Financial Alternatives

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

667 Grant Rd Ste 1, East Wenatchee, Wash...

Phone Number

(509) 663-7526

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 Financial Alternatives

Financial Alternatives is a financial services firm based in Washington, specializing in investment planning, retirement planning, and insurance solutions. With over 40 years of experience, they provide personalized financial strategies and ongoing support to individuals, business owners, and retirees. The company is particularly focused on serving educators and participants in the Washington State Retirement System. Their team of experienced financial advisors is dedicated to delivering objective recommendations tailored to the unique needs of their clients.Explore more
Financial Alternatives's Social MediaPopular SearchesFinancial AlternativesSIC Code 62,628NAICS Code 52,523Show more

Financial Alternatives Org Chart

PhoneEmail
KP
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Marketing & Event Coordinator

PhoneEmail
BM
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Client Service Specialist

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LB
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Client Service Specialist

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CA
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Financial Advisor

PhoneEmail
KL
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Licensed Sales Assistant

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ML
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Licensed Sales Assistant

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JM
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Financial Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Alternatives

<$5M
11-50
Private
-
-
KP
Kristen PetersonMarketing & Event Coordinator
$7.5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
LS
Lauren SauderClient Service Associate
<$5M
1-10
Private
-
-
TP
Tyler PottsPresident & Chief Investment Officer
<$5M
1-10
Private
-
2006
AF
Adam FunkCertified Financial Planner (Cfp)
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
AH
Anna HartExecutive Assistant, Financial
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Alternatives Tech Stack

A closer look at the technologies used by Financial Alternatives

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Frequently Asked Questions Regarding Financial Alternatives

What is Financial Alternatives's official website?
Financial Alternatives's official website is www.finaltllc.com
What is Financial Alternatives's Revenue?
Financial Alternatives's revenue is <$5 Million
What is Financial Alternatives's SIC code?
Financial Alternatives's SIC: 62,628
What is Financial Alternatives's NAICS code?
Financial Alternatives's NAICS: 52,523
How many employees does Financial Alternatives have?
Financial Alternatives has 11-50 employees
What industry does Financial Alternatives belong to?
Financial Alternatives is in the industry of: Finance, Insurance, Securities Trading
What is Financial Alternatives competition?
Financial Alternatives top competitors include: Hart Financial, North Shore Planning Group, Berry Financial, Waterman Wealth Strategies
What technology does Financial Alternatives use?
Some of the popular technologies that Financial Alternatives uses are: DocuSign, Drupal, Microsoft 365, Google Tag Manager
How do I contact Financial Alternatives?
Financial Alternatives contact info: Phone number: (509) 663-7526 Website: www.finaltllc.com
What does Financial Alternatives do?

Financial Alternatives is a financial services firm based in Washington, specializing in investment planning, retirement planning, and insurance solutions. With over 40 years of experience, they provide personalized financial strategies and ongoing support to individuals, business owners, and retirees. The company is particularly focused on serving... educators and participants in the Washington State Retirement System. Their team of experienced financial advisors is dedicated to delivering objective recommendations tailored to the unique needs of their clients.Read More

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

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