Braun Financial Services
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 1-10 Employees

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Overview

Headquarters

325-555 6th St, New Westminster, British...

Phone Number

(604) 521-3778

Revenue

$5.1 Million

Industry

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

Braun Financial Services Ltd. is a financial advisory firm based in New Westminster, B.C., established in 1977, dedicated to helping clients take care of their loved ones through tailored investment and insurance solutions. The company offers a range of services including Retirement Readiness Reports, Family Income Protection Plans, and Family Wealth Transfer Plans, aimed at ensuring financial security and legacy planning. With a second office in Vernon, B.C., Braun Financial Services caters to clients in both the Lower Mainland and Okanagan Valley. Recognized as New Westminster's favorite financial advisor since 2024, the firm emphasizes personalized financial strategies to meet the unique needs of families.Explore more
Braun Financial Services's Social MediaPopular SearchesBraun Financial Services LtdBraun FinancialJ Braun Financial Services LtdBraun & Associates Financial ServicesBraun Associates Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Braun Financial Services Org Chart

PhoneEmail
Christine Conway, President & Certified Financial Planner at Braun Financial Services
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President & Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Braun Financial Services

$5.1M
1-10
Private
-
1977
Christine Conway, President & Certified Financial Planner at Braun Financial Services
Christine ConwayPresident & Certified Financial Planner
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
2000
DB
Diane BeischerClient Services Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Braun Financial Services Tech Stack

A closer look at the technologies used by Braun Financial Services

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Frequently Asked Questions Regarding Braun Financial Services

What is Braun Financial Services's official website?
Braun Financial Services's official website is www.braunfinancial.com
What is Braun Financial Services's Revenue?
Braun Financial Services's revenue is $5.1 Million
What is Braun Financial Services's SIC code?
Braun Financial Services's SIC: 62,628
What is Braun Financial Services's NAICS code?
Braun Financial Services's NAICS: 52,523
How many employees does Braun Financial Services have?
Braun Financial Services has 1-10 employees
What industry does Braun Financial Services belong to?
Braun Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Braun Financial Services competition?
Braun Financial Services top competitors include: Young Financial Group, Points Financial Solutions, Truespect Wealth Management, Reg Matheson Financial Services
What technology does Braun Financial Services use?
Some of the popular technologies that Braun Financial Services uses are: WordPress.org, PHP, MailChimp, Microsoft 365
How do I contact Braun Financial Services?
Braun Financial Services contact info: Phone number: (604) 521-3778 Website: www.braunfinancial.com
What does Braun Financial Services do?

Braun Financial Services Ltd. is a financial advisory firm based in New Westminster, B.C., established in 1977, dedicated to helping clients take care of their loved ones through tailored investment and insurance solutions. The company offers a range of services including Retirement Readiness Reports, Family Income Protection Plans, and Family Weal... th Transfer Plans, aimed at ensuring financial security and legacy planning. With a second office in Vernon, B.C., Braun Financial Services caters to clients in both the Lower Mainland and Okanagan Valley. Recognized as New Westminster's favorite financial advisor since 2024, the firm emphasizes personalized financial strategies to meet the unique needs of families.Read More

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

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