Financial Directions

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

1228 E Prince Rd, Tucson, Arizona, 85719...

Phone Number

(520) 408-7777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Financial Directions

Financial Directions, LLC is an independent Registered Investment Advisor based in Tucson, AZ, offering personalized financial planning services tailored to meet the needs of individuals and small business owners. Their services include investment advice, retirement planning, college savings, and estate planning, focusing on building long-term relationships with clients. The company prides itself on transparency and a client-centered approach, ensuring that there are no hidden fees or sales quotas. With a commitment to understanding each client's unique financial goals, Financial Directions aims to help clients navigate the complexities of investing and wealth management.Explore more
Financial Directions's Social MediaPopular SearchesFinancial Directions LLCFinancialDirectionsFinancialdirectionsllcNorth Financial Directions LLCfinancial directions llcGetSIC Code 62,628NAICS Code 52,523Show more

Financial Directions Org Chart

PhoneEmail
CH
United States flag for contact location.

Registered Principal

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MB
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Office Administrator

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TJ
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Investment Advisor & Representative

PhoneEmail
JA
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Investment Advisor & Representative

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GT
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Investment Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Directions

<$5M
1-10
Private
-
1996
CH
Christopher HambacherRegistered Principal
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
HW
Holly WhireClient Service Associate
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2001
BH
Benjamin HagyFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Directions Tech Stack

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Frequently Asked Questions Regarding Financial Directions

What is Financial Directions's official website?
Financial Directions's official website is www.financialdirectionsllc.com
What is Financial Directions's Revenue?
Financial Directions's revenue is <$5 Million
What is Financial Directions's SIC code?
Financial Directions's SIC: 62,628
What is Financial Directions's NAICS code?
Financial Directions's NAICS: 52,523
How many employees does Financial Directions have?
Financial Directions has 1-10 employees
What industry does Financial Directions belong to?
Financial Directions is in the industry of: Finance, Securities Trading
What is Financial Directions competition?
Financial Directions top competitors include: Murphy Wealth Management, Stockade Wealth Management, Pathway Financial Group, Waterford Advisors
What technology does Financial Directions use?
Some of the popular technologies that Financial Directions uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact Financial Directions?
Financial Directions contact info: Phone number: (520) 408-7777 Website: www.financialdirectionsllc.com
What does Financial Directions do?

Financial Directions, LLC is an independent Registered Investment Advisor based in Tucson, AZ, offering personalized financial planning services tailored to meet the needs of individuals and small business owners. Their services include investment advice, retirement planning, college savings, and estate planning, focusing on building long-term rela... tionships with clients. The company prides itself on transparency and a client-centered approach, ensuring that there are no hidden fees or sales quotas. With a commitment to understanding each client's unique financial goals, Financial Directions aims to help clients navigate the complexities of investing and wealth management.Read More

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

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