Financial Foundations

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

602 Center St Ste 105, Mount Airy, Maryl...

Phone Number

(301) 829-8610

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Foundations

Financial Foundations, Inc. is a financial advisory firm that offers a range of services including retirement planning, estate planning, investment management, tax strategies, and lifestyle financial advice. The company aims to provide peace of mind to its clients as they navigate their financial paths. Their target clients include individuals seeking guidance on financial matters and investment strategies. Financial Foundations, Inc. operates as a branch office of DFPG Investments, LLC, and emphasizes the importance of consulting with financial professionals for personalized advice.Explore more
Financial Foundations's Social MediaPopular SearchesFinancial FoundationsFinancial Foundations IncSpd Investments LLCFinancial Foundations Thru Education IncFinancial Employee's Foundation IncSIC Code 62,628NAICS Code 52,523Show more

Financial Foundations Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Foundations

<$5M
11-50
Private
-
2006
$5.9M
11-50
Private
-
2013
KS
Katherine SmithPartner, Director of Efficiency
<$5M
1-10
Private
-
2001
Jason Bergey, Owner and Managing Director at Pennsylvania Wealth Management
Jason BergeyOwner and Managing Director
<$5M
1-10
Private
-
1984
CP
Christine PawlentyDirector, Operations
<$5M
1-10
Private
-
2010
YL
Yaming LiuSenior Manager
<$5M
1-10
Private
-
2012
MP
Mike PlumleeManaging Partner
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Financial Foundations Tech Stack

A closer look at the technologies used by Financial Foundations

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Frequently Asked Questions Regarding Financial Foundations

What is Financial Foundations's official website?
Financial Foundations's official website is www.financialfoundationsinc.com
What is Financial Foundations's Revenue?
Financial Foundations's revenue is <$5 Million
What is Financial Foundations's SIC code?
Financial Foundations's SIC: 62,628
What is Financial Foundations's NAICS code?
Financial Foundations's NAICS: 52,523
How many employees does Financial Foundations have?
Financial Foundations has 11-50 employees
What industry does Financial Foundations belong to?
Financial Foundations is in the industry of: Finance, Securities Trading
What is Financial Foundations competition?
Financial Foundations top competitors include: Capital City Financial Partners, Cedar Ridge Wealth Management Group, MassMutual, Nurture Wealth
What technology does Financial Foundations use?
Some of the popular technologies that Financial Foundations uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Mailgun
How do I contact Financial Foundations?
Financial Foundations contact info: Phone number: (301) 829-8610 Website: www.financialfoundationsinc.com
What does Financial Foundations do?

Financial Foundations, Inc. is a financial advisory firm that offers a range of services including retirement planning, estate planning, investment management, tax strategies, and lifestyle financial advice. The company aims to provide peace of mind to its clients as they navigate their financial paths. Their target clients include individuals seek... ing guidance on financial matters and investment strategies. Financial Foundations, Inc. operates as a branch office of DFPG Investments, LLC, and emphasizes the importance of consulting with financial professionals for personalized advice.Read More

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

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