Breakwater Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

117 Kendrick St Ste 300, Needham, Massac...

Phone Number

(617) 849-8019

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Breakwater Financial

Breakwater Financial is a fee-only financial planning firm that adheres to a fiduciary standard in its client advisory services. The company offers a range of financial planning options, including hourly, monthly fixed fee, and full-service planning, making financial advice accessible to a diverse clientele. Breakwater Financial believes in the transformative power of financial planning and aims to serve individuals seeking tailored financial solutions. Their commitment to client service positions them as a trusted advisor in the financial planning industry.Explore more
Popular SearchesBreakwater Financial LLCBreakwater Group CorpSIC Code 62,628NAICS Code 52,523Show more

Breakwater Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breakwater Financial

<$5M
1-10
Private
-
1997
AR
Abraham RingerPrincipal and Founder
$5.3M
1-10
Private
-
2010
TS
Troy SappCertified Financial Planner
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
1994
AW
Angela WetzigSenior Financial Advisor & Founder
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Breakwater Financial Tech Stack

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Frequently Asked Questions Regarding Breakwater Financial

What is Breakwater Financial's official website?
Breakwater Financial's official website is www.breakwaterfinancial.com
What is Breakwater Financial's Revenue?
Breakwater Financial's revenue is <$5 Million
What is Breakwater Financial's SIC code?
Breakwater Financial's SIC: 62,628
What is Breakwater Financial's NAICS code?
Breakwater Financial's NAICS: 52,523
How many employees does Breakwater Financial have?
Breakwater Financial has 1-10 employees
What industry does Breakwater Financial belong to?
Breakwater Financial is in the industry of: Finance, Securities Trading
What is Breakwater Financial competition?
Breakwater Financial top competitors include: HC Financial Advisors, Lince Financial Planning, Wayne Firebaugh, True Square Financial
What technology does Breakwater Financial use?
Some of the popular technologies that Breakwater Financial uses are: goo.gl, Cloudflare Website Optimization, Cloudflare CDN, Proofpoint
How do I contact Breakwater Financial?
Breakwater Financial contact info: Phone number: (617) 849-8019 Website: www.breakwaterfinancial.com
What does Breakwater Financial do?

Breakwater Financial is a fee-only financial planning firm that adheres to a fiduciary standard in its client advisory services. The company offers a range of financial planning options, including hourly, monthly fixed fee, and full-service planning, making financial advice accessible to a diverse clientele. Breakwater Financial believes in the tra... nsformative power of financial planning and aims to serve individuals seeking tailored financial solutions. Their commitment to client service positions them as a trusted advisor in the financial planning industry.Read More

Is Breakwater Financial a public company?
Breakwater Financial is private company therefore does not currently have an official ticker symbol
See more information about Breakwater Financial

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