Financial Solutions

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

1900 Airport Rd Ste A, Waukesha, Wiscons...

Phone Number

(262) 542-5200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Financial Solutions

Financial Solutions is a financial firm comprised of independent advisors who focus on developing customized financial frameworks for their clients. With an average of 15 years of industry experience, they prioritize building meaningful relationships and providing tailored planning strategies to meet specific client needs. Their collaborative process includes guidance on cash flow, retirement projections, and risk management, ensuring a holistic approach to financial planning. The firm is dedicated to ongoing assessment and adaptation of plans to align with clients' changing lifestyles and industry standards.Explore more
Financial Solutions's Social MediaPopular SearchesFinancial SolutionsFinancial Solutions LLCJltd Advisors LLCJltdadvisorslActual Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

Financial Solutions Org Chart

PhoneEmail
WK
United States flag for contact location.

Certified Financial Planner & Partner

PhoneEmail
TM
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Partner

PhoneEmail
JR
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Customer Service Representative

PhoneEmail
CJ
United States flag for contact location.

Customer Service Representative

PhoneEmail
PB
United States flag for contact location.

Customer Service Representative

PhoneEmail
SK
United States flag for contact location.

Customer Service Representative

PhoneEmail
KS
United States flag for contact location.

Certified Financial Planner & Financial Advis...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
JS
United States flag for contact location.

Founder & Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Solutions

<$5M
1-10
Private
-
2006
WK
William KentonCertified Financial Planner & Partner
<$5M
1-10
Private
-
2006
MB
Marilyn BilykFinancial Advisor
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
SG
Susan GreenRelationship Manager & Research Associate
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
11-50
Private
-
2015
RS
Ravi SankaranBusiness Unit Head
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Solutions Tech Stack

A closer look at the technologies used by Financial Solutions

Top Finance Companies

Frequently Asked Questions Regarding Financial Solutions

What is Financial Solutions's official website?
Financial Solutions's official website is www.fsplanners.com
What is Financial Solutions's Revenue?
Financial Solutions's revenue is <$5 Million
What is Financial Solutions's SIC code?
Financial Solutions's SIC: 62,628
What is Financial Solutions's NAICS code?
Financial Solutions's NAICS: 52,523
How many employees does Financial Solutions have?
Financial Solutions has 1-10 employees
What industry does Financial Solutions belong to?
Financial Solutions is in the industry of: Finance, Securities Trading
What is Financial Solutions competition?
Financial Solutions top competitors include: Sterling Wealth Partners, Copper Canyon Wealth Management, Rogers Financial Group, Independent Investment Services
What technology does Financial Solutions use?
Some of the popular technologies that Financial Solutions uses are: goo.gl, WooCommerce, WordPress.org, PHP
How do I contact Financial Solutions?
Financial Solutions contact info: Phone number: (262) 542-5200 Website: www.fsplanners.com
What does Financial Solutions do?

Financial Solutions is a financial firm comprised of independent advisors who focus on developing customized financial frameworks for their clients. With an average of 15 years of industry experience, they prioritize building meaningful relationships and providing tailored planning strategies to meet specific client needs. Their collaborative proce... ss includes guidance on cash flow, retirement projections, and risk management, ensuring a holistic approach to financial planning. The firm is dedicated to ongoing assessment and adaptation of plans to align with clients' changing lifestyles and industry standards.Read More

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

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