1st Financial

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

2144 Seven Springs Blvd Ste 406, New Por...

Phone Number

(727) 777-4269

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About 1st Financial

1st Financial is a wealth management firm that specializes in asset growth and protection through strategic hedging techniques. The company focuses on safeguarding clients' investments during market declines, as demonstrated during the Covid selloff in 2020. By utilizing technical signals, they effectively managed to limit risks and capitalize on market opportunities for their clients. Their services are aimed at individuals seeking to enhance their financial security and investment returns.Explore more
1st Financial's Social MediaPopular Searches1st Financial LLC1st Financial Inc1st Financial Wealth Management1stfinancial IncSIC Code 62,628NAICS Code 52,523Show more

1st Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

1st Financial

<$5M
51-200
Private
-
2016
LW
Leo WagnerFinancial Advisor
$25.8M
11-50
Private
-
1990
JN
Jeffery NelsonSenior Director and Senior Portfolio Manager, Equities
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.7M
51-200
Private
-
-
KP
Kyle PahnkeVice President and Financial Advisor - Fiduciary
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
51-200
Private
-
1997
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Company Profile Activity

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Activity Insights

1st Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

1st Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 1st Financial.

1st Financial Tech Stack

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Frequently Asked Questions Regarding 1st Financial

What is 1st Financial's official website?
1st Financial's official website is www.1stfinancialwm.com
What is 1st Financial's Revenue?
1st Financial's revenue is <$5 Million
What is 1st Financial's SIC code?
1st Financial's SIC: 62,628
What is 1st Financial's NAICS code?
1st Financial's NAICS: 52,523
How many employees does 1st Financial have?
1st Financial has 51-200 employees
What industry does 1st Financial belong to?
1st Financial is in the industry of: Finance, Securities Trading
What is 1st Financial competition?
1st Financial top competitors include: Sachs Financial Servic, DH Hill Advisors, Cabot Lodge Securities, Disciplined Equities Management
What technology does 1st Financial use?
Some of the popular technologies that 1st Financial uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact 1st Financial?
1st Financial contact info: Phone number: (727) 777-4269 Website: www.1stfinancialwm.com
What does 1st Financial do?

1st Financial is a wealth management firm that specializes in asset growth and protection through strategic hedging techniques. The company focuses on safeguarding clients' investments during market declines, as demonstrated during the Covid selloff in 2020. By utilizing technical signals, they effectively managed to limit risks and capitalize on m... arket opportunities for their clients. Their services are aimed at individuals seeking to enhance their financial security and investment returns.Read More

What are 1st Financial social media links?
1st Financial Linkedin page 1st Financial Facebook page
Is 1st Financial a public company?
1st Financial is private company therefore does not currently have an official ticker symbol
See more information about 1st Financial

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