Effert Financial Solutions

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

303 N Northwest Hwy Ste 204, Barrington,...

Phone Number

(815) 444-9560

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Effert Financial Solutions

Essex LLC specializes in planning-based money management, offering personalized investment strategies tailored to individual financial goals and objectives. Their services include active portfolio management, strategic selection, and pro-active tax harvesting, ensuring a comprehensive approach to investment management. The firm is staffed by a team of experienced investment consultants dedicated to helping clients achieve financial independence. Essex LLC primarily serves individuals seeking customized financial planning and investment management solutions.Explore more
Effert Financial Solutions's Social MediaPopular SearchesEffert Financial Solutions IncEffert Financial SolutionsEffert Financial Solutions withFinancial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Effert Financial Solutions Org Chart

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Nancy Effert, Owner at Effert Financial Solutions
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Owner

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Top Executive

Effert Financial Solution...

<$5M
1-10
Private
-
2006
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
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-
-
N/A
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2013
EG
Eric GarsinCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Effert Financial Solutions Tech Stack

A closer look at the technologies used by Effert Financial Solutions

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Frequently Asked Questions Regarding Effert Financial Solutions

What is Effert Financial Solutions's official website?
Effert Financial Solutions's official website is www.effertfinancialsolutions.com
What is Effert Financial Solutions's Revenue?
Effert Financial Solutions's revenue is <$5 Million
What is Effert Financial Solutions's SIC code?
Effert Financial Solutions's SIC: 62,628
What is Effert Financial Solutions's NAICS code?
Effert Financial Solutions's NAICS: 52,523
How many employees does Effert Financial Solutions have?
Effert Financial Solutions has 1-10 employees
What industry does Effert Financial Solutions belong to?
Effert Financial Solutions is in the industry of: Finance, Securities Trading
What is Effert Financial Solutions competition?
Effert Financial Solutions top competitors include: Goodrich and Associates, NorthLanding Financial Partners, OWL Private Wealth Advisors, Sterling Total Wealth Solutions
What technology does Effert Financial Solutions use?
Some of the popular technologies that Effert Financial Solutions uses are: WordPress.org, PHP, Microsoft 365, GoDaddy DNS
How do I contact Effert Financial Solutions?
Effert Financial Solutions contact info: Phone number: (815) 444-9560 Website: www.effertfinancialsolutions.com
What does Effert Financial Solutions do?

Essex LLC specializes in planning-based money management, offering personalized investment strategies tailored to individual financial goals and objectives. Their services include active portfolio management, strategic selection, and pro-active tax harvesting, ensuring a comprehensive approach to investment management. The firm is staffed by a team... of experienced investment consultants dedicated to helping clients achieve financial independence. Essex LLC primarily serves individuals seeking customized financial planning and investment management solutions.Read More

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

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