Bonsai Financial
Finance · Arizona, United States · 1-10 Employees
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Overview
Headquarters
3235 E Camelback Rd Unit 103, Phoenix, A...Phone Number
(800) 479-7199Website
www.bonsaifinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
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1
About Bonsai Financial
Bonsai Financial is a holistic financial planning firm that specializes in creating sustainable long-term financial plans tailored to each client's goals. They offer a range of services including financial planning, retirement planning, investment planning, insurance planning, and asset management, with a focus on strategic future tax planning. The firm emphasizes the importance of small, consistent improvements to support natural growth and progression in financial health. Their intended clients are individuals seeking to protect and grow their earnings while achieving financial freedom.Explore more
Bonsai Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Bonsai Financial
<$5M
1-10
Private
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AO
Anthony OlsonFounder & Principal & Investment Advisor & Representative
Company Profile Activity
Activity Insights
Bonsai Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Bonsai Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bonsai Financial.
Bonsai Financial Tech Stack
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Bonsai Financial is a holistic financial planning firm that specializes in creating sustainable long-term financial plans tailored to each client's goals. They offer a range of services including financial planning, retirement planning, investment planning, insurance planning, and asset management, with a focus on strategic future tax planning. The... Read More
