Avea Financial Planning

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

723 The Parkway, Richland, Washington, 9...

Phone Number

(509) 366-0032

Revenue

<$5 Million

Industry

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

About Avea Financial Planning

Avea Financial Planning is a flat fee financial planner based in Kennewick, specializing in fiduciary investment, retirement, and tax planning for individuals nearing or in retirement. The firm focuses on unifying retirement, income, and tax planning with investment management to empower clients to achieve their financial goals. They offer personalized services, including comprehensive retirement planning, investment management, and tax preparation, ensuring clients feel confident in their financial decisions. Avea Financial Planning is dedicated to building strong relationships with clients, prioritizing their best interests without commissions or bonuses.Explore more
Avea Financial Planning's Social MediaPopular SearchesAvea Financial Planning LLCAvea Financial PlanningFinancial PlanningSIC Code 62,628NAICS Code 52,523Show more

Avea Financial Planning Org Chart

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AF
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Fidiciary Financial Advisor & Registered Inve...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avea Financial Planning

<$5M
1-10
Private
-
2017
AF
Angela Furubotten-LaRoseeFidiciary Financial Advisor & Registered Investment Advisor
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2013
KR
Kali RobergeChief Operations Officer
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Avea Financial Planning Tech Stack

A closer look at the technologies used by Avea Financial Planning

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Frequently Asked Questions Regarding Avea Financial Planning

What is Avea Financial Planning's official website?
Avea Financial Planning's official website is www.aveafp.com
What is Avea Financial Planning's Revenue?
Avea Financial Planning's revenue is <$5 Million
What is Avea Financial Planning's SIC code?
Avea Financial Planning's SIC: 62,628
What is Avea Financial Planning's NAICS code?
Avea Financial Planning's NAICS: 52,523
How many employees does Avea Financial Planning have?
Avea Financial Planning has 1-10 employees
What industry does Avea Financial Planning belong to?
Avea Financial Planning is in the industry of: Finance, Securities Trading
What is Avea Financial Planning competition?
Avea Financial Planning top competitors include: Sherwood Investment Services, Charleston Financial Advisors, Safe Landing Financial, Beyond Your Hammock
What technology does Avea Financial Planning use?
Some of the popular technologies that Avea Financial Planning uses are: MailChimp, Google Cloud Web Serving, Google Cloud Platform, MailChimp SPF
How do I contact Avea Financial Planning?
Avea Financial Planning contact info: Phone number: (509) 366-0032 Website: www.aveafp.com
What does Avea Financial Planning do?

Avea Financial Planning is a flat fee financial planner based in Kennewick, specializing in fiduciary investment, retirement, and tax planning for individuals nearing or in retirement. The firm focuses on unifying retirement, income, and tax planning with investment management to empower clients to achieve their financial goals. They offer personal... ized services, including comprehensive retirement planning, investment management, and tax preparation, ensuring clients feel confident in their financial decisions. Avea Financial Planning is dedicated to building strong relationships with clients, prioritizing their best interests without commissions or bonuses.Read More

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

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