Clearwater Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

114 S Main St, Plainwell, Michigan, 4908...

Phone Number

(269) 685-1170

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Clearwater Financial

Clearwater Financial, Inc. is a financial services firm located in Plainwell, MI, specializing in personal financial planning, including insurance, investing, retirement, and estate planning. The company aims to help clients understand financial concepts and the potential rewards of a proactive financial approach. With experienced professionals like Deborah Clark and Ashley Hare, a CERTIFIED FINANCIAL PLANNER®, Clearwater Financial is dedicated to assisting clients in achieving their financial goals. The firm primarily serves individuals residing in specific states, ensuring compliance with local regulations.Explore more
Clearwater Financial's Social MediaPopular SearchesClearwater Financial IncClearwater Financial Group IncClearwater FinancialClearwater Financial GroupClearwater Financial LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearwater Financial

<$5M
1-10
Private
-
2007
N/A
$5.1M
11-50
Private
-
1990
<$5M
11-50
Private
-
2007
CR
Colleen RobertsChief Operating Officer
<$5M
1-10
Private
-
1993
RK
Richard KnoorPrincipal & Chief Investment Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
<$5M
1-10
Private
-
2003
PR
Peter RechterFounder & Certified Financial Planner & Registered Investment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Clearwater Financial Tech Stack

A closer look at the technologies used by Clearwater Financial

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Frequently Asked Questions Regarding Clearwater Financial

What is Clearwater Financial's official website?
Clearwater Financial's official website is www.clearwaterfinancialinc.com
What is Clearwater Financial's Revenue?
Clearwater Financial's revenue is <$5 Million
What is Clearwater Financial's SIC code?
Clearwater Financial's SIC: 62,628
What is Clearwater Financial's NAICS code?
Clearwater Financial's NAICS: 52,523
How many employees does Clearwater Financial have?
Clearwater Financial has 1-10 employees
What industry does Clearwater Financial belong to?
Clearwater Financial is in the industry of: Finance, Insurance, Securities Trading
What is Clearwater Financial competition?
Clearwater Financial top competitors include: Aspen Investment Management, Carlisle Financial Management, Altman Investment Management, OASIS Investment Strategies
What technology does Clearwater Financial use?
Some of the popular technologies that Clearwater Financial uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Clearwater Financial?
Clearwater Financial contact info: Phone number: (269) 685-1170 Website: www.clearwaterfinancialinc.com
What does Clearwater Financial do?

Clearwater Financial, Inc. is a financial services firm located in Plainwell, MI, specializing in personal financial planning, including insurance, investing, retirement, and estate planning. The company aims to help clients understand financial concepts and the potential rewards of a proactive financial approach. With experienced professionals lik... e Deborah Clark and Ashley Hare, a CERTIFIED FINANCIAL PLANNER®, Clearwater Financial is dedicated to assisting clients in achieving their financial goals. The firm primarily serves individuals residing in specific states, ensuring compliance with local regulations.Read More

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

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