Exfinia Financial Services

Business Services · Texas, United States · 11-50 Employees

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Overview

Headquarters

1001 S Dairy Ashford Rd Ste 100, Houston...

Phone Number

(281) 940-3300

Revenue

<$5 Million

Industry

Business Services Finance Consumer Services Project Management Securities Trading Weight & Health Management
ZI Rank: 1
Signal Type
Dec
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ZI Rank
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About Exfinia Financial Services

Exfinia offers financial consulting services aimed at helping clients protect and grow their wealth, ensuring a comfortable retirement, and providing financial security for their families. They specialize in comprehensive financial analysis, personalized planning, and a wide range of options tailored to individual needs. Additionally, Exfinia provides wellness coaching services, including meal planning, muscle building, and weight loss programs, catering to those looking to improve their health and lifestyle. Their target clients include individuals seeking financial stability and wellness, as well as families concerned about future financial security.Explore more
Exfinia Financial Services's Social MediaPopular SearchesExfinia Financial Services IncExfiniaExfinia Financial Servicesexfinia - - Financial Services Incexfinia.comSIC Code 87,874NAICS Code 54,541Show more

Exfinia Financial Services Org Chart

PhoneEmail
Karyna Gutierrez, President at Exfinia Financial Services
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Exfinia Financial Service...

<$5M
11-50
Private
-
2015
<$5M
11-50
Private
<$5M
2011
JZ
Joseph ZupanManaging Director
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1986
LJ
Linda JessemanClient Relationship Manager
<$5M
1-10
Private
-
-
DV
David VogtFinancial Advisor
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
-
KF
Kimberly FlynnDirector, Operations & Compliance
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Exfinia Financial Services Tech Stack

A closer look at the technologies used by Exfinia Financial Services

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Frequently Asked Questions Regarding Exfinia Financial Services

What is Exfinia Financial Services's official website?
Exfinia Financial Services's official website is www.exfinia.com
What is Exfinia Financial Services's Revenue?
Exfinia Financial Services's revenue is <$5 Million
What is Exfinia Financial Services's SIC code?
Exfinia Financial Services's SIC: 87,874
What is Exfinia Financial Services's NAICS code?
Exfinia Financial Services's NAICS: 54,541
How many employees does Exfinia Financial Services have?
Exfinia Financial Services has 11-50 employees
What industry does Exfinia Financial Services belong to?
Exfinia Financial Services is in the industry of: Business Services, Finance, Consumer Services
What is Exfinia Financial Services competition?
Exfinia Financial Services top competitors include: EKS Associates, Buckle Pro, Fee-Only Financial Advisors, Thrivepoint Financial
What technology does Exfinia Financial Services use?
Some of the popular technologies that Exfinia Financial Services uses are: Cloudflare CDN, YouTube, Imperva Incapsula, Hello Bar
How do I contact Exfinia Financial Services?
Exfinia Financial Services contact info: Phone number: (281) 940-3300 Website: www.exfinia.com
What does Exfinia Financial Services do?

Exfinia offers financial consulting services aimed at helping clients protect and grow their wealth, ensuring a comfortable retirement, and providing financial security for their families. They specialize in comprehensive financial analysis, personalized planning, and a wide range of options tailored to individual needs. Additionally, Exfinia provi... des wellness coaching services, including meal planning, muscle building, and weight loss programs, catering to those looking to improve their health and lifestyle. Their target clients include individuals seeking financial stability and wellness, as well as families concerned about future financial security.Read More

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

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