Alan K Modest and Associates

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

40 Speen St Ste 103, Framingham, Massach...

Phone Number

(508) 872-3777

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
1
1
1

About Alan K Modest and Associates

Alan K. Modest Home has been providing insurance and investment services since 1976, focusing on helping clients manage their financial futures. The company emphasizes long-term relationships built on open communication to understand clients' personal situations, dreams, and risk tolerances. Their offerings include retirement planning, estate management, investment strategies, insurance solutions, and tax assistance. They aim to educate clients through various resources such as articles, videos, and calculators to enhance their financial literacy.Explore more
Alan K Modest and Associates's Social MediaPopular SearchesAlan K Modest and AssociatesAlan K Modest & AssocAlan K Modest & AssociatesK Modest & AssociatesAlan K ModestSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alan K Modest and Associa...

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Laura Williamson, Executive VP at Cornerstone Investments
Laura WilliamsonExecutive VP
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MF
Mark FalerFinancial Professional
<$5M
1-10
Private
-
2002
DB
David BolickCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
2011
JR
Jordan RodgerFinancial Professional
<$5M
1-10
Private
-
1987
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alan K Modest and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alan K Modest and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alan K Modest and Associates.

Alan K Modest and Associates Tech Stack

A closer look at the technologies used by Alan K Modest and Associates

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Frequently Asked Questions Regarding Alan K Modest and Associates

What is Alan K Modest and Associates's official website?
Alan K Modest and Associates's official website is www.alanmodest.com
What is Alan K Modest and Associates's Revenue?
Alan K Modest and Associates's revenue is <$5 Million
What is Alan K Modest and Associates's SIC code?
Alan K Modest and Associates's SIC: 62,628
What is Alan K Modest and Associates's NAICS code?
Alan K Modest and Associates's NAICS: 52,523
How many employees does Alan K Modest and Associates have?
Alan K Modest and Associates has 1-10 employees
What industry does Alan K Modest and Associates belong to?
Alan K Modest and Associates is in the industry of: Finance, Insurance, Securities Trading
What is Alan K Modest and Associates competition?
Alan K Modest and Associates top competitors include: Rodger Jordan, FMG Suite, TPS Advisors, Bryant and Bolick Financial Services
What technology does Alan K Modest and Associates use?
Some of the popular technologies that Alan K Modest and Associates uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Proofpoint
How do I contact Alan K Modest and Associates?
Alan K Modest and Associates contact info: Phone number: (508) 872-3777 Website: www.alanmodest.com
What does Alan K Modest and Associates do?

Alan K. Modest Home has been providing insurance and investment services since 1976, focusing on helping clients manage their financial futures. The company emphasizes long-term relationships built on open communication to understand clients' personal situations, dreams, and risk tolerances. Their offerings include retirement planning, estate manag... ement, investment strategies, insurance solutions, and tax assistance. They aim to educate clients through various resources such as articles, videos, and calculators to enhance their financial literacy.Read More

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

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