Financial Connection

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1700 S Dixie Hwy Ste 508, Boca Raton, Fl...

Phone Number

(561) 372-6000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Financial Connection

Financial Connection, Inc. was founded in 1988 to satisfy the wide ranging needs of the individual consumer, as well as those of the business and professional community, for a comprehensive approach to financial planning and services. Throughout our growth, we have maintained a simple philosophy; We work with each client in determining their unique financial requirements and goals. We provide the best possible professional solutions to address each individual need. e make every effort to assist each client in achieving their financial goals. The Financial Connection team has extensive experience in following areas: Financial Planning Wealth Management Employee Benefits Risk Management Corporate Retirement Plans Executive Fringe Benefits Because of the nature of our client relationships, it has been necessary to develop expertise in a number of areas beyond that normally expected of a financial services firm. In addition, we have working relationships with professionals in other disciplRead more
Financial Connection's Social MediaPopular SearchesFINANCIAL CONNECTION IncThe Financial Connection IncFinancial ConnectionFinancialconnectionsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Connection

<$5M
1-10
Private
-
1988
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
1977
AB
Alexandra BenoitManager, Operations
<$5M
1-10
Private
-
2013
BC
Bryce CareyPartner, CERTIFIED FINANCIAL PLANNER Practitioner
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Top Finance Companies

Frequently Asked Questions Regarding Financial Connection

What is Financial Connection's official website?
Financial Connection's official website is www.financialconnectioninc.com
What is Financial Connection's Revenue?
Financial Connection's revenue is <$5 Million
What is Financial Connection's SIC code?
Financial Connection's SIC: 62,628
What is Financial Connection's NAICS code?
Financial Connection's NAICS: 52,523
How many employees does Financial Connection have?
Financial Connection has 1-10 employees
What industry does Financial Connection belong to?
Financial Connection is in the industry of: Finance, Insurance, Securities Trading
What is Financial Connection competition?
Financial Connection top competitors include: Bellingrath Wealth, NorthLanding Financial Partners, Sierra Pacific Financial Advisors, TBH Global Asset Management
How do I contact Financial Connection?
Financial Connection contact info: Phone number: (561) 372-6000 Website: www.financialconnectioninc.com
What does Financial Connection do?

Financial Connection, Inc. was founded in 1988 to satisfy the wide ranging needs of the individual consumer, as well as those of the business and professional community, for a comprehensive approach to financial planning and services. Throughout our growth, we have maintained a simple philosophy; We work with each client in determining their unique... financial requirements and goals. We provide the best possible professional solutions to address each individual need. e make every effort to assist each client in achieving their financial goals. The Financial Connection team has extensive experience in following areas: Financial Planning Wealth Management Employee Benefits Risk Management Corporate Retirement Plans Executive Fringe Benefits Because of the nature of our client relationships, it has been necessary to develop expertise in a number of areas beyond that normally expected of a financial services firm. In addition, we have working relationships with professionals in other disciplines, whom we can call on for specific advice when appropriate. The firm maintains offices in Boca Raton, FL and Farmingdale, NY allowing us to conveniently serve both the South Florida and NYC Metropolitan Areas. We appreciate having an opportunity to present our services to you. Our aim is simple; to become your advisors and help you turn your needs, goals and objectives into a financial reality.Read More

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

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