Echols Financial Services

Finance · Georgia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1205 Peachtree Pkwy Ste 1104, Cumming, G...

Phone Number

(770) 889-8887

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Echols Financial Services

Echols Financial Services is a fiduciary financial planning firm based in Cumming, GA, that specializes in retirement income planning, tax planning, and investment management for retirees and individuals nearing retirement. The company focuses on providing personalized services to clients over the age of 50, ensuring they can enjoy their retirement without financial worries. With a commitment to transparency and a fee-only structure, Echols Financial Services employs creative strategies to optimize clients' retirement income and reduce taxes. Their comprehensive approach includes retirement planning, social security timing, and investment management, making them a trusted partner for clients in Forsyth County and surrounding areas.Explore more
Echols Financial Services's Social MediaPopular SearchesEchols Financial Services IncTravis Echols, Echols Financial ServicesEchols Financial ServicesEchols Financial Service LLCEchols Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Echols Financial Services Org Chart

PhoneEmail
KL
United States flag for contact location.

Executive Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Echols Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Echols Financial Services

Compare insights from companies similar to Echols 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

Echols Financial Services

<$5M
1-10
Private
-
2004
KL
Katie LamplExecutive Assistant
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7M
1-10
Private
-
1999
N/A
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Echols Financial Services Tech Stack

A closer look at the technologies used by Echols Financial Services

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Echols Financial Services

What is Echols Financial Services's official website?
Echols Financial Services's official website is www.efsga.net
What is Echols Financial Services's Revenue?
Echols Financial Services's revenue is <$5 Million
What is Echols Financial Services's SIC code?
Echols Financial Services's SIC: 62,628
What is Echols Financial Services's NAICS code?
Echols Financial Services's NAICS: 52,523
How many employees does Echols Financial Services have?
Echols Financial Services has 1-10 employees
What industry does Echols Financial Services belong to?
Echols Financial Services is in the industry of: Finance, Securities Trading
What is Echols Financial Services competition?
Echols Financial Services top competitors include: Sterling Total Wealth Solutions, Sherwood Investment Services, Prosper Wealth Management, Summit Financial Partners
What technology does Echols Financial Services use?
Some of the popular technologies that Echols Financial Services uses are: DigiCert
How do I contact Echols Financial Services?
Echols Financial Services contact info: Phone number: (770) 889-8887 Website: www.efsga.net
What does Echols Financial Services do?

Echols Financial Services is a fiduciary financial planning firm based in Cumming, GA, that specializes in retirement income planning, tax planning, and investment management for retirees and individuals nearing retirement. The company focuses on providing personalized services to clients over the age of 50, ensuring they can enjoy their retirement... without financial worries. With a commitment to transparency and a fee-only structure, Echols Financial Services employs creative strategies to optimize clients' retirement income and reduce taxes. Their comprehensive approach includes retirement planning, social security timing, and investment management, making them a trusted partner for clients in Forsyth County and surrounding areas.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.