Branch Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

21 Bennetts Rd Ste 201, Setauket, New Yo...

Phone Number

(631) 979-6000

Revenue

<$5 Million

Industry

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

Branch Financial Services, Inc. is an independent wealth management firm that offers comprehensive financial planning strategies tailored to meet the needs of families and individuals. Their services include financial planning, retirement planning, estate and legacy planning, and investment strategies, all designed to help clients achieve their financial goals. The firm prides itself on building enduring relationships with clients, ensuring direct access to advisors for personalized guidance. Since its founding in 1974, Branch Financial has focused on fostering a welcoming environment that encourages genuine connections and effective communication.Explore more
Branch Financial Services's Social MediaPopular SearchesBranch Financial Services IncBranch Financial ServicesBranch Financial Services LLCFGS FinancialFgs Financial IncSIC Code 62,628NAICS Code 52,523Show more

Branch Financial Services Org Chart

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Compare insights from companies similar to Branch Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Branch Financial Services

<$5M
1-10
Private
-
1974
<$5M
1-10
Private
-
2001
DP
Debbie ParkerManager, Operations
<$5M
1-10
Private
-
2000
BH
Becky HummAdministrative Assistant
<$5M
1-10
Private
-
-
TS
Tamara SchaeferInvestment Advisor & Representative
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2014
DS
Daniel ShevlinCfp, Clu, Ricp Lpl Financial Advisor
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Branch Financial Services Tech Stack

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Frequently Asked Questions Regarding Branch Financial Services

What is Branch Financial Services's official website?
Branch Financial Services's official website is www.branchfinancialsrvcs.com
What is Branch Financial Services's Revenue?
Branch Financial Services's revenue is <$5 Million
What is Branch Financial Services's SIC code?
Branch Financial Services's SIC: 62,628
What is Branch Financial Services's NAICS code?
Branch Financial Services's NAICS: 52,523
How many employees does Branch Financial Services have?
Branch Financial Services has 1-10 employees
What industry does Branch Financial Services belong to?
Branch Financial Services is in the industry of: Finance, Securities Trading
What is Branch Financial Services competition?
Branch Financial Services top competitors include: Independent Investment Services, National Financial Services, Cetera Investment Management, 20/20 Financial Group
What technology does Branch Financial Services use?
Some of the popular technologies that Branch Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Branch Financial Services?
Branch Financial Services contact info: Phone number: (631) 979-6000 Website: www.branchfinancialsrvcs.com
What does Branch Financial Services do?

Branch Financial Services, Inc. is an independent wealth management firm that offers comprehensive financial planning strategies tailored to meet the needs of families and individuals. Their services include financial planning, retirement planning, estate and legacy planning, and investment strategies, all designed to help clients achieve their fin... ancial goals. The firm prides itself on building enduring relationships with clients, ensuring direct access to advisors for personalized guidance. Since its founding in 1974, Branch Financial has focused on fostering a welcoming environment that encourages genuine connections and effective communication.Read More

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

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