Campbell Financial Services

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

18 North St Ste 1, Plymouth, Massachuset...

Phone Number

(508) 747-5249

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Campbell Financial Services

Campbell Financial Services specializes in personalized financial planning and investment management for retirees in Plymouth. Their team of certified financial planners (CFPs) and certified public accountants (CPAs) assists clients in navigating their finances to achieve their retirement goals. The firm offers a comprehensive suite of services, including tax planning and preparation, business advisory, and accounting services. With a focus on retirement, they aim to reduce financial stress and help clients enjoy their retirement years.Explore more
Campbell Financial Services's Social MediaPopular SearchesCampbell Financial ServicesDeborah F Campbell, CPACampbell Deborah FKevin M Campbell, CPACampbell Deborah F - 18SIC Code 62,628NAICS Code 52,523Show more

Campbell Financial Services Org Chart

PhoneEmail
KC
United States flag for contact location.

Certified Public Accountant, CERTIFIED FINANC...

PhoneEmail
DC
United States flag for contact location.

Certified Public Accountant, Investment Advis...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Campbell Financial Servic...

<$5M
1-10
Private
-
1995
KC
Kevin CampbellCertified Public Accountant, CERTIFIED FINANCIAL PLANNER
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
<$5M
2016
BM
Brandi MooreOffice Coordinator
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
1979
DR
Desira ReitanManager, Payroll
<$5M
1-10
Private
-
2003
EM
Eileen MagnoRegistered Representative
<$5M
1-10
Private
-
2006
AW
Amanda WilhelmDirector, Tax
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Campbell Financial Services Tech Stack

A closer look at the technologies used by Campbell Financial Services

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Frequently Asked Questions Regarding Campbell Financial Services

What is Campbell Financial Services's official website?
Campbell Financial Services's official website is campbell.financial
What is Campbell Financial Services's Revenue?
Campbell Financial Services's revenue is <$5 Million
What is Campbell Financial Services's SIC code?
Campbell Financial Services's SIC: 62,628
What is Campbell Financial Services's NAICS code?
Campbell Financial Services's NAICS: 52,523
How many employees does Campbell Financial Services have?
Campbell Financial Services has 1-10 employees
What industry does Campbell Financial Services belong to?
Campbell Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Campbell Financial Services competition?
Campbell Financial Services top competitors include: Alvini & Associates, Fountainhead Wealth, G P Boyle & Associates, Leivas Tax Wealth
What technology does Campbell Financial Services use?
Some of the popular technologies that Campbell Financial Services uses are: MailChimp, MailChimp SPF, GoDaddy DNS, Google Workspace
How do I contact Campbell Financial Services?
Campbell Financial Services contact info: Phone number: (508) 747-5249 Website: campbell.financial
What does Campbell Financial Services do?

Campbell Financial Services specializes in personalized financial planning and investment management for retirees in Plymouth. Their team of certified financial planners (CFPs) and certified public accountants (CPAs) assists clients in navigating their finances to achieve their retirement goals. The firm offers a comprehensive suite of services, in... cluding tax planning and preparation, business advisory, and accounting services. With a focus on retirement, they aim to reduce financial stress and help clients enjoy their retirement years.Read More

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

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