Fisler Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

950 Glenn Dr Ste 230, Folsom, California...

Phone Number

(916) 984-0789

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Fisler Financial Services

Fisler Financial Services specializes in providing personalized financial planning services to individuals and their families. They focus on helping clients define their financial goals, maximize savings, manage assets, and track their financial plans. With a client-centered approach, they design tailored strategies that evolve with clients over time. Their services include accumulation, taxation, risk management, business planning, retirement planning, and estate planning.Explore more
Popular SearchesFisler 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

Fisler Financial Services

<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2006
LR
Lisa RazeManager, Client Services
<$5M
1-10
Private
-
1995
JM
Joshua MyersPresident & Financial Advisor
<$5M
1-10
Private
-
1990
NH
Neil HoytPartner, President
<$5M
1-10
Private
-
1986
RS
Robert SegalVice President
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
2006
GS
Gayle SawyerFinancial Planning Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fisler Financial Services Tech Stack

A closer look at the technologies used by Fisler Financial Services

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Frequently Asked Questions Regarding Fisler Financial Services

What is Fisler Financial Services's official website?
Fisler Financial Services's official website is www.fislerfinancialservices.com
What is Fisler Financial Services's Revenue?
Fisler Financial Services's revenue is <$5 Million
What is Fisler Financial Services's SIC code?
Fisler Financial Services's SIC: 62,628
What is Fisler Financial Services's NAICS code?
Fisler Financial Services's NAICS: 52,523
How many employees does Fisler Financial Services have?
Fisler Financial Services has 1-10 employees
What industry does Fisler Financial Services belong to?
Fisler Financial Services is in the industry of: Finance, Securities Trading
What is Fisler Financial Services competition?
Fisler Financial Services top competitors include: EMM Financial Services, Grandview Partners, Pacific Wealth Partners, Capital Financial Planning
What technology does Fisler Financial Services use?
Some of the popular technologies that Fisler Financial Services uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Fisler Financial Services?
Fisler Financial Services contact info: Phone number: (916) 984-0789 Website: www.fislerfinancialservices.com
What does Fisler Financial Services do?

Fisler Financial Services specializes in providing personalized financial planning services to individuals and their families. They focus on helping clients define their financial goals, maximize savings, manage assets, and track their financial plans. With a client-centered approach, they design tailored strategies that evolve with clients over ti... me. Their services include accumulation, taxation, risk management, business planning, retirement planning, and estate planning.Read More

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

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