Edwards & Associates Financial Services

Finance · 1-10 Employees

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Overview

Phone Number

(503) 537-2995

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 Edwards & Associates Financial Services

Edwards & Associates Financial Services, Inc. is committed to providing the quality of services to help our clients build and preserve their wealth while achieving their financial goals. We believe in an others-centered approach to resolving financial life issues. We help people make sense of their financial lives. We strive to understand where people want to go, determine where they currently are, and help them create their map to success. Financial life issues are a constantly changing and evolving entity. Diligence, experience and dependability form the foundation of our relationship with our valued clients. We treat our clients with the respect they deserve. We endeavor to understand our clients' dreams and goals. Together we can design a successful portfolio with the flexibility to adjust to your specific goals. So the next time you realize that the future is closer today than ever before, don't hesitate to contact us. We're the team that helps the investor realize their dreams.Explore more
Edwards & Associates Financial Services's Social MediaPopular SearchesEdwards & Associates Financial Services IncEdwards & Associates Financial ServicesEdwards Associates FinancialEafsi CorpEdwards Associates Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edwards & Associates Fina...

<$5M
1-10
Private
-
2004
N/A
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1993
GS
Gary SmithOwner and Principal
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2014
CF
Casi ForsManager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Edwards & Associates Financial Services Tech Stack

A closer look at the technologies used by Edwards & Associates Financial Services

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Frequently Asked Questions Regarding Edwards & Associates Financial Services

What is Edwards & Associates Financial Services's official website?
Edwards & Associates Financial Services's official website is www.eafsi.com
What is Edwards & Associates Financial Services's Revenue?
Edwards & Associates Financial Services's revenue is <$5 Million
What is Edwards & Associates Financial Services's SIC code?
Edwards & Associates Financial Services's SIC: 62,628
What is Edwards & Associates Financial Services's NAICS code?
Edwards & Associates Financial Services's NAICS: 52,523
How many employees does Edwards & Associates Financial Services have?
Edwards & Associates Financial Services has 1-10 employees
What industry does Edwards & Associates Financial Services belong to?
Edwards & Associates Financial Services is in the industry of: Finance, Securities Trading
What is Edwards & Associates Financial Services competition?
Edwards & Associates Financial Services top competitors include: Bay Harbor Wealth Management, Waterford Advisors, Focus Financial Network, Fors Financial Consulting
What technology does Edwards & Associates Financial Services use?
Some of the popular technologies that Edwards & Associates Financial Services uses are: Proofpoint, Amazon Web Hosting
How do I contact Edwards & Associates Financial Services?
Edwards & Associates Financial Services contact info: Phone number: (503) 537-2995 Website: www.eafsi.com
What does Edwards & Associates Financial Services do?

Edwards & Associates Financial Services, Inc. is committed to providing the quality of services to help our clients build and preserve their wealth while achieving their financial goals. We believe in an others-centered approach to resolving financial life issues. We help people make sense of their financial lives. We strive to understand where peo... ple want to go, determine where they currently are, and help them create their map to success. Financial life issues are a constantly changing and evolving entity. Diligence, experience and dependability form the foundation of our relationship with our valued clients. We treat our clients with the respect they deserve. We endeavor to understand our clients' dreams and goals. Together we can design a successful portfolio with the flexibility to adjust to your specific goals. So the next time you realize that the future is closer today than ever before, don't hesitate to contact us. We're the team that helps the investor realize their dreams.Read More

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

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