Fireside Financial Planning

Finance · 1-10 Employees

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Overview

Phone Number

(408) 371-3091

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Fireside Financial Planning

Fireside Financial Planning, Inc. provides financial planning and investment advisory services tailored for individuals and small businesses, leveraging over 30 years of experience. Their offerings include financial advice, investment counseling, and comprehensive financial plans, all communicated in clear and understandable terms. Additionally, Fireside Tax Consulting, Inc. specializes in tax preparation, planning, and representation services, with more than 35 years of experience in simplifying complex tax situations. The company aims to serve individuals, small businesses, trusts, and estates with personalized attention and expert guidance.Explore more
Popular SearchesFireside Financial Planning IncFireside Tax Consulting IncFireside Financial PlanningFinancial Planning IncCA Fireside Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fireside Financial Planni...

<$5M
1-10
Private
-
1991
N/A
$5.7M
11-50
Private
-
2001
LC
Lisa CannonVice President, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1991
<$5M
11-50
Private
-
1985
SP
Serene PaintalService Professional
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fireside Financial Planning Tech Stack

A closer look at the technologies used by Fireside Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Fireside Financial Planning

What is Fireside Financial Planning's official website?
Fireside Financial Planning's official website is www.fireside-advisor.com
What is Fireside Financial Planning's Revenue?
Fireside Financial Planning's revenue is <$5 Million
What is Fireside Financial Planning's SIC code?
Fireside Financial Planning's SIC: 62,628
What is Fireside Financial Planning's NAICS code?
Fireside Financial Planning's NAICS: 52,523
How many employees does Fireside Financial Planning have?
Fireside Financial Planning has 1-10 employees
What industry does Fireside Financial Planning belong to?
Fireside Financial Planning is in the industry of: Finance, Securities Trading
What is Fireside Financial Planning competition?
Fireside Financial Planning top competitors include: Fountainhead Wealth, Winsett Financial Group, Cannon Advisors, H Papa & Associates
What technology does Fireside Financial Planning use?
Some of the popular technologies that Fireside Financial Planning uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Fireside Financial Planning?
Fireside Financial Planning contact info: Phone number: (408) 371-3091 Website: www.fireside-advisor.com
What does Fireside Financial Planning do?

Fireside Financial Planning, Inc. provides financial planning and investment advisory services tailored for individuals and small businesses, leveraging over 30 years of experience. Their offerings include financial advice, investment counseling, and comprehensive financial plans, all communicated in clear and understandable terms. Additionally, Fi... reside Tax Consulting, Inc. specializes in tax preparation, planning, and representation services, with more than 35 years of experience in simplifying complex tax situations. The company aims to serve individuals, small businesses, trusts, and estates with personalized attention and expert guidance.Read More

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

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