Financial BOSS
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
290 Springfield Ave Unit 3772, Newark, N...Phone Number
(862) 227-2498Website
www.financialboss.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Financial BOSS
Financial Boss is a fee-only financial fiduciary that offers financial planning and investment management advice to mid-career Millennial professionals. Their services include financial life planning, behavioral coaching, and customized Environmental, Social, and Governance (ESG) portfolios. Financial Boss prioritizes communication by collaborating virtually with clients through video calls, pre-recorded videos, email, and text messages. Their target clients are mid-30s to 40s families with an income over $180,000 who seek to optimize cash flow, align money with values, and retire early.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Financial BOSS
<$5M
1-10
Private
-
2017
N/A
Company Profile Activity
Activity Insights
Financial BOSS is experiencing very low activity levels compared to other companies in the Finance sector.
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Financial BOSS is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial BOSS.
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Financial Boss is a fee-only financial fiduciary that offers financial planning and investment management advice to mid-career Millennial professionals. Their services include financial life planning, behavioral coaching, and customized Environmental, Social, and Governance (ESG) portfolios. Financial Boss prioritizes communication by collaborating... Read More
