DeFreece Financial Solutions

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

928 Penn Ave, Wyomissing, Pennsylvania, ...

Phone Number

(610) 816-7297

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
1
1
1
1
1

About DeFreece Financial Solutions

DeFreece Financial Solutions specializes in customized financial planning and investing, aiming to educate individuals and small businesses on financial literacy, budgeting, and investment strategies. The company focuses on creating tailored financial plans that encompass budgeting, savings, retirement planning, and risk management to help clients achieve financial independence. Their mission is to empower clients to make informed financial choices and define their own futures. DeFreece Financial Solutions serves a diverse clientele, including individuals seeking personal wealth strategies and educators needing retirement analysis.Explore more
DeFreece Financial Solutions's Social MediaPopular SearchesDeFreece Financial SolutionsDeFreece Financial Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

DeFreece Financial Solutions Org Chart

DD
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Your In Wealth Building Partner & Chief Execu...

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DeFreece Financial Soluti...

<$5M
1-10
Private
-
2019
DD
Dominic DeFreeceYour In Wealth Building Partner & CEO, Defreece Financial Solutions
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

DeFreece Financial Solutions Tech Stack

A closer look at the technologies used by DeFreece Financial Solutions

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Frequently Asked Questions Regarding DeFreece Financial Solutions

What is DeFreece Financial Solutions's official website?
DeFreece Financial Solutions's official website is www.defreecefinancial.com
What is DeFreece Financial Solutions's Revenue?
DeFreece Financial Solutions's revenue is <$5 Million
What is DeFreece Financial Solutions's SIC code?
DeFreece Financial Solutions's SIC: 62,628
What is DeFreece Financial Solutions's NAICS code?
DeFreece Financial Solutions's NAICS: 52,523
How many employees does DeFreece Financial Solutions have?
DeFreece Financial Solutions has 1-10 employees
What industry does DeFreece Financial Solutions belong to?
DeFreece Financial Solutions is in the industry of: Finance, Securities Trading
What is DeFreece Financial Solutions competition?
DeFreece Financial Solutions top competitors include: Copper Canyon Wealth Management, Bay Harbor Wealth Management, Cape Cod Wealth Strategies & Insurance Services, Westex Investment Services
What technology does DeFreece Financial Solutions use?
Some of the popular technologies that DeFreece Financial Solutions uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact DeFreece Financial Solutions?
DeFreece Financial Solutions contact info: Phone number: (610) 816-7297 Website: www.defreecefinancial.com
What does DeFreece Financial Solutions do?

DeFreece Financial Solutions specializes in customized financial planning and investing, aiming to educate individuals and small businesses on financial literacy, budgeting, and investment strategies. The company focuses on creating tailored financial plans that encompass budgeting, savings, retirement planning, and risk management to help clients... achieve financial independence. Their mission is to empower clients to make informed financial choices and define their own futures. DeFreece Financial Solutions serves a diverse clientele, including individuals seeking personal wealth strategies and educators needing retirement analysis.Read More

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

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