Banyan Financial Services

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

1662 Post Rd Unit B10, Wells, Maine, 040...

Phone Number

(207) 216-9596

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Banyan Financial Services

Banyan Financial Services specializes in providing personalized financial planning and wealth management services to individuals, families, and couples. Their offerings include retirement planning, risk management, taxation, and estate planning, all aimed at helping clients achieve financial security and a sustainable lifestyle during retirement. With a client-centered approach, they design unique strategies to ensure clients have sufficient income for both planned and unforeseen life events. The company is dedicated to guiding clients toward a worry- and stress-free retirement.Explore more
Banyan Financial Services's Social MediaPopular SearchesBanyan Financial ServicesBanyan Financial Services IncBanyan FinancialBanyan Financial Partners IncBanyan Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Banyan Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Banyan Financial Services

<$5M
1-10
Private
-
2004
JA
Joseph AlvarezPrincipal Owner
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
-
MO
Michael OberdorfWealth Advisor
<$5M
1-10
Private
-
2018
RJ
Richard JenkinsCfp Financial Advisor
<$5M
1-10
Private
-
1986
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
Joseph MalmborgPrincipal and Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Banyan Financial Services Tech Stack

A closer look at the technologies used by Banyan Financial Services

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Frequently Asked Questions Regarding Banyan Financial Services

What is Banyan Financial Services's official website?
Banyan Financial Services's official website is www.banyanfinancialservices.com
What is Banyan Financial Services's Revenue?
Banyan Financial Services's revenue is <$5 Million
What is Banyan Financial Services's SIC code?
Banyan Financial Services's SIC: 62,628
What is Banyan Financial Services's NAICS code?
Banyan Financial Services's NAICS: 52,523
How many employees does Banyan Financial Services have?
Banyan Financial Services has 1-10 employees
What industry does Banyan Financial Services belong to?
Banyan Financial Services is in the industry of: Finance, Securities Trading
What is Banyan Financial Services competition?
Banyan Financial Services top competitors include: Malmborg Wealth Consulting Group, Focused Financial Solutions, Financial Sources, Triad Wealth Advisors
What technology does Banyan Financial Services use?
Some of the popular technologies that Banyan Financial Services uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Banyan Financial Services?
Banyan Financial Services contact info: Phone number: (207) 216-9596 Website: www.banyanfinancialservices.com
What does Banyan Financial Services do?

Banyan Financial Services specializes in providing personalized financial planning and wealth management services to individuals, families, and couples. Their offerings include retirement planning, risk management, taxation, and estate planning, all aimed at helping clients achieve financial security and a sustainable lifestyle during retirement. W... ith a client-centered approach, they design unique strategies to ensure clients have sufficient income for both planned and unforeseen life events. The company is dedicated to guiding clients toward a worry- and stress-free retirement.Read More

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

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