Allegra Financial

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

78 Main St Ste 5, Madison, New Jersey, 0...

Phone Number

(908) 665-1696

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
1
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1

About Allegra Financial

Allegra Financial is a full-service financial firm that provides a range of services including financial planning, wealth management, and tax preparation. The firm is dedicated to helping individuals and business owners achieve their financial goals through personalized advice and strategies. Allegra Financial operates independently, ensuring that their recommendations are tailored to the specific needs of their clients. Their mission is to maintain high standards of integrity and professionalism while guiding clients towards realizing their financial dreams.Explore more
Allegra Financial's Social MediaPopular SearchesAllegra FinancialAllegrafinancialSIC Code 62,628NAICS Code 52,523Show more

Allegra Financial Org Chart

PhoneEmail
JT
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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allegra Financial

<$5M
1-10
Private
-
-
JT
Jill TrentchClient Service Associate
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Allegra Financial Tech Stack

A closer look at the technologies used by Allegra Financial

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Frequently Asked Questions Regarding Allegra Financial

What is Allegra Financial's official website?
Allegra Financial's official website is www.allegrafinancial.com
What is Allegra Financial's Revenue?
Allegra Financial's revenue is <$5 Million
What is Allegra Financial's SIC code?
Allegra Financial's SIC: 62,628
What is Allegra Financial's NAICS code?
Allegra Financial's NAICS: 52,523
How many employees does Allegra Financial have?
Allegra Financial has 1-10 employees
What industry does Allegra Financial belong to?
Allegra Financial is in the industry of: Finance, Securities Trading
What is Allegra Financial competition?
Allegra Financial top competitors include: Wealth Advisory Services, Ratcliff Financial Services, Pillar Wealth Management, ProVise Management Group
What technology does Allegra Financial use?
Some of the popular technologies that Allegra Financial uses are: Squarespace Online Stores, Adobe Typekit, GoDaddy DNS, Google Workspace
How do I contact Allegra Financial?
Allegra Financial contact info: Phone number: (908) 665-1696 Website: www.allegrafinancial.com
What does Allegra Financial do?

Allegra Financial is a full-service financial firm that provides a range of services including financial planning, wealth management, and tax preparation. The firm is dedicated to helping individuals and business owners achieve their financial goals through personalized advice and strategies. Allegra Financial operates independently, ensuring that... their recommendations are tailored to the specific needs of their clients. Their mission is to maintain high standards of integrity and professionalism while guiding clients towards realizing their financial dreams.Read More

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

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