AdvisorServe

Insurance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

130 Springside Dr Ste 300, Akron, Ohio, ...

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About AdvisorServe

AdvisorServe is an independent back-office insurance counsel firm designed specifically for fee-only fiduciary advisors. They provide objective insurance analysis without product bias, focusing on life insurance, disability insurance, long-term care insurance, and annuities as part of a comprehensive financial plan. The firm emphasizes ongoing support and accountability, ensuring that advisors remain engaged with their clients' evolving needs. By exclusively partnering with fiduciary advisors, AdvisorServe aligns its services with those who uphold the same ethical standards.Explore more
AdvisorServe's Social MediaPopular SearchesAdvisorServeSIC Code 64,641NAICS Code 52,524Show more

AdvisorServe Org Chart

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Chief Executive Officer

PhoneEmail
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President

PhoneEmail

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Compare insights from companies similar to AdvisorServe, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AdvisorServe

<$5M
1-10
Private
<$5M
-
$6M
11-50
Private
-
2009
PF
Paul FucaPresident
$5.6M
11-50
Private
<$5M
1999
JT
Jessica TaylorManager, Benefits
<$5M
11-50
Private
-
2002
TC
Tammi CallahanPrincipal - Personal, Commercial and Life Producer
<$5M
1-10
Private
-
1989
TD
Tashara DunlapOffice Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

AdvisorServe is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

AdvisorServe is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about AdvisorServe.

AdvisorServe financials insights

Gather financial insights about AdvisorServe, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$55K

See All AdvisorServe's Financials Insights

AdvisorServe Tech Stack

A closer look at the technologies used by AdvisorServe

Top Insurance Companies

Frequently Asked Questions Regarding AdvisorServe

What is AdvisorServe's official website?
AdvisorServe's official website is www.advisorserve.com
What is AdvisorServe's Revenue?
AdvisorServe's revenue is <$5 Million
What is AdvisorServe's SIC code?
AdvisorServe's SIC: 64,641
What is AdvisorServe's NAICS code?
AdvisorServe's NAICS: 52,524
How many employees does AdvisorServe have?
AdvisorServe has 1-10 employees
What industry does AdvisorServe belong to?
AdvisorServe is in the industry of: Insurance
What is AdvisorServe competition?
AdvisorServe top competitors include: Clapper Insurance Agency, Rod Dunlap Insurance, Schaefer Delauder Insurance, Mike Preis
What technology does AdvisorServe use?
Some of the popular technologies that AdvisorServe uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
What does AdvisorServe do?

AdvisorServe is an independent back-office insurance counsel firm designed specifically for fee-only fiduciary advisors. They provide objective insurance analysis without product bias, focusing on life insurance, disability insurance, long-term care insurance, and annuities as part of a comprehensive financial plan. The firm emphasizes ongoing supp... ort and accountability, ensuring that advisors remain engaged with their clients' evolving needs. By exclusively partnering with fiduciary advisors, AdvisorServe aligns its services with those who uphold the same ethical standards.Read More

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

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