFAM Capital and Hamilton Wealth Management.
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