EKS Financial Services

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

5 Post Office Sq Ste 1, Sharon, Massachu...

Phone Number

(781) 989-2014

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
2
1
1
1
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About EKS Financial Services

EKS Financial Services was founded in September 2006. We are an independent financial firm whose goal is to help our clients establish and maintain their financial goals. EKS Financial Services chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.Explore more
EKS Financial Services's Social MediaPopular SearchesEKS Financial ServicesEks Financial Services IncEKS Financialeksfinancial.comEks Financial Services, Inc Dba Eks Retirement Ser...SIC Code 62,628NAICS Code 52,523Show more

EKS Financial Services Org Chart

PhoneEmail
PM
United States flag for contact location.

Senior VP, Retirement Consulting Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EKS Financial Services

<$5M
1-10
Private
-
2006
PM
Paul MahanSenior VP, Retirement Consulting Services
$10.4M
11-50
Private
-
1995
NV
Nathan Van BortelVice President and Partner
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
2008
<$5M
1-10
Private
-
2005
NC
Nicholas CarneyFinance Intern
<$5M
1-10
Private
-
2002
SR
Sheila RomanFinancial Assistant
<$5M
1-10
Private
-
2020
DP
Damian PettaManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

EKS Financial Services Tech Stack

A closer look at the technologies used by EKS Financial Services

Top Finance Companies

Frequently Asked Questions Regarding EKS Financial Services

What is EKS Financial Services's official website?
EKS Financial Services's official website is www.eksfinancial.com
What is EKS Financial Services's Revenue?
EKS Financial Services's revenue is <$5 Million
What is EKS Financial Services's SIC code?
EKS Financial Services's SIC: 62,628
What is EKS Financial Services's NAICS code?
EKS Financial Services's NAICS: 52,523
How many employees does EKS Financial Services have?
EKS Financial Services has 1-10 employees
What industry does EKS Financial Services belong to?
EKS Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is EKS Financial Services competition?
EKS Financial Services top competitors include: Canandaigua Financial Group, Stratton & Cote Financial, Priem Financial Group, Carney Financial Group
What technology does EKS Financial Services use?
Some of the popular technologies that EKS Financial Services uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
How do I contact EKS Financial Services?
EKS Financial Services contact info: Phone number: (781) 989-2014 Website: www.eksfinancial.com
What does EKS Financial Services do?

EKS Financial Services was founded in September 2006. We are an independent financial firm whose goal is to help our clients establish and maintain their financial goals. EKS Financial Services chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth... ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.Read More

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

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