Carpenter Associates

Finance · Mississippi, United States · 11-50 Employees

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Overview

Headquarters

1796 Hwy 72 E, Corinth, Mississippi, 388...

Phone Number

(662) 286-8233

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Carpenter Associates

Carpenter Associates is a Fee-Only financial advisory firm helping people navigate the various financial aspects of life. Our financial planning process focuses on you, helping you understand your options, and exploring the possibilities in your life. Our approach is all about simplifying your life; giving you more time to do the things you want to be doing, confident that your financial life is in great hands. Life gets busier by the minute and our clients find themselves with more time to do the really important things in life, once they have a plan and someone to help them achieve their goals. The results are satisfied clients who are secure and have a renewed peace of mind. We develop long-term relationships with our clients. This is an outgrowth of the personal nature of our service, and the value that such a relationship adds to peoples lives, beyond just investing their money. We provide our clients with a year-round financial resource whom they can call with any question that aRead more
Carpenter Associates's Social MediaPopular SearchesCarpenter AssociatesCarpenter & Associates Insurance AgencyCarpenter & AssociatesCarpenter Associates IncCarpenter Associates Insurance AgencySIC Code 62,628NAICS Code 52,523Show more

Carpenter Associates Org Chart

PhoneEmail
RK
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carpenter Associates

<$5M
11-50
Private
-
1993
RK
Ryan KeezerProject Engineer
<$5M
11-50
Private
-
-
Walter Romatowski, Founder & President at Castellan Financial Advisors
Walter RomatowskiFounder & President
<$5M
1-10
Private
-
2000
BB
Brittany BettridgeDirector, Catering
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
2017
PM
Paul MittonUser Experience Design Intern
<$5M
1-10
Private
-
2003
KP
Kelly PowersOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Carpenter Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Carpenter Associates Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Carpenter Associates

What is Carpenter Associates's official website?
Carpenter Associates's official website is www.carpenterassociates.com
What is Carpenter Associates's Revenue?
Carpenter Associates's revenue is <$5 Million
What is Carpenter Associates's SIC code?
Carpenter Associates's SIC: 62,628
What is Carpenter Associates's NAICS code?
Carpenter Associates's NAICS: 52,523
How many employees does Carpenter Associates have?
Carpenter Associates has 11-50 employees
What industry does Carpenter Associates belong to?
Carpenter Associates is in the industry of: Finance, Securities Trading
What is Carpenter Associates competition?
Carpenter Associates top competitors include: Perennial Advisors Group, Castellan Financial Advisors, Eppolito Financial Strategies, Piermont Wealth Management
What technology does Carpenter Associates use?
Some of the popular technologies that Carpenter Associates uses are: RackSpace Cloud DNS, Barracuda Networks, Barracuda Email Security Gateway
How do I contact Carpenter Associates?
Carpenter Associates contact info: Phone number: (662) 286-8233 Website: www.carpenterassociates.com
What does Carpenter Associates do?

Carpenter Associates is a Fee-Only financial advisory firm helping people navigate the various financial aspects of life. Our financial planning process focuses on you, helping you understand your options, and exploring the possibilities in your life. Our approach is all about simplifying your life; giving you more time to do the things you want to... be doing, confident that your financial life is in great hands. Life gets busier by the minute and our clients find themselves with more time to do the really important things in life, once they have a plan and someone to help them achieve their goals. The results are satisfied clients who are secure and have a renewed peace of mind. We develop long-term relationships with our clients. This is an outgrowth of the personal nature of our service, and the value that such a relationship adds to peoples lives, beyond just investing their money. We provide our clients with a year-round financial resource whom they can call with any question that arises without worrying about getting a bill for a ten minute phone call. e want to be there when issues arise, and we want to know when things are keeping them up at night. Although we are advocates of a comprehensive approach to financial planning we also address individual issues ranging from retirement, tax, and estate planning; to stock option exercise strategies and education financing. Most clients become investment management clients following their initial financial planning engagement. Our unique investment strategy, utilizing low-cost institutional index mutual funds to build truly diversified portfolios, brings a simple and effective methodology to investing that works.Read More

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

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