ETA Financial Services

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

2850 SW Mission Woods Dr Ste 101, Topeka...

Phone Number

(785) 290-0009

Revenue

<$5 Million

Industry

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

About ETA Financial Services

ETA Financial Services is a trusted investment advisor located in Greater Topeka, specializing in retirement income planning, investment management, insurance strategies, legacy planning, and tax minimization planning. The company aims to help clients achieve their retirement goals through personalized financial strategies and ongoing support. They cater to a diverse clientele, regardless of their financial status, by offering a structured onboarding process to understand individual retirement objectives. With a commitment to monitoring and adjusting plans, ETA Financial Services strives to provide clarity and confidence in their clients' financial futures.Explore more
ETA Financial Services's Social MediaPopular SearchesEta Financial ServicesEta Financial Services LLCBroadridge Investor Communication Solutions IncEta Financial Services - LLCSIC Code 62,628NAICS Code 52,523Show more

ETA Financial Services Org Chart

PhoneEmail
WS
United States flag for contact location.

Operations Manager, Client Service & Associat...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ETA Financial Services

<$5M
1-10
Private
-
2009
WS
Wendy SmithOperations Manager, Client Service & Associate
$5.2M
11-50
Private
-
2001
DR
David RottschaferFinancial Planner & Financial Advisor & Manager, Wealth Cfp ( R)
$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
1-10
Private
-
-
HW
Hope WesolowskiOffice Professional
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2016
SG
Steven GlazerInvestment Advisor & Representative
<$5M
1-10
Private
-
1989
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ETA Financial Services Tech Stack

A closer look at the technologies used by ETA Financial Services

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Frequently Asked Questions Regarding ETA Financial Services

What is ETA Financial Services's official website?
ETA Financial Services's official website is www.etafinancial.com
What is ETA Financial Services's Revenue?
ETA Financial Services's revenue is <$5 Million
What is ETA Financial Services's SIC code?
ETA Financial Services's SIC: 62,628
What is ETA Financial Services's NAICS code?
ETA Financial Services's NAICS: 52,523
How many employees does ETA Financial Services have?
ETA Financial Services has 1-10 employees
What industry does ETA Financial Services belong to?
ETA Financial Services is in the industry of: Finance, Securities Trading
What is ETA Financial Services competition?
ETA Financial Services top competitors include: Sound Financial Services, LifeCycle Financial Group, Fairway Financial Services, Cetera Investment Management
What technology does ETA Financial Services use?
Some of the popular technologies that ETA Financial Services uses are: AppRiver, Microsoft 365, GoDaddy DNS, DigiCert
How do I contact ETA Financial Services?
ETA Financial Services contact info: Phone number: (785) 290-0009 Website: www.etafinancial.com
What does ETA Financial Services do?

ETA Financial Services is a trusted investment advisor located in Greater Topeka, specializing in retirement income planning, investment management, insurance strategies, legacy planning, and tax minimization planning. The company aims to help clients achieve their retirement goals through personalized financial strategies and ongoing support. They... cater to a diverse clientele, regardless of their financial status, by offering a structured onboarding process to understand individual retirement objectives. With a commitment to monitoring and adjusting plans, ETA Financial Services strives to provide clarity and confidence in their clients' financial futures.Read More

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

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