CA Financial Services

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

828 8th Ave, Lewiston, Idaho, 83501, Uni...

Phone Number

(208) 743-9514

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About CA Financial Services

CA Financial Services, established in 1983, specializes in providing financial and investment advisory services, including private portfolio management, financial planning, and estate planning assistance. The firm is dedicated to enhancing clients' financial security and peace of mind through a fiduciary approach, focusing on customized investment portfolios that align with individual goals. Their services cater to a diverse clientele, including individuals seeking retirement planning, college savings options, and life insurance. With a disciplined investment strategy, CA Financial Services aims to reduce risk and volatility while helping clients achieve their financial aspirations.Explore more
Popular SearchesCa Financial ServicesClifford Associates Financial Services Inccafinancialservices.comClifford AssociatesCA Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

CA Financial Services Org Chart

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TC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CA Financial Services

<$5M
1-10
Private
-
1992
TC
Terry CourtneyOffice Manager
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

CA Financial Services Tech Stack

A closer look at the technologies used by CA Financial Services

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Frequently Asked Questions Regarding CA Financial Services

What is CA Financial Services's official website?
CA Financial Services's official website is www.cafinancialservices.com
What is CA Financial Services's Revenue?
CA Financial Services's revenue is <$5 Million
What is CA Financial Services's SIC code?
CA Financial Services's SIC: 62,628
What is CA Financial Services's NAICS code?
CA Financial Services's NAICS: 52,523
How many employees does CA Financial Services have?
CA Financial Services has 1-10 employees
What industry does CA Financial Services belong to?
CA Financial Services is in the industry of: Finance, Securities Trading
What is CA Financial Services competition?
CA Financial Services top competitors include: Westex Investment Services, Murphy Wealth Management, Copper Canyon Wealth Management, Triton Wealth
What technology does CA Financial Services use?
Some of the popular technologies that CA Financial Services uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact CA Financial Services?
CA Financial Services contact info: Phone number: (208) 743-9514 Website: www.cafinancialservices.com
What does CA Financial Services do?

CA Financial Services, established in 1983, specializes in providing financial and investment advisory services, including private portfolio management, financial planning, and estate planning assistance. The firm is dedicated to enhancing clients' financial security and peace of mind through a fiduciary approach, focusing on customized investment... portfolios that align with individual goals. Their services cater to a diverse clientele, including individuals seeking retirement planning, college savings options, and life insurance. With a disciplined investment strategy, CA Financial Services aims to reduce risk and volatility while helping clients achieve their financial aspirations.Read More

Is CA Financial Services a public company?
CA Financial Services is private company therefore does not currently have an official ticker symbol
See more information about CA Financial Services

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