Berry Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

124 Broad St, Cloverdale, California, 95...

Phone Number

(707) 893-7695

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Berry Financial

Berry Financial & Insurance Solutions is a full-service financial and insurance firm that specializes in strategic wealth planning and investment management for individuals. The company also offers business consulting, employee benefits, and retirement plan advisory services tailored for nonprofits and small businesses. Founded by James Berry, who has over 15 years of experience in the industry, the firm is dedicated to helping clients achieve their financial goals. Berry Financial aims to provide the necessary planning and management to ensure security and freedom for their clients' futures.Explore more
Berry Financial's Social MediaPopular SearchesBerry FinancialSIC Code 62,628NAICS Code 52,523Show more

Berry Financial Org Chart

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JB
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Principal

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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Berry Financial

<$5M
11-50
Private
-
-
$7.5M
11-50
Private
-
-
N/A
$6.3M
11-50
Private
-
-
MC
Maverick ChurchillWealth Advisor & Owner
<$5M
1-10
Private
-
-
TP
Tyler PottsPresident & Chief Investment Officer
<$5M
1-10
Private
-
2006
AF
Adam FunkCertified Financial Planner (Cfp)
<$5M
1-10
Private
-
-
CC
Carrie ChwierutOffice Associate
<$5M
1-10
Private
-
2017
MH
Mark HartCEO & Cco Financial Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Berry Financial Tech Stack

A closer look at the technologies used by Berry Financial

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Frequently Asked Questions Regarding Berry Financial

What is Berry Financial's official website?
Berry Financial's official website is www.berryfinancial.net
What is Berry Financial's Revenue?
Berry Financial's revenue is <$5 Million
What is Berry Financial's SIC code?
Berry Financial's SIC: 62,628
What is Berry Financial's NAICS code?
Berry Financial's NAICS: 52,523
How many employees does Berry Financial have?
Berry Financial has 11-50 employees
What industry does Berry Financial belong to?
Berry Financial is in the industry of: Finance, Insurance, Securities Trading
What is Berry Financial competition?
Berry Financial top competitors include: North Shore Planning Group, Waterman Wealth Strategies, Savings Coach, Hart Financial
What technology does Berry Financial use?
Some of the popular technologies that Berry Financial uses are: Drupal, Cloudflare CDN, AddToAny, Google Tag Manager
How do I contact Berry Financial?
Berry Financial contact info: Phone number: (707) 893-7695 Website: www.berryfinancial.net
What does Berry Financial do?

Berry Financial & Insurance Solutions is a full-service financial and insurance firm that specializes in strategic wealth planning and investment management for individuals. The company also offers business consulting, employee benefits, and retirement plan advisory services tailored for nonprofits and small businesses. Founded by James Berry, who... has over 15 years of experience in the industry, the firm is dedicated to helping clients achieve their financial goals. Berry Financial aims to provide the necessary planning and management to ensure security and freedom for their clients' futures.Read More

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

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