Advisor Annie
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
623 17th St, Vero Beach, Florida, 32960,...Phone Number
(772) 567-6060Website
www.advisorannie.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Advisor Annie
Annie Vliegenthart specializes in holistic financial planning, offering tailored services to help clients achieve their financial goals. With a diverse background as a CFP professional and J.D., she provides expert guidance to individuals and families at various stages of their financial journey. The company emphasizes personalized service and flexibility, ensuring that financial plans adapt to clients' changing needs. Annie Vliegenthart serves a wide range of clients, from those new to investing to those nearing retirement.Explore more
Popular SearchesAdvisor Annie IncSIC Code 62,628NAICS Code 52,523Show more
Advisor Annie Org Chart
KW
Chief Operating Officer
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2005
Company Profile Activity
Activity Insights
Advisor Annie is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Advisor Annie is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advisor Annie.
Advisor Annie Tech Stack
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Annie Vliegenthart specializes in holistic financial planning, offering tailored services to help clients achieve their financial goals. With a diverse background as a CFP professional and J.D., she provides expert guidance to individuals and families at various stages of their financial journey. The company emphasizes personalized service and flex... Read More
