Advantage Financial Services

Finance · Canada · 1-10 Employees

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Overview

Headquarters

104-13 St. N. Ste 276, Lethbridge, Alber...

Phone Number

(403) 381-9195

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Advantage Financial Services

Advantage Financial Services Inc. is a financial advisory firm based in Lethbridge, Alberta, specializing in financial planning, investment management, and retirement planning. They offer a range of services including insurance analysis, estate planning, and tax planning, catering to various life stages from young families to retirees. The company aims to build collaborative relationships with clients, providing tailored financial strategies to help them achieve their financial goals. Their target clients include high-net-worth individuals and families seeking comprehensive wealth management and investment solutions.Explore more
Advantage Financial Services's Social MediaPopular SearchesAdvantage Financial Services IncAdvantage Financial ServicesAdvantage FinancialAdvantage Financial AgencyAdvantage Financial Service IncSIC Code 62,628NAICS Code 52,523Show more

Advantage Financial Services Org Chart

PhoneEmail
MS
Canada flag for contact location.

Associate Portfolio Manager

PhoneEmail
MA
Canada flag for contact location.

Estate, Insurance & Investment Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advantage Financial Servi...

<$5M
1-10
Private
-
-
MS
Mason SheenAssociate Portfolio Manager
$6M
11-50
Private
-
-
SF
Sherman FriesenCertified Financial Planner
<$5M
1-10
Private
-
-
JM
John MalykCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KP
Kimberly PerrierFinancial Advisor
<$5M
1-10
Private
-
1995
JL
Jane LoomisLicensed & Client Services Assistant
<$5M
1-10
Private
-
-
JK
Jessica KoederExecutive Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Advantage Financial Services Tech Stack

A closer look at the technologies used by Advantage Financial Services

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Frequently Asked Questions Regarding Advantage Financial Services

What is Advantage Financial Services's official website?
Advantage Financial Services's official website is www.advfinancial.ca
What is Advantage Financial Services's Revenue?
Advantage Financial Services's revenue is <$5 Million
What is Advantage Financial Services's SIC code?
Advantage Financial Services's SIC: 62,628
What is Advantage Financial Services's NAICS code?
Advantage Financial Services's NAICS: 52,523
How many employees does Advantage Financial Services have?
Advantage Financial Services has 1-10 employees
What industry does Advantage Financial Services belong to?
Advantage Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Advantage Financial Services competition?
Advantage Financial Services top competitors include: Malyk - John, Forward Vision Financial Group, The Complete Wealth Management System, Thomas Laube Wealth Advisory
What technology does Advantage Financial Services use?
Some of the popular technologies that Advantage Financial Services uses are: WordPress.org, PHP, Google Tag Manager, Google Global Site Tag
How do I contact Advantage Financial Services?
Advantage Financial Services contact info: Phone number: (403) 381-9195 Website: www.advfinancial.ca
What does Advantage Financial Services do?

Advantage Financial Services Inc. is a financial advisory firm based in Lethbridge, Alberta, specializing in financial planning, investment management, and retirement planning. They offer a range of services including insurance analysis, estate planning, and tax planning, catering to various life stages from young families to retirees. The company... aims to build collaborative relationships with clients, providing tailored financial strategies to help them achieve their financial goals. Their target clients include high-net-worth individuals and families seeking comprehensive wealth management and investment solutions.Read More

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

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