Addessi Financial Partners

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

16524 Pointe Village Dr Ste 200, Lutz, F...

Phone Number

(727) 845-7572

Revenue

<$5 Million

Industry

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

About Addessi Financial Partners

Addessi Financial Partners is a comprehensive wealth management firm that specializes in risk management, taxation, and business, estate, and retirement planning. The firm serves successful professionals, business owners, individuals, and families, providing a caring approach to personal financial matters. With over 40 years of experience, Addessi Financial Partners focuses on holistic financial and life planning, fostering strong relationships with clients throughout different life stages. Their mission is to be a trusted advisor, contributing to the continued success of their clients.Explore more
Addessi Financial Partners's Social MediaPopular SearchesAddessi Financial PartnersAddessi Financial Partners - LutzAddesi IncAddessi Investments LLCAdessi IncSIC Code 62,628NAICS Code 52,523Show more

Addessi Financial Partners Org Chart

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AA
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Manager, Business Operations

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Client Experience Coordinator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Addessi Financial Partner...

<$5M
1-10
Private
-
1983
AA
Amelia AddessiManager, Business Operations
<$5M
1-10
Private
-
2008
KC
Kevin CadaginFinancial Advisor
<$5M
11-50
Private
-
2007
DM
DeEtte MooreOffice Manager
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2005
JG
Johnny GarstkaWealth Advisor & Financial Planner
<$5M
1-10
Private
-
2014
JJ
Jennifer JonesOffice Manager, RWM and and Client Service Associate, RJFS
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Addessi Financial Partners Tech Stack

A closer look at the technologies used by Addessi Financial Partners

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Frequently Asked Questions Regarding Addessi Financial Partners

What is Addessi Financial Partners's official website?
Addessi Financial Partners's official website is www.addessifinancial.com
What is Addessi Financial Partners's Revenue?
Addessi Financial Partners's revenue is <$5 Million
What is Addessi Financial Partners's SIC code?
Addessi Financial Partners's SIC: 62,628
What is Addessi Financial Partners's NAICS code?
Addessi Financial Partners's NAICS: 52,523
How many employees does Addessi Financial Partners have?
Addessi Financial Partners has 1-10 employees
What industry does Addessi Financial Partners belong to?
Addessi Financial Partners is in the industry of: Finance, Securities Trading
What is Addessi Financial Partners competition?
Addessi Financial Partners top competitors include: Strategic Wealth Planning, The Harvey Group, Cadagin-Prosser Financial Group, Medeiros Financial Services
What technology does Addessi Financial Partners use?
Some of the popular technologies that Addessi Financial Partners uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Addessi Financial Partners?
Addessi Financial Partners contact info: Phone number: (727) 845-7572 Website: www.addessifinancial.com
What does Addessi Financial Partners do?

Addessi Financial Partners is a comprehensive wealth management firm that specializes in risk management, taxation, and business, estate, and retirement planning. The firm serves successful professionals, business owners, individuals, and families, providing a caring approach to personal financial matters. With over 40 years of experience, Addessi... Financial Partners focuses on holistic financial and life planning, fostering strong relationships with clients throughout different life stages. Their mission is to be a trusted advisor, contributing to the continued success of their clients.Read More

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

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