Arbor Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

500 Cordova St, Pasadena, California, 91...

Phone Number

(626) 578-0022

Revenue

<$5 Million

Industry

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

About Arbor Financial Services

Arbor Financial Services is an independent investment management and financial consulting firm that has been assisting families in achieving their long-term financial goals since 1996. They offer a range of services including financial planning, investment management, sustainable investing, retirement planning, and education planning. Arbor is committed to a holistic approach, managing every aspect of clients' financial journeys and ensuring their plans evolve with life changes. Their target clients are families seeking personalized financial strategies tailored to their unique needs.Explore more
Arbor Financial Services's Social MediaPopular SearchesARBOR Financial ServicesArbor Financial Services IncARBOR Financial Services wasArbor Financial Services 500Arbor Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Arbor Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Arbor Financial Services

<$5M
1-10
Private
-
2013
MP
Michael PulsFinancial Advisor
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2003
ES
Elizabeth SantucciAdministrative Assistant
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Arbor Financial Services Tech Stack

A closer look at the technologies used by Arbor Financial Services

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Frequently Asked Questions Regarding Arbor Financial Services

What is Arbor Financial Services's official website?
Arbor Financial Services's official website is www.arborfin.com
What is Arbor Financial Services's Revenue?
Arbor Financial Services's revenue is <$5 Million
What is Arbor Financial Services's SIC code?
Arbor Financial Services's SIC: 62,628
What is Arbor Financial Services's NAICS code?
Arbor Financial Services's NAICS: 52,523
How many employees does Arbor Financial Services have?
Arbor Financial Services has 1-10 employees
What industry does Arbor Financial Services belong to?
Arbor Financial Services is in the industry of: Finance, Securities Trading
What is Arbor Financial Services competition?
Arbor Financial Services top competitors include: Casco Bay Wealth Advisors, Holliger Financial Consultants, Paul Santucci Financial Services, Wealth Advisory Services
What technology does Arbor Financial Services use?
Some of the popular technologies that Arbor Financial Services uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Arbor Financial Services?
Arbor Financial Services contact info: Phone number: (626) 578-0022 Website: www.arborfin.com
What does Arbor Financial Services do?

Arbor Financial Services is an independent investment management and financial consulting firm that has been assisting families in achieving their long-term financial goals since 1996. They offer a range of services including financial planning, investment management, sustainable investing, retirement planning, and education planning. Arbor is comm... itted to a holistic approach, managing every aspect of clients' financial journeys and ensuring their plans evolve with life changes. Their target clients are families seeking personalized financial strategies tailored to their unique needs.Read More

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

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