First Scotia
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
1476 Balltown Rd, Niskayuna, New York, 1...Phone Number
(518) 370-7249Website
www.firstscotiawealth.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
1
1
1
1
1
About First Scotia
First Scotia Wealth Management specializes in providing personalized wealth management services, including investment and insurance products. Their team of experienced advisors focuses on understanding clients' goals and building trust through attentive service. They cater to individuals seeking financial guidance, particularly in areas such as retirement planning and insurance solutions. The firm emphasizes the importance of relationships in achieving financial success.Explore more
First Scotia Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1996
AH
Alfred HeinCERTIFIED FUNDS SPECIALIST CERTIFIED ESTATE SPECIALIST Financial Professional
Company Profile Activity
Activity Insights
First Scotia is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
First Scotia is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Scotia.
First Scotia Tech Stack
A closer look at the technologies used by First Scotia
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Frequently Asked Questions Regarding First Scotia
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First Scotia Wealth Management specializes in providing personalized wealth management services, including investment and insurance products. Their team of experienced advisors focuses on understanding clients' goals and building trust through attentive service. They cater to individuals seeking financial guidance, particularly in areas such as ret... Read More
