Affluent Financial Services

Accounting for Legal Practices · Maryland, United States · 1-10 Employees

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Overview

Headquarters

9210 Corporate Blvd Ste 230, Rockville, ...

Phone Number

(301) 921-8585

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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About Affluent Financial Services

Affluent Financial Services is a CPA firm based in Rockville, Maryland, offering a range of services including audit and assurance, tax preparation, bookkeeping, payroll processing, and advisory services. The firm caters to various industries such as government contractors, healthcare, life sciences, not-for-profits, and technology. With over 30 years of experience, AFS is recognized for its expertise and commitment to client success, providing timely and accurate financial reporting. Their clients appreciate the firm's professionalism, attention to detail, and proactive approach to financial management.Explore more
Affluent Financial Services's Social MediaPopular SearchesAffluent Financial Services LLCAffluent Financial ServicesAffluent CPASIC Code 87,872NAICS Code 54,541Show more

Affluent Financial Services Org Chart

PhoneEmail
WN
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Real Estate Broker & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affluent Financial Servic...

<$5M
1-10
Private
-
2008
WN
Wakika NewtonReal Estate Broker & Owner
$6.6M
51-200
Private
-
1995
N/A
$5.9M
11-50
Private
<$5M
1996
LG
Lupe GarciaAccount Service Representative
<$5M
11-50
Private
<$5M
1979
SK
Sara KnoperSenior Manager, Tax
<$5M
11-50
Private
-
1975
N/A
<$5M
11-50
Private
-
2009
AR
Abu RonyManager, Digital Marketing
<$5M
11-50
Private
<$5M
1980
JY
Julie YuleManager, Tax & Quickbooks Proadvisor Certified Public Accountant
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affluent Financial Services Tech Stack

A closer look at the technologies used by Affluent Financial Services

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Affluent Financial Services

What is Affluent Financial Services's official website?
Affluent Financial Services's official website is www.affluentcpa.com
What is Affluent Financial Services's Revenue?
Affluent Financial Services's revenue is <$5 Million
What is Affluent Financial Services's SIC code?
Affluent Financial Services's SIC: 87,872
What is Affluent Financial Services's NAICS code?
Affluent Financial Services's NAICS: 54,541
How many employees does Affluent Financial Services have?
Affluent Financial Services has 1-10 employees
What industry does Affluent Financial Services belong to?
Affluent Financial Services is in the industry of: Accounting for Legal Practices, Business Services
What is Affluent Financial Services competition?
Affluent Financial Services top competitors include: Baker Holtz, Yoder, CSA Group, Ullrich Delevati CPAs
What technology does Affluent Financial Services use?
Some of the popular technologies that Affluent Financial Services uses are: WordPress.org, Sectigo
How do I contact Affluent Financial Services?
Affluent Financial Services contact info: Phone number: (301) 921-8585 Website: www.affluentcpa.com
What does Affluent Financial Services do?

Affluent Financial Services is a CPA firm based in Rockville, Maryland, offering a range of services including audit and assurance, tax preparation, bookkeeping, payroll processing, and advisory services. The firm caters to various industries such as government contractors, healthcare, life sciences, not-for-profits, and technology. With over 30 ye... ars of experience, AFS is recognized for its expertise and commitment to client success, providing timely and accurate financial reporting. Their clients appreciate the firm's professionalism, attention to detail, and proactive approach to financial management.Read More

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

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