FirstLine Financial

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

5635 N Scottsdale Rd Ste 170, Scottsdale...

Phone Number

(480) 729-6246

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FirstLine Financial

FirstLine Financial specializes in fiduciary services within the retirement planning industry, focusing on educating and guiding both pre and post retirees. Their team of financial professionals is dedicated to helping clients navigate their retirement journey by reviewing and adjusting income strategies to align with individual goals. They aim to design retirement plans that prioritize family, future, and peace of mind. FirstLine Financial operates as a Registered Investment Advisor in Arizona, offering advisory services and insurance products through its affiliated company.Explore more
FirstLine Financial's Social MediaPopular SearchesFirstline Financial LLCFirstLine FinancialFirst Line Financial Planning IncFirst Line Financial LLCFirstLine Financial 94SIC Code 62,628NAICS Code 52,523Show more

FirstLine Financial Org Chart

PhoneEmail
RL
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Founder & Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FirstLine Financial

<$5M
1-10
Private
-
2020
RL
Ryan LarsonFounder & Wealth Advisor
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FirstLine Financial Tech Stack

A closer look at the technologies used by FirstLine Financial

FirstLine Financial News & Media

  • FirstLine Financial Unveils W.R.A.P. Retirement Plan

    Scottsdale, Arizona--(Newsfile Corp. - October 29, 2022) - FirstLine Financial announces the initiation of their W.R.A.P. (Written Retirement Action Plan) method to help members of the baby boomer generation retire.Will MurrayFirstLine's plan has proven to successfully guide diverse sets of individuals through this complex process
Read more news

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Frequently Asked Questions Regarding FirstLine Financial

What is FirstLine Financial's official website?
FirstLine Financial's official website is www.firstlinefin.com
What is FirstLine Financial's Revenue?
FirstLine Financial's revenue is <$5 Million
What is FirstLine Financial's SIC code?
FirstLine Financial's SIC: 62,628
What is FirstLine Financial's NAICS code?
FirstLine Financial's NAICS: 52,523
How many employees does FirstLine Financial have?
FirstLine Financial has 1-10 employees
What industry does FirstLine Financial belong to?
FirstLine Financial is in the industry of: Finance, Insurance, Securities Trading
What is FirstLine Financial competition?
FirstLine Financial top competitors include: Copper Canyon Wealth Management, Murphy Wealth Management, Great Lakes Wealth Advisors, Rogers Financial Group
What technology does FirstLine Financial use?
Some of the popular technologies that FirstLine Financial uses are: WordPress.org, PHP, YouTube, Microsoft 365
How do I contact FirstLine Financial?
FirstLine Financial contact info: Phone number: (480) 729-6246 Website: www.firstlinefin.com
What does FirstLine Financial do?

FirstLine Financial specializes in fiduciary services within the retirement planning industry, focusing on educating and guiding both pre and post retirees. Their team of financial professionals is dedicated to helping clients navigate their retirement journey by reviewing and adjusting income strategies to align with individual goals. They aim to... design retirement plans that prioritize family, future, and peace of mind. FirstLine Financial operates as a Registered Investment Advisor in Arizona, offering advisory services and insurance products through its affiliated company.Read More

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

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