4th Generation Financial

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1115 N Kentucky Ave, Winter Park, Florid...

Phone Number

(407) 677-7107

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About 4th Generation Financial

4th Generation Financial is a financial planning practice focused on growing clients' wealth both now and during retirement. With over 25 years of service in Central Florida, they provide clients with customized financial roadmaps, helping them uncover their financial needs and design actionable plans. Their services include regular progress reviews to ensure that clients' plans align with their evolving goals. The company aims to instill financial confidence in its clients, enabling them to retire confidently.Explore more
4th Generation Financial's Social MediaPopular Searches4th Generation FinancialGeneration Financial4th generation financial LLCSIC Code 62,628NAICS Code 52,523Show more

4th Generation Financial Org Chart

PhoneEmail
NM
United States flag for contact location.

Team Member

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
TB
United States flag for contact location.

Team Member

PhoneEmail
GE
United States flag for contact location.

Team Member

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KM
United States flag for contact location.

Advisor

PhoneEmail
CK
United States flag for contact location.

Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is 4th Generation Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to 4th Generation Financial

Compare insights from companies similar to 4th Generation Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

4th Generation Financial

<$5M
1-10
Private
-
2011
NM
Nancy MayTeam Member
<$5M
1-10
Private
-
2016
RH
Randall HordPresident & Founder
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
1996
JK
Jeffrey KnoedlFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

4th Generation Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

4th Generation Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 4th Generation Financial.

4th Generation Financial Tech Stack

A closer look at the technologies used by 4th Generation Financial

Top Finance Companies

Frequently Asked Questions Regarding 4th Generation Financial

What is 4th Generation Financial's official website?
4th Generation Financial's official website is www.4thgenfinancial.com
What is 4th Generation Financial's Revenue?
4th Generation Financial's revenue is <$5 Million
What is 4th Generation Financial's SIC code?
4th Generation Financial's SIC: 62,628
What is 4th Generation Financial's NAICS code?
4th Generation Financial's NAICS: 52,523
How many employees does 4th Generation Financial have?
4th Generation Financial has 1-10 employees
What industry does 4th Generation Financial belong to?
4th Generation Financial is in the industry of: Finance, Securities Trading
What is 4th Generation Financial competition?
4th Generation Financial top competitors include: Copper Canyon Wealth Management, Knoedl Retirement Advisors, Rogers Financial Group, Tondryk Wealth Management
What technology does 4th Generation Financial use?
Some of the popular technologies that 4th Generation Financial uses are: Google Universal Analytics, Squarespace Online Stores, Smarsh, Adobe Typekit
How do I contact 4th Generation Financial?
4th Generation Financial contact info: Phone number: (407) 677-7107 Website: www.4thgenfinancial.com
What does 4th Generation Financial do?

4th Generation Financial is a financial planning practice focused on growing clients' wealth both now and during retirement. With over 25 years of service in Central Florida, they provide clients with customized financial roadmaps, helping them uncover their financial needs and design actionable plans. Their services include regular progress review... s to ensure that clients' plans align with their evolving goals. The company aims to instill financial confidence in its clients, enabling them to retire confidently.Read More

What are 4th Generation Financial social media links?
4th Generation Financial Linkedin page 4th Generation Financial Facebook page
Is 4th Generation Financial a public company?
4th Generation Financial is private company therefore does not currently have an official ticker symbol
See more information about 4th Generation Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.