Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

5550 26th St W Ste 3, Bradenton, Florida...

Phone Number

(941) 752-1159

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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About Financial Services

Financial Services of Bradenton is a family-owned financial advisory firm dedicated to building lasting relationships by providing prudent advice and guidance to help clients achieve their financial goals. They serve families, individuals, professionals, and small businesses, focusing on wealth management and retirement planning tailored to each client's unique needs. The firm emphasizes professional investing and clear communication, ensuring clients are well-informed about various financial markets and products. They are affiliated with Commonwealth Financial Network, a highly-rated independent broker/dealer, and offer complimentary initial consultations.Explore more
Popular SearchesFinancial Servicesfinance-serve.comFinancial Services Of BradentonDonald WesterhoffFin Services LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Services Org Chart

PhoneEmail
DP
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Financial Partner & President

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Services

<$5M
1-10
Private
-
1988
DP
Darin PierceFinancial Partner & President
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
2014
SW
Sandi WanatClient Relationship Manager
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2002
ML
Miranda LicursiFinancial Planning Coordinator
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Financial Services Tech Stack

A closer look at the technologies used by Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Financial Services

What is Financial Services's official website?
Financial Services's official website is www.finance-serve.com
What is Financial Services's Revenue?
Financial Services's revenue is <$5 Million
What is Financial Services's SIC code?
Financial Services's SIC: 62,628
What is Financial Services's NAICS code?
Financial Services's NAICS: 52,523
How many employees does Financial Services have?
Financial Services has 1-10 employees
What industry does Financial Services belong to?
Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Financial Services competition?
Financial Services top competitors include: English Financial Group, Andrews DeMartino Wealth Strategies Firm, Sunrise Wealth Partners, Orazio Financial Services
What technology does Financial Services use?
Some of the popular technologies that Financial Services uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Financial Services?
Financial Services contact info: Phone number: (941) 752-1159 Website: www.finance-serve.com
What does Financial Services do?

Financial Services of Bradenton is a family-owned financial advisory firm dedicated to building lasting relationships by providing prudent advice and guidance to help clients achieve their financial goals. They serve families, individuals, professionals, and small businesses, focusing on wealth management and retirement planning tailored to each cl... ient's unique needs. The firm emphasizes professional investing and clear communication, ensuring clients are well-informed about various financial markets and products. They are affiliated with Commonwealth Financial Network, a highly-rated independent broker/dealer, and offer complimentary initial consultations.Read More

Is Financial Services a public company?
Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Financial Services

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