Custom Financial Services

Finance · Canada · 1-10 Employees

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Overview

Headquarters

8760 Jane St Ste 306A, Concord, Ontario,...

Phone Number

(905) 737-6177

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Custom Financial Services

Custom Financial Services Inc. offers a range of financial services including insurance, wealth investments, retirement planning, and tax solutions. The company, led by financial advisors Josée Racco and Deborah Reid, aims to provide trusted advice to individuals, businesses, and families. Established in 1965, they focus on bringing clarity to clients' financial futures. Their services are designed to help clients achieve their financial goals and ensure peace of mind.Explore more
Popular SearchesCustom Financial Services IncCustom Financial Inccustomfinancial.caSIC Code 62,628NAICS Code 52,523Show more

Custom Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Custom Financial Services

<$5M
1-10
Private
-
1964
$5.3M
1-10
Private
-
1998
BL
Bryce LittleManaging Advisor
<$5M
1-10
Private
-
1981
PD
Paul Di RinaldoInvestment Representative
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
MM
Marilyn MercurioExecutive Assistant
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
<$5M
1-10
Private
-
2010
SM
Samantha MoylesAdministrative Assistant
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Custom Financial Services Tech Stack

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Frequently Asked Questions Regarding Custom Financial Services

What is Custom Financial Services's official website?
Custom Financial Services's official website is www.customfinancial.ca
What is Custom Financial Services's Revenue?
Custom Financial Services's revenue is <$5 Million
What is Custom Financial Services's SIC code?
Custom Financial Services's SIC: 62,628
What is Custom Financial Services's NAICS code?
Custom Financial Services's NAICS: 52,523
How many employees does Custom Financial Services have?
Custom Financial Services has 1-10 employees
What industry does Custom Financial Services belong to?
Custom Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Custom Financial Services competition?
Custom Financial Services top competitors include: WYVERSTONE PLANNING Group, RDR Financial Services, Murphy Neil Financial Group, Fritz Financial Planning
What technology does Custom Financial Services use?
Some of the popular technologies that Custom Financial Services uses are: Google Font API, Google Tag Manager, Font Awesome, Amazon Web Hosting
How do I contact Custom Financial Services?
Custom Financial Services contact info: Phone number: (905) 737-6177 Website: www.customfinancial.ca
What does Custom Financial Services do?

Custom Financial Services Inc. offers a range of financial services including insurance, wealth investments, retirement planning, and tax solutions. The company, led by financial advisors Josée Racco and Deborah Reid, aims to provide trusted advice to individuals, businesses, and families. Established in 1965, they focus on bringing clarity to clie... nts' financial futures. Their services are designed to help clients achieve their financial goals and ensure peace of mind.Read More

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

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