First National

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

300 Ledgewood Pl Ste 101, Rockland, Mass...

Phone Number

(781) 878-7757

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About First National

First National Advisors (FNA) is a Registered Investment Advisor based in Massachusetts, offering comprehensive wealth management and institutional retirement plan consulting services. They create tailored strategies for personal wealth management, focusing on the unique needs of their clients, including business owners and high-income individuals. FNA employs dynamic portfolio strategies driven by macroeconomic factors to help clients achieve their financial goals. Their services cater to a diverse clientele, including younger clients managing student loans, experienced clients planning for retirement, and retirees looking to allocate investments and mitigate taxes.Explore more
First National's Social MediaPopular SearchesFirst National CorpThe First National Bank of BostonFirst National Bank of BostonFirst NationalFirst National BankSIC Code 62,628NAICS Code 52,523Show more

First National Org Chart

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Secretaria De Gerencia (Colegio De Graduados)...

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First National

<$5M
11-50
Private
<$5M
1978
BE
Beverly EllisVice President
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2006
JM
Jessica MurphyClient Relationship Manager
<$5M
1-10
Private
-
1998
JR
Jeffrey RoeWealth Advisor
<$5M
1-10
Private
-
2010
JM
Julian MorrisPrincipal and Founder - Concierge Wealth Management
<$5M
1-10
Private
-
1989
GL
Gail LuongoDirector of Insurance
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

First National is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

First National financials insights

Gather financial insights about First National, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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First National Tech Stack

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First National News & Media

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Frequently Asked Questions Regarding First National

What is First National's official website?
First National's official website is www.fncadvisor.com
What is First National's Revenue?
First National's revenue is <$5 Million
What is First National's SIC code?
First National's SIC: 62,628
What is First National's NAICS code?
First National's NAICS: 52,523
How many employees does First National have?
First National has 11-50 employees
What industry does First National belong to?
First National is in the industry of: Finance, Securities Trading
What is First National competition?
First National top competitors include: JLB Wealth Management Group, Financial Advisory Network, Concierge Wealth Management, Luongo Wealth Management
What technology does First National use?
Some of the popular technologies that First National uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact First National?
First National contact info: Phone number: (781) 878-7757 Website: www.fncadvisor.com
What does First National do?

First National Advisors (FNA) is a Registered Investment Advisor based in Massachusetts, offering comprehensive wealth management and institutional retirement plan consulting services. They create tailored strategies for personal wealth management, focusing on the unique needs of their clients, including business owners and high-income individuals.... FNA employs dynamic portfolio strategies driven by macroeconomic factors to help clients achieve their financial goals. Their services cater to a diverse clientele, including younger clients managing student loans, experienced clients planning for retirement, and retirees looking to allocate investments and mitigate taxes.Read More

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

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