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Sweet Financial Services Logo
Sweet Financial Services Growth Score
77
CB Rank
2451423
Heat Score
28
Sweet Financial Services offers wealth management, retirement, and financial planning services.
Acquired by
Carson Group Logo
Carson Group
Founded
obfuscation
Private Fairmont, Minnesota, United States11-50 sweetfinancial.com/
Finance
Financial Services
Retirement
Wealth Management
Overview

Sweet Financial Services
Growth Score
77
Heat Score
28

Growth Score77
-4 pts
in past quarter
Heat Score 28
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Sweet Financial Services

CB Rank
2451423
Sweet Financial Services offers wealth management, retirement, and financial planning services.
Acquired by
Carson Group Logo
Carson Group
Founded
obfuscation
Private Fairmont, Minnesota, United States11-50 sweetfinancial.com/
Finance
Financial Services
Retirement
Wealth Management

Details

Legal Name Dare To Dream Enterprises LLC
Operating Status Active
Company Type For Profit
About the Company
Sweet Financial Services offers wealth management, retirement, and financial planning services.
Phone Number 507.235.5587
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Dream Architect® Process
A four-step retirement planning process that helps clients define their vision, create a blueprint, build a customized wealth plan, and maintain it over time.
Retirement Planning
Services to help clients prepare for retirement by aligning financial strategies with their income needs and legacy goals.

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Financials

M&A Details

Sweet Financial Services was acquired by Carson Group on
obfuscation
.
Transaction Name 
Sweet Financial Services acquired by Carson Group Logo
Sweet Financial Services acquired by Carson Group
Acquired by 
Carson Group Logo
Carson Group
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 8
News
Technology
View Tech Report

IT Spend

$182.6KThis year, Sweet Financial Services is projected to spend $182.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Cost of Living Calculator Logo
Cost of Living Calculator
78
Instagram Logo
Instagram
68

Actively Used Products

18Sweet Financial Services uses 18 technology products and services including HTML5, Lightbox, and  Modernizr, according to G2 Stack.

Active Website Tech Count

16Sweet Financial Services is actively using 16 technologies for its website, according to BuiltWith. These include DNSSEC, Amazon, and  Cloudflare Bot Manager.
Sub-Organizations
Frequently Asked Questions

Where is Sweet Financial Services's headquarters? Sweet Financial Services is located in Fairmont, Minnesota, United States.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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