Alfonso

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3956 Howard Ln, Loomis, California, 9565...

Phone Number

(916) 765-2318

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Alfonso

Its never a bad time to speak with your financial professional about changes in your situation. Alfonso|Conrad offers comprehensive solutions through a spectrum of financial services. From helping to grow your wealth through investment strategies, planning for your familys future, and preparing for retirement, Alfonso|Conrad advisors offer independent financial advice. Whether youre fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure youre financially prepared to achieve a lifetime of goals. We can help you reach them with independent financial advise and a personalized plan. With over 40 years combined experience we know the ins and outs of your STRS, PERS and 403(b) plan. Let us help you understand all the options available to you. At alfonso|conrad we will educate you on planning for the future and get you excited for whats to come. From setting up an IRA to income planning to 401(k)/IRA/403(b) rollovers we will be your partner inRead more
Popular SearchesAlfonsoalfonsoconrad.comSIC Code 62,628NAICS Code 52,523Show more

Is Alfonso your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Alfonso

Compare insights from companies similar to Alfonso, 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

Alfonso

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1999
MM
Marie MajkaExecutive Assistant
<$5M
1-10
Private
-
2006
DZ
David ZumbuschCertified Financial Planner
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2008
RW
Richard WiedlManaging Partner
<$5M
1-10
Private
-
1999
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alfonso is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Alfonso Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Alfonso

What is Alfonso's official website?
Alfonso's official website is www.alfonsoconrad.com
What is Alfonso's Revenue?
Alfonso's revenue is <$5 Million
What is Alfonso's SIC code?
Alfonso's SIC: 62,628
What is Alfonso's NAICS code?
Alfonso's NAICS: 52,523
How many employees does Alfonso have?
Alfonso has 1-10 employees
What industry does Alfonso belong to?
Alfonso is in the industry of: Finance, Securities Trading
What is Alfonso competition?
Alfonso top competitors include: MacDonald Financial Services, Legacy Advisory Services, Strategic Planning Concepts, Cornerstone Wealth Management
What technology does Alfonso use?
Some of the popular technologies that Alfonso uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Alfonso?
Alfonso contact info: Phone number: (916) 765-2318 Website: www.alfonsoconrad.com
What does Alfonso do?

Its never a bad time to speak with your financial professional about changes in your situation. Alfonso|Conrad offers comprehensive solutions through a spectrum of financial services. From helping to grow your wealth through investment strategies, planning for your familys future, and preparing for retirement, Alfonso|Conrad advisors offer independ... ent financial advice. Whether youre fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure youre financially prepared to achieve a lifetime of goals. We can help you reach them with independent financial advise and a personalized plan. With over 40 years combined experience we know the ins and outs of your STRS, PERS and 403(b) plan. Let us help you understand all the options available to you. At alfonso|conrad we will educate you on planning for the future and get you excited for whats to come. From setting up an IRA to income planning to 401(k)/IRA/403(b) rollovers we will be your partner in every step along the way. At alfonso|conrad we have specialized in financial planning for Californias educators since 1996. This means we truly speak your language: from CalSTRS and CalPERS to Roth IRAs and 403(b) Plans, we have the kind of extensive experience you need to make sense of the options available to you. We can assist you with 457 plan choices and Retirement Planning. Together we'll formulate a unique plan of action based on your needs and retirement income sources. Growing your wealth requires patience and foresight. With our investment strategies, well help you build long-term plan through short-term planning. As a business owner, you have your company needs to consider along with your own personal financial goals. At alfonso|conrad we understand your specific requirements and well help you to prepare for a better future for you and your employees. Get your business on the road to success. A new job. An addition to the family. Purchasing a home. Retirement. Life brings about both joyful milestones and difficult ...Read More

Is Alfonso a public company?
Alfonso is private company therefore does not currently have an official ticker symbol
See more information about Alfonso

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.