Advocate Financial Life & Health Brokerage
Finance · Indiana, United States · 11-50 Employees
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Overview
Headquarters
9604 Coldwater Rd Ste 205, Fort Wayne, I...Phone Number
(800) 943-2386Website
www.myadvocatefinancial.comRevenue
$18.6 MillionIndustry
ZI Rank: 9
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
2
2
2
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9
About Advocate Financial Life & Health Brokerage
Advocate Financial is a specialized firm dedicated to providing guidance and support for individuals navigating the complexities of long-term care financial planning. With a focus on Medicaid planning and asset protection, the company assists clients in structuring their finances to optimize eligibility for government benefits while preserving wealth. Through personalized strategies and expert advice, My Advocate Financial helps families make informed decisions to ensure financial security and access to necessary care services.Explore more
Advocate Financial Life & Health Brokerage Org Chart
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Company Profile Activity
Activity Insights
Advocate Financial Life & Health Brokerage is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Advocate Financial Life & Health Brokerage is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advocate Financial Life & Health Brokerage.
Advocate Financial Life & Health Brokerage financials insights
Gather financial insights about Advocate Financial Life & Health Brokerage, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2024
Debt
$400K
Advocate Financial Life & Health Brokerage Tech Stack
A closer look at the technologies used by Advocate Financial Life & Health Brokerage
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Most Recent Scoops
Hiring Plans
Advocate Financial Life & Health Brokerage has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Advocate Financial Life & Health Brokerage has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Advocate Financial Life & Health Brokerage has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Funding
reportedly secured $500,000 in Debt funding in Q3 2024. The financing was provided by Northeast Bank.
Funding, Financing & Debt
Project
Spending/Investment, Business Intelligence, Customer Engagement, Financial Planning, Customer Service
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Frequently Asked Questions Regarding Advocate Financial Life & Health Brokerage
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Advocate Financial is a specialized firm dedicated to providing guidance and support for individuals navigating the complexities of long-term care financial planning. With a focus on Medicaid planning and asset protection, the company assists clients in structuring their finances to optimize eligibility for government benefits while preserving weal... Read More
