Advocate Financial

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

4607 Library Rd Ste 220-25, Bethel Park,...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Advocate Financial

Advocate Financial specializes in financial services for retirement planning, focusing on federal and state employees. They offer a range of services including Florida Retirement System DROP reviews, federal employee retirement reviews, and estate planning to help clients maximize their retirement benefits. The firm emphasizes growth, protection, and income strategies to secure financial futures for their clients. Advocate Financial aims to provide peace of mind through careful planning and tailored financial strategies.Explore more
Advocate Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Advocate Financial Org Chart

PhoneEmail
CE
United States flag for contact location.

Business Development Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advocate Financial

<$5M
11-50
Private
-
2021
CE
Constance EliouBusiness Development Manager
<$5M
1-10
Private
-
1990
DL
Daniel LindbladFinancial Advisor
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2012
Illustration of an envelope

Advocate Financial Tech Stack

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Frequently Asked Questions Regarding Advocate Financial

What is Advocate Financial's official website?
Advocate Financial's official website is www.advocatefinancial.net
What is Advocate Financial's Revenue?
Advocate Financial's revenue is <$5 Million
What is Advocate Financial's SIC code?
Advocate Financial's SIC: 62,628
What is Advocate Financial's NAICS code?
Advocate Financial's NAICS: 52,523
How many employees does Advocate Financial have?
Advocate Financial has 11-50 employees
What industry does Advocate Financial belong to?
Advocate Financial is in the industry of: Finance, Securities Trading
What is Advocate Financial competition?
Advocate Financial top competitors include: Income for Life, Great Lakes Wealth Advisors, Lindblad Financial Group
What technology does Advocate Financial use?
Some of the popular technologies that Advocate Financial uses are: GoCentral, Google Font API, YouTube, Microsoft 365
What does Advocate Financial do?

Advocate Financial specializes in financial services for retirement planning, focusing on federal and state employees. They offer a range of services including Florida Retirement System DROP reviews, federal employee retirement reviews, and estate planning to help clients maximize their retirement benefits. The firm emphasizes growth, protection, a... nd income strategies to secure financial futures for their clients. Advocate Financial aims to provide peace of mind through careful planning and tailored financial strategies.Read More

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

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