Financial Solutions

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

19506 Hwy 59 N Ste 175, Humble, Texas, 7...

Phone Number

(512) 280-6868

Revenue

$11.3 Million

Industry

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

Wisdom Index Advisors is a fee-only wealth management firm that provides comprehensive wealth planning solutions to families, individuals, non-profit organizations, trustees, and sponsors of retirement plans. Their proprietary approach, known as 'Walking in Wisdom,' connects clients' values and goals with foundational truths and investment science. The firm utilizes the Wisdom Index, a unique tool that aligns financial resources with life priorities, and emphasizes organic advice free from conflicts of interest. Their investment philosophy is grounded in Nobel-prize winning research rather than Wall Street forecasts.Explore more
Financial Solutions's Social MediaPopular SearchesFinancial Solutions Pty LtdFinancial Services LLCFinancial Group LLCFinancial Group IncFinancial GroupSIC Code 62,628NAICS Code 52,523Show more

Financial Solutions Org Chart

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Chief Executive Officer

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Solutions

$11.3M
11-50
Private
-
1990
<$5M
11-50
Private
-
1984
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
2016
TD
Tiffany DiazAdvisor Assistant
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
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Company Profile Activity

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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

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Frequently Asked Questions Regarding Financial Solutions

What is Financial Solutions's official website?
Financial Solutions's official website is www.financialinnov.com
What is Financial Solutions's Revenue?
Financial Solutions's revenue is $11.3 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 11-50 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: Wisdom Index, FRS Capital Management, Valenta Capital Management, Diversified Wealth Management Solutions
What technology does Financial Solutions use?
Some of the popular technologies that Financial Solutions uses are: WordPress.org, Drupal, PHP, Google Universal Analytics
How do I contact Financial Solutions?
Financial Solutions contact info: Phone number: (512) 280-6868 Website: www.financialinnov.com
What does Financial Solutions do?

Wisdom Index Advisors is a fee-only wealth management firm that provides comprehensive wealth planning solutions to families, individuals, non-profit organizations, trustees, and sponsors of retirement plans. Their proprietary approach, known as 'Walking in Wisdom,' connects clients' values and goals with foundational truths and investment science.... The firm utilizes the Wisdom Index, a unique tool that aligns financial resources with life priorities, and emphasizes organic advice free from conflicts of interest. Their investment philosophy is grounded in Nobel-prize winning research rather than Wall Street forecasts.Read More

What are Financial Solutions social media links?
Financial Solutions Linkedin page Financial Solutions Twitter 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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