Carter Financial Services

Insurance · Canada · 1-10 Employees

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Overview

Headquarters

590 K.l.o. Rd Unit 403, Kelowna, British...

Phone Number

(778) 477-4441

Revenue

<$5 Million

Industry

Insurance Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Carter Financial Services

Carter Financial Services specializes in providing employer-sponsored group benefit programs, including fully insured plans and administrative services, aimed at enhancing employee attraction and retention. They offer group retirement plans, such as pensions and savings plans, to help clients differentiate themselves in the market and support their employees' retirement preparations. Additionally, the company provides a variety of individual insurance products, including life, disability, and critical illness insurance. Their services are designed for businesses looking to improve their employee compensation packages and foster lasting relationships with their staff.Explore more
Popular SearchesCarter Financial ServicesCflt= FinancialservicesSIC Code 64,641NAICS Code 52,524Show more

Carter Financial Services Org Chart

PhoneEmail
GC
Canada flag for contact location.

Insurance Benefits Advisor

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Carter Financial Services, 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

Carter Financial Services

<$5M
1-10
Private
-
-
GC
Gregory CarterInsurance Benefits Advisor
<$5M
11-50
Private
-
1993
IP
Irene PaceFounder & CEO
<$5M
1-10
Private
-
1980
<$5M
1-10
Private
-
1993
N/A
<$5M
1-10
Private
-
-
Darren Cartin, Principal and Owner at Cartin & Associates
Darren CartinPrincipal and Owner
<$5M
1-10
Private
-
1986
NP
Nadine PriceGroup Manager, Benefits Marketing
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Carter Financial Services Tech Stack

A closer look at the technologies used by Carter Financial Services

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Frequently Asked Questions Regarding Carter Financial Services

What is Carter Financial Services's official website?
Carter Financial Services's official website is www.carterfinancial.ca
What is Carter Financial Services's Revenue?
Carter Financial Services's revenue is <$5 Million
What is Carter Financial Services's SIC code?
Carter Financial Services's SIC: 64,641
What is Carter Financial Services's NAICS code?
Carter Financial Services's NAICS: 52,524
How many employees does Carter Financial Services have?
Carter Financial Services has 1-10 employees
What industry does Carter Financial Services belong to?
Carter Financial Services is in the industry of: Insurance, Business Services, Project Management
What is Carter Financial Services competition?
Carter Financial Services top competitors include: PACE Consulting, Al Poulin & Associates Financial Services, Barnett & Associates Financial Services, Cartin & Associates
What technology does Carter Financial Services use?
Some of the popular technologies that Carter Financial Services uses are: Google Universal Analytics, Microsoft 365, Google Analytics, jQuery
How do I contact Carter Financial Services?
Carter Financial Services contact info: Phone number: (778) 477-4441 Website: www.carterfinancial.ca
What does Carter Financial Services do?

Carter Financial Services specializes in providing employer-sponsored group benefit programs, including fully insured plans and administrative services, aimed at enhancing employee attraction and retention. They offer group retirement plans, such as pensions and savings plans, to help clients differentiate themselves in the market and support their... employees' retirement preparations. Additionally, the company provides a variety of individual insurance products, including life, disability, and critical illness insurance. Their services are designed for businesses looking to improve their employee compensation packages and foster lasting relationships with their staff.Read More

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

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