Champlin & Associates

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

500 Linden Oaks Ste 301, Rochester, New ...

Phone Number

(585) 899-1227

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Champlin & Associates

Champlin & Associates specializes in providing personalized financial strategies for business owners, independent women, and career professionals. They focus on reducing taxes, increasing income, and creating lasting legacies tailored to individual circumstances. The firm prides itself on simplifying financial complexities and offering exceptional service in the financial industry. Their goal is to empower clients by crafting unique financial roadmaps that align with their goals and aspirations.Explore more
Champlin & Associates's Social MediaPopular SearchesChamplin & AssociatesBrad ChamplinSIC Code 62,628NAICS Code 52,523Show more

Champlin & Associates Org Chart

Amanda Williams, Chief Executive Officer at Champlin & Associates
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Chief Executive Officer

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KD
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Chief Operating Officer

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PO
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President

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JC
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Chief Administrative Officer

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AC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Champlin & Associates

<$5M
11-50
Private
-
-
$15.8M
11-50
Private
-
1968
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
-
TN
Terri NeumanDirector, Client Services
<$5M
1-10
Private
-
-
SB
Stephen BonczekFinancial Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2009
SA
Steven AberblattFinancial Planner & Tax Professional
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Champlin & Associates Tech Stack

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Frequently Asked Questions Regarding Champlin & Associates

What is Champlin & Associates's official website?
Champlin & Associates's official website is www.champlinandassociates.com
What is Champlin & Associates's Revenue?
Champlin & Associates's revenue is <$5 Million
What is Champlin & Associates's SIC code?
Champlin & Associates's SIC: 62,628
What is Champlin & Associates's NAICS code?
Champlin & Associates's NAICS: 52,523
How many employees does Champlin & Associates have?
Champlin & Associates has 11-50 employees
What industry does Champlin & Associates belong to?
Champlin & Associates is in the industry of: Finance, Securities Trading
What is Champlin & Associates competition?
Champlin & Associates top competitors include: Smith Wealth Management Group TX, Bonczek Financial, Steven Aberblatt, Vinson Financial Group
What technology does Champlin & Associates use?
Some of the popular technologies that Champlin & Associates uses are: Cloudflare Website Optimization, Smarsh, Microsoft 365, Google Tag Manager
How do I contact Champlin & Associates?
Champlin & Associates contact info: Phone number: (585) 899-1227 Website: www.champlinandassociates.com
What does Champlin & Associates do?

Champlin & Associates specializes in providing personalized financial strategies for business owners, independent women, and career professionals. They focus on reducing taxes, increasing income, and creating lasting legacies tailored to individual circumstances. The firm prides itself on simplifying financial complexities and offering exceptional... service in the financial industry. Their goal is to empower clients by crafting unique financial roadmaps that align with their goals and aspirations.Read More

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

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