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Financial Dimensions

Finance · Washington, United States · <25 Employees

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About

Headquarters

1516 Hudson St Ste 202, Longview, Washington, 9...

Phone Number

(360) 425-0100

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Financial Dimensions

We are a small, independent wealth advisory firm specializing in financial planning and wealth management. We believe our clients are not a number on a statement. Real wealth can be created and maintained when the larger self is understood. Each person has a unique life journey and their experiences have taught them certain realities. If your financial strategy does not acknowledge, leverage, and complement your uniqueness, we dont believe it gives you the best opportunity of achieving long term success. James Pafundi started his career in 1996 and spent the next few years at smaller firms. In 1998, he began working for larger institutional firms such as Prudential Securities, UBS, and Wells Fargo, and eventually he went independent in 2010. In 2011, his wife and partner would leave her 20 year position at Wells Fargo Wealth Management to work with James full time in their own wealth management company, Financial Life Dimensions. Today we serve clients from all over the country, but spend the majority of our time traveling to see clients in the PNW, the Bay Area, and San Diego. Securities and advisory services offered through LPL Financial. Member FINRA/SIPC.Read more

Financial Dimensions's Social MediaPopular SearchesFinancial DimensionsFinancial StrategiesFinancialstrategiesLPL Financial LLCLpl FinancialSIC Code 62,628NAICS Code 52,523Show more

Financial Dimensions Org Chart

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Dottie Koontz

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Frequently Asked Questions regarding Financial Dimensions

Where is Financial Dimensions located?
Financial Dimensions's headquarters are located at 1516 Hudson St Ste 202, Longview, Washington, 98632, United States
What is Financial Dimensions's phone number?
Financial Dimensions's phone number is (360) 425-0100
What is Financial Dimensions's official website?
Financial Dimensions's official website is www.financialdimensionsnw.com
What is Financial Dimensions's Revenue?
Financial Dimensions's revenue is <$5 Million
What is Financial Dimensions's SIC code?
Financial Dimensions's SIC: 62,628
What is Financial Dimensions's NAICS code?
Financial Dimensions's NAICS: 52,523
How many employees does Financial Dimensions have?
Financial Dimensions has <25 employees
What industry does Financial Dimensions belong to?
Financial Dimensions is in the industry of: Finance General, Finance
What is Financial Dimensions competition?
Financial Dimensions top competitors include: Brook Wealth Management, Cornhusker Wealth Management, Alan K Modest and Associates, Nevada Investment Management
How do I contact Financial Dimensions?
Financial Dimensions contact info: Phone number: (360) 425-0100 Website: www.financialdimensionsnw.com
What does Financial Dimensions do?

We are a small, independent wealth advisory firm specializing in financial planning and wealth management. We believe our clients are not a number on a statement. Real wealth can be created and maintained when the larger self is understood. Each person has a unique life journey and their experiences have taught them certain realities. If your finan... cial strategy does not acknowledge, leverage, and complement your uniqueness, we dont believe it gives you the best opportunity of achieving long term success. James Pafundi started his career in 1996 and spent the next few years at smaller firms. In 1998, he began working for larger institutional firms such as Prudential Securities, UBS, and Wells Fargo, and eventually he went independent in 2010. In 2011, his wife and partner would leave her 20 year position at Wells Fargo Wealth Management to work with James full time in their own wealth management company, Financial Life Dimensions. Today we serve clients from all over the country, but spend the majority of our time traveling to see clients in the PNW, the Bay Area, and San Diego. Securities and advisory services offered through LPL Financial. Member FINRA/SIPC.Read More

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

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