Burr Financial

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2659 Townsgate Rd Ste 109, Westlake Vill...

Phone Number

(805) 497-9909

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Burr Financial

Burr Financial, Inc. is a comprehensive financial advisory firm focused on assisting retirees and pre-retirees in protecting their lifestyles and building prosperous futures. The firm specializes in creating prudent investment strategies and sophisticated risk management techniques to help clients build and safeguard their wealth. Their services encompass retirement planning, estate management, investment advice, insurance, and tax strategies. Burr Financial aims to provide a private wealth experience that emphasizes financial freedom and peace of mind for their clients.Explore more
Burr Financial's Social MediaPopular SearchesBurr Financial IncBurrfinancialBurr FinancialSean BurrSIC Code 62,628NAICS Code 52,523Show more

Burr Financial Org Chart

PhoneEmail
DW
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
DW
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Burr Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Burr Financial

Compare insights from companies similar to Burr Financial, 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

Burr Financial

<$5M
1-10
Private
-
2015
DW
Deanne WilsonDirector, Operations
$5.2M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1992
Michael Fahim, Founder & Chief Executive Officer at Educators Retirement Services
Michael FahimFounder & CEO
<$5M
1-10
Private
-
-
CL
Cathy LofranoPosition In Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
RF
Robert FredriksonFinancial Advisor & Consultant & Manager, Investment
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Burr Financial Tech Stack

A closer look at the technologies used by Burr Financial

Top Finance Companies

Frequently Asked Questions Regarding Burr Financial

What is Burr Financial's official website?
Burr Financial's official website is www.burrfinancial.com
What is Burr Financial's Revenue?
Burr Financial's revenue is <$5 Million
What is Burr Financial's SIC code?
Burr Financial's SIC: 62,628
What is Burr Financial's NAICS code?
Burr Financial's NAICS: 52,523
How many employees does Burr Financial have?
Burr Financial has 1-10 employees
What industry does Burr Financial belong to?
Burr Financial is in the industry of: Finance, Securities Trading
What is Burr Financial competition?
Burr Financial top competitors include: Dowling Financial Services & Wealth Management, Interactive Data Managed Solutions, Fredrikson Financial Advisors, skipnicodemuschfc.com
What technology does Burr Financial use?
Some of the popular technologies that Burr Financial uses are: Cloudflare Website Optimization, Smarsh, Microsoft 365, Google Tag Manager
How do I contact Burr Financial?
Burr Financial contact info: Phone number: (805) 497-9909 Website: www.burrfinancial.com
What does Burr Financial do?

Burr Financial, Inc. is a comprehensive financial advisory firm focused on assisting retirees and pre-retirees in protecting their lifestyles and building prosperous futures. The firm specializes in creating prudent investment strategies and sophisticated risk management techniques to help clients build and safeguard their wealth. Their services en... compass retirement planning, estate management, investment advice, insurance, and tax strategies. Burr Financial aims to provide a private wealth experience that emphasizes financial freedom and peace of mind for their clients.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.