Financial Dimensions

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

1516 Hudson St Ste 202, Longview, Washin...

Phone Number

(360) 425-0100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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About Financial Dimensions

Financial Life Dimensions offers comprehensive financial planning and wealth management services, focusing on retirement planning. Led by personal financial advisor James Pafundi, the firm aims to understand clients holistically to provide tailored financial solutions. Their services include investment management, insurance, and complimentary risk analysis, catering to individuals seeking to secure their financial future. The company partners with LPL Financial to enhance its offerings and ensure transparency and independence in its advisory services.Explore more
Financial Dimensions's Social MediaPopular SearchesFinancial DimensionsLPL Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Dimensions Org Chart

PhoneEmail
JP
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Lpl Financial Advisor & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Dimensions

<$5M
1-10
Private
-
-
JP
James PafundiLpl Financial Advisor & Founder
<$5M
11-50
Private
-
2009
JT
Jeffrey ThomasChief Operating Officer
<$5M
1-10
Private
-
-
LP
Lea PicardyClient Relationship Manager
<$5M
1-10
Private
-
1992
KC
Katy CunninghamManager, Branch Operations
<$5M
1-10
Private
-
2009
LM
Leigh MallochClient Services Advisor
<$5M
1-10
Private
-
2013
Kerry Poulson, President at TrueCourse Investment Management
Kerry PoulsonPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Financial Dimensions Tech Stack

A closer look at the technologies used by Financial Dimensions

Top Finance Companies

Frequently Asked Questions Regarding Financial Dimensions

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 1-10 employees
What industry does Financial Dimensions belong to?
Financial Dimensions is in the industry of: Finance, Securities Trading
What is Financial Dimensions competition?
Financial Dimensions top competitors include: Picardy Wealth Management, Alan K Modest and Associates, Triumph Capital, TrueCourse Investment Management
What technology does Financial Dimensions use?
Some of the popular technologies that Financial Dimensions uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Financial Dimensions?
Financial Dimensions contact info: Phone number: (360) 425-0100 Website: www.financialdimensionsnw.com
What does Financial Dimensions do?

Financial Life Dimensions offers comprehensive financial planning and wealth management services, focusing on retirement planning. Led by personal financial advisor James Pafundi, the firm aims to understand clients holistically to provide tailored financial solutions. Their services include investment management, insurance, and complimentary risk... analysis, catering to individuals seeking to secure their financial future. The company partners with LPL Financial to enhance its offerings and ensure transparency and independence in its advisory services.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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