Financial Sources

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

44 E Broad St Ste 110, Bethlehem, Pennsy...

Phone Number

(610) 882-5970

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Financial Sources

Financial Sources, Inc. is an independent financial advisory and planning firm based in Bethlehem, Pennsylvania, serving clients nationwide since 1986. The firm specializes in comprehensive retirement planning, investment management, estate planning, finance, insurance, and tax planning, helping individuals and families achieve their financial goals. They offer customized financial plans tailored to clients' needs, ensuring a sustainable lifestyle during retirement and addressing unforeseen life events. With a focus on generational planning, Financial Sources, Inc. aims to grow and protect clients' wealth while guiding them toward a worry-free retirement.Explore more
Financial Sources's Social MediaPopular SearchesFinancial SourcesFinancial Sources IncSources Financial IncFinancial Sources - LtdFinancial Sources LtdSIC Code 62,628NAICS Code 52,523Show more

Financial Sources Org Chart

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John Heeckt, President at Financial Sources
United States flag for contact location.

President

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Sources

<$5M
1-10
Private
-
1986
John Heeckt, President at Financial Sources
John HeecktPresident
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2020
AT
Ashley TateDirector, Client Experience & Operations Specialist
<$5M
1-10
Private
-
2012
LH
Lisa HynsonDirector, Operations
<$5M
1-10
Private
-
-
JM
Joseph MalmborgPrincipal and Financial Advisor
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Company Profile Activity

i

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Low Activity

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Activity Insights

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

What does this means?

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

Financial Sources Tech Stack

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Frequently Asked Questions Regarding Financial Sources

What is Financial Sources's official website?
Financial Sources's official website is www.financial-sources.com
What is Financial Sources's Revenue?
Financial Sources's revenue is <$5 Million
What is Financial Sources's SIC code?
Financial Sources's SIC: 62,628
What is Financial Sources's NAICS code?
Financial Sources's NAICS: 52,523
How many employees does Financial Sources have?
Financial Sources has 1-10 employees
What industry does Financial Sources belong to?
Financial Sources is in the industry of: Finance, Securities Trading
What is Financial Sources competition?
Financial Sources top competitors include: True North Financial Planning, Malmborg Wealth Consulting Group, Natoli Wealth Management, Waterford Advisors
What technology does Financial Sources use?
Some of the popular technologies that Financial Sources uses are: DocuSign, Drupal, PHP, Cloudflare Website Optimization
How do I contact Financial Sources?
Financial Sources contact info: Phone number: (610) 882-5970 Website: www.financial-sources.com
What does Financial Sources do?

Financial Sources, Inc. is an independent financial advisory and planning firm based in Bethlehem, Pennsylvania, serving clients nationwide since 1986. The firm specializes in comprehensive retirement planning, investment management, estate planning, finance, insurance, and tax planning, helping individuals and families achieve their financial goal... s. They offer customized financial plans tailored to clients' needs, ensuring a sustainable lifestyle during retirement and addressing unforeseen life events. With a focus on generational planning, Financial Sources, Inc. aims to grow and protect clients' wealth while guiding them toward a worry-free retirement.Read More

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

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