Euclid Financial Services

Finance · Rhode Island, United States · 1-10 Employees

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Overview

Headquarters

225 Newman Ave Ste 303, Rumford, Rhode I...

Phone Number

(401) 727-2727

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Euclid Financial Services

Euclid Financial Services & Insurance Group specializes in retirement income planning and offers a holistic approach to meet the diverse needs of their clients. They provide services in income planning, tax planning strategies, healthcare planning, and legacy planning, aiming to facilitate a worry-free retirement for individuals at different stages. Their team engages in partnerships with clients to enhance retirement experiences while managing wealth and assets effectively. In collaboration with Bountiful Investment Management, they also offer investment planning support to ensure comprehensive financial guidance.Explore more
Euclid Financial Services's Social MediaPopular SearchesEuclid Financial Services LLCEuclid Wealth Management LLCFinancial Services LLCEuclid Financial Group IncEuclid Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Euclid Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Euclid Financial Services

<$5M
1-10
Private
-
2002
$6.4M
11-50
Private
-
1999
MP
Mackenzie ParfittMarketing Coordinator
<$5M
11-50
Private
-
2013
<$5M
1-10
Private
-
2005
KK
Kahau KaiFinancial Advisor
<$5M
1-10
Private
-
1994
<$5M
1-10
Private
-
1991
CT
Carolyn ThomasRetirement Planner & Agent
<$5M
1-10
Private
-
2009
MS
Mary ScaleseChief Operating Officer & Co Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Euclid Financial Services Tech Stack

A closer look at the technologies used by Euclid Financial Services

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Frequently Asked Questions Regarding Euclid Financial Services

What is Euclid Financial Services's official website?
Euclid Financial Services's official website is www.euclidfs.com
What is Euclid Financial Services's Revenue?
Euclid Financial Services's revenue is <$5 Million
What is Euclid Financial Services's SIC code?
Euclid Financial Services's SIC: 62,628
What is Euclid Financial Services's NAICS code?
Euclid Financial Services's NAICS: 52,523
How many employees does Euclid Financial Services have?
Euclid Financial Services has 1-10 employees
What industry does Euclid Financial Services belong to?
Euclid Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Euclid Financial Services competition?
Euclid Financial Services top competitors include: Silversword Asset Management, Platinum Retirement Solutions, Retirement Income Planning, Fortune Financial Group
What technology does Euclid Financial Services use?
Some of the popular technologies that Euclid Financial Services uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Euclid Financial Services?
Euclid Financial Services contact info: Phone number: (401) 727-2727 Website: www.euclidfs.com
What does Euclid Financial Services do?

Euclid Financial Services & Insurance Group specializes in retirement income planning and offers a holistic approach to meet the diverse needs of their clients. They provide services in income planning, tax planning strategies, healthcare planning, and legacy planning, aiming to facilitate a worry-free retirement for individuals at different stages... . Their team engages in partnerships with clients to enhance retirement experiences while managing wealth and assets effectively. In collaboration with Bountiful Investment Management, they also offer investment planning support to ensure comprehensive financial guidance.Read More

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

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