Baldwin Financial Advisors

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

44 S Vail Ave Ste 103, Arlington Heights...

Phone Number

(847) 253-3185

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Baldwin Financial Advisors

Baldwin Financial Advisors is a women-owned, private boutique financial planning firm that offers holistic and personalized financial planning, education, and consulting services. They guide clients through important financial decisions, focusing on retirement planning and helping individuals achieve financial autonomy. The firm emphasizes the importance of working with Certified Financial Planner (CFP) professionals who prioritize clients' best interests. Their goal is to assist clients in building and sustaining a strong financial future, regardless of their current financial stage.Explore more
Baldwin Financial Advisors's Social MediaPopular SearchesBaldwin Financial Advisors LLCBaldwin Financial LLCBaldwin FinancialBaldwin Financial Systems LLCBaldwin BenSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baldwin Financial Advisor...

<$5M
1-10
Private
-
1982
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2009
JD
Jack DolanManaging Partner
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
-
NB
Nick BaileyFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Baldwin Financial Advisors Tech Stack

A closer look at the technologies used by Baldwin Financial Advisors

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Frequently Asked Questions Regarding Baldwin Financial Advisors

What is Baldwin Financial Advisors's official website?
Baldwin Financial Advisors's official website is www.baldwinfinancialadvisors.com
What is Baldwin Financial Advisors's Revenue?
Baldwin Financial Advisors's revenue is <$5 Million
What is Baldwin Financial Advisors's SIC code?
Baldwin Financial Advisors's SIC: 62,628
What is Baldwin Financial Advisors's NAICS code?
Baldwin Financial Advisors's NAICS: 52,523
How many employees does Baldwin Financial Advisors have?
Baldwin Financial Advisors has 1-10 employees
What industry does Baldwin Financial Advisors belong to?
Baldwin Financial Advisors is in the industry of: Finance, Securities Trading
What is Baldwin Financial Advisors competition?
Baldwin Financial Advisors top competitors include: Highsmith Financial Planning, Lifetime Financial Planning, Lunsford Financial Planning, Compass Investment Advisors
What technology does Baldwin Financial Advisors use?
Some of the popular technologies that Baldwin Financial Advisors uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API
How do I contact Baldwin Financial Advisors?
Baldwin Financial Advisors contact info: Phone number: (847) 253-3185 Website: www.baldwinfinancialadvisors.com
What does Baldwin Financial Advisors do?

Baldwin Financial Advisors is a women-owned, private boutique financial planning firm that offers holistic and personalized financial planning, education, and consulting services. They guide clients through important financial decisions, focusing on retirement planning and helping individuals achieve financial autonomy. The firm emphasizes the impo... rtance of working with Certified Financial Planner (CFP) professionals who prioritize clients' best interests. Their goal is to assist clients in building and sustaining a strong financial future, regardless of their current financial stage.Read More

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

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