Adirondack Financial Services

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

185 Genesee St Ste 210, Utica, New York,...

Phone Number

(315) 724-4186

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Adirondack Financial Services

Adirondack Financial Services is a full-service wealth management and employee benefits firm that offers comprehensive financial planning for individuals and customized solutions for organizations. Their services include investment advisory, estate planning, Medicare planning, and wealth management for individuals and families, as well as employee benefits and qualified retirement plans for corporate clients. The firm prioritizes building strong relationships with clients to tailor financial solutions that meet their unique needs. With a commitment to concierge-quality service, Adirondack Financial Services aims to be a trusted partner in navigating financial journeys.Explore more
Adirondack Financial Services's Social MediaPopular SearchesAdirondack Financial ServicesAdirondack Financial Services IncAdirondack Financial Services Bancorp IncAdirondack Financial Services CorpAdirondack Financial SvcSIC Code 62,628NAICS Code 52,523Show more

Adirondack Financial Services Org Chart

WL
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Chief Executive Officer & President

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PR
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Chief Operating Officer & Chief Financial Off...

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Receptionist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Adirondack Financial Serv...

<$5M
11-50
Private
-
2009
WL
William LockeCEO & President
$7.7M
11-50
Private
-
2003
JC
Jen ClarkDirector, Operations
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2001
DK
David KrahnFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Adirondack Financial Services Tech Stack

A closer look at the technologies used by Adirondack Financial Services

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Frequently Asked Questions Regarding Adirondack Financial Services

What is Adirondack Financial Services's official website?
Adirondack Financial Services's official website is www.adkfinancialservices.com
What is Adirondack Financial Services's Revenue?
Adirondack Financial Services's revenue is <$5 Million
What is Adirondack Financial Services's SIC code?
Adirondack Financial Services's SIC: 62,628
What is Adirondack Financial Services's NAICS code?
Adirondack Financial Services's NAICS: 52,523
How many employees does Adirondack Financial Services have?
Adirondack Financial Services has 11-50 employees
What industry does Adirondack Financial Services belong to?
Adirondack Financial Services is in the industry of: Finance, Securities Trading
What is Adirondack Financial Services competition?
Adirondack Financial Services top competitors include: Weinberg Financial Advisory, Cobblestone Financial Services, LifeWorth Financial, Boston Retirement Group
What technology does Adirondack Financial Services use?
Some of the popular technologies that Adirondack Financial Services uses are: WordPress.org, PHP, Google Font API, Microsoft 365
Who is the CFO of Adirondack Financial Services?
Adirondack Financial Services's CFO is Patricia Rugari
How do I contact Adirondack Financial Services?
Adirondack Financial Services contact info: Phone number: (315) 724-4186 Website: www.adkfinancialservices.com
What does Adirondack Financial Services do?

Adirondack Financial Services is a full-service wealth management and employee benefits firm that offers comprehensive financial planning for individuals and customized solutions for organizations. Their services include investment advisory, estate planning, Medicare planning, and wealth management for individuals and families, as well as employee... benefits and qualified retirement plans for corporate clients. The firm prioritizes building strong relationships with clients to tailor financial solutions that meet their unique needs. With a commitment to concierge-quality service, Adirondack Financial Services aims to be a trusted partner in navigating financial journeys.Read More

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

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