Financial & Tax Architects

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

12412 Powerscourt Dr Ste 25, St. Louis, ...

Phone Number

(314) 858-1122

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
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Jun
ZI Rank
2
2
2
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1
2

About Financial & Tax Architects

Financial & Tax Architects, LLC is an independent financial advisor and fiduciary with locations in St. Louis, Nashville, Chicago, and Dallas. They specialize in retirement planning, offering hands-on classes and personalized financial strategies to help clients secure a reliable income for life. The firm focuses on clients nearing retirement, providing resources and education to navigate the complexities of financial planning. With over 60 years of combined experience, they aim to protect and grow clients' assets while preparing them for a successful retirement.Explore more
Financial & Tax Architects's Social MediaPopular SearchesFinancial & Tax ArchitectsFinancial & Tax Architects IncFinancial & Tax Architects LLCFinancial Architects IncSIC Code 62,628NAICS Code 52,523Show more

Financial & Tax Architects Org Chart

PhoneEmail
GH
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial & Tax Architect...

<$5M
11-50
Private
-
1998
GH
Gordon HaavePresident & Chief Investment Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial & Tax Architects is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Financial & Tax Architects Tech Stack

A closer look at the technologies used by Financial & Tax Architects

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Frequently Asked Questions Regarding Financial & Tax Architects

What is Financial & Tax Architects's official website?
Financial & Tax Architects's official website is www.fta-ria.com
What is Financial & Tax Architects's Revenue?
Financial & Tax Architects's revenue is <$5 Million
What is Financial & Tax Architects's SIC code?
Financial & Tax Architects's SIC: 62,628
What is Financial & Tax Architects's NAICS code?
Financial & Tax Architects's NAICS: 52,523
How many employees does Financial & Tax Architects have?
Financial & Tax Architects has 11-50 employees
What industry does Financial & Tax Architects belong to?
Financial & Tax Architects is in the industry of: Finance, Securities Trading
What is Financial & Tax Architects competition?
Financial & Tax Architects top competitors include: Phase 2 Wealth Advisors, Sterling Total Wealth Solutions, Charles Carroll Financial Partners, Botkin Family Wealth Management
What technology does Financial & Tax Architects use?
Some of the popular technologies that Financial & Tax Architects uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact Financial & Tax Architects?
Financial & Tax Architects contact info: Phone number: (314) 858-1122 Website: www.fta-ria.com
What does Financial & Tax Architects do?

Financial & Tax Architects, LLC is an independent financial advisor and fiduciary with locations in St. Louis, Nashville, Chicago, and Dallas. They specialize in retirement planning, offering hands-on classes and personalized financial strategies to help clients secure a reliable income for life. The firm focuses on clients nearing retirement, prov... iding resources and education to navigate the complexities of financial planning. With over 60 years of combined experience, they aim to protect and grow clients' assets while preparing them for a successful retirement.Read More

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

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