Finesse Financial

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

645 Saint George Ave Ste 1, Roselle, New...

Phone Number

(908) 298-0790

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
1
1

About Finesse Financial

Finesse Financial Services Inc is a comprehensive Wealth Management Firm that provides professional and personal services to its clients. The firm offers a wide range of services including Real Estate, Estate Planning, Tax Preparation & Planning, Insurance, and Employee Benefit Plans, along with investment advisory services through its partnership with Cetera Investment Advisers LLC. Their clientele includes retirees, small business owners, working professionals, and women, all seeking tailored financial strategies. Finesse Financial emphasizes long-term relationships and open communication to help clients achieve their financial goals.Explore more
Popular SearchesFinesse FinancialFinesse Financial Service IncFinesse Financial Services IncFinesse Investing LLCFiness Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finesse Financial

<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2019
JB
Joseph BorgesePresident & Manager, Wealth
<$5M
1-10
Private
-
1998
CK
Cynthia KaskieOffice Manager
<$5M
1-10
Private
-
2004
MF
Marcus FryarCertified Financial Planner
<$5M
1-10
Private
-
2007
RG
Richard GooteePresident Emeritus
<$5M
1-10
Private
-
-
DL
Daniel LeachFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Finesse Financial Tech Stack

A closer look at the technologies used by Finesse Financial

Top Finance Companies

Frequently Asked Questions Regarding Finesse Financial

What is Finesse Financial's official website?
Finesse Financial's official website is www.finessefinancialplanning.com
What is Finesse Financial's Revenue?
Finesse Financial's revenue is <$5 Million
What is Finesse Financial's SIC code?
Finesse Financial's SIC: 62,628
What is Finesse Financial's NAICS code?
Finesse Financial's NAICS: 52,523
How many employees does Finesse Financial have?
Finesse Financial has 1-10 employees
What industry does Finesse Financial belong to?
Finesse Financial is in the industry of: Finance, Insurance, Securities Trading
What is Finesse Financial competition?
Finesse Financial top competitors include: Contour Wealth Management, Fryar Financial, delco financial services, Atherton Wealth Advisors
What technology does Finesse Financial use?
Some of the popular technologies that Finesse Financial uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Finesse Financial?
Finesse Financial contact info: Phone number: (908) 298-0790 Website: www.finessefinancialplanning.com
What does Finesse Financial do?

Finesse Financial Services Inc is a comprehensive Wealth Management Firm that provides professional and personal services to its clients. The firm offers a wide range of services including Real Estate, Estate Planning, Tax Preparation & Planning, Insurance, and Employee Benefit Plans, along with investment advisory services through its partnership... with Cetera Investment Advisers LLC. Their clientele includes retirees, small business owners, working professionals, and women, all seeking tailored financial strategies. Finesse Financial emphasizes long-term relationships and open communication to help clients achieve their financial goals.Read More

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

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