Flashpoint Financial Services

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7212 Goforth Rd Ste 213, Kyle, Texas, 78...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About Flashpoint Financial Services

Flashpoint Financial Services offers a range of financial advisory services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. Their team is dedicated to helping clients from various backgrounds define and achieve their vision of true wealth through personalized financial strategies. They aim to build long-term relationships based on trust, guiding clients in organizing, building, protecting, and transferring their wealth. The firm serves individuals and families looking to secure their financial future and create a lasting legacy.Explore more
Flashpoint Financial Services's Social MediaPopular SearchesFlashpoint Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Flashpoint Financial Services Org Chart

PhoneEmail
Shalana Poole, Founder & Owner & Wealth Advisor at Flashpoint Financial Services
United States flag for contact location.

Founder & Owner & Wealth Advisor

PhoneEmail
TW
United States flag for contact location.

Founder & Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flashpoint Financial Serv...

<$5M
1-10
Private
-
2021
Shalana Poole, Founder & Owner & Wealth Advisor at Flashpoint Financial Services
Shalana PooleFounder & Owner & Wealth Advisor
$5M
11-50
Private
-
2017
N/A
<$5M
11-50
Private
-
2016
BN
Bryan NorrisInvestment Advisor & Representative
<$5M
1-10
Private
-
1995
SK
Shauna KehrmeyerDirector, Client Services
<$5M
1-10
Private
-
2022
N/A
<$5M
11-50
Private
-
-
AA
Allison AlexisOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Flashpoint Financial Services Tech Stack

A closer look at the technologies used by Flashpoint Financial Services

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Frequently Asked Questions Regarding Flashpoint Financial Services

What is Flashpoint Financial Services's official website?
Flashpoint Financial Services's official website is www.flashpointfinancialservices.com
What is Flashpoint Financial Services's Revenue?
Flashpoint Financial Services's revenue is <$5 Million
What is Flashpoint Financial Services's SIC code?
Flashpoint Financial Services's SIC: 62,628
What is Flashpoint Financial Services's NAICS code?
Flashpoint Financial Services's NAICS: 52,523
How many employees does Flashpoint Financial Services have?
Flashpoint Financial Services has 1-10 employees
What industry does Flashpoint Financial Services belong to?
Flashpoint Financial Services is in the industry of: Finance, Securities Trading
What is Flashpoint Financial Services competition?
Flashpoint Financial Services top competitors include: Hibernian Financial Planning, David Marshall Investments, Hauge Wealth Management, Whitman Wealth Management
What technology does Flashpoint Financial Services use?
Some of the popular technologies that Flashpoint Financial Services uses are: WordPress.org, Cloudflare Website Optimization, Sentry, Proofpoint
What does Flashpoint Financial Services do?

Flashpoint Financial Services offers a range of financial advisory services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. Their team is dedicated to helping clients from various backgrounds define and achieve their vision of true wealth through personalized financial... strategies. They aim to build long-term relationships based on trust, guiding clients in organizing, building, protecting, and transferring their wealth. The firm serves individuals and families looking to secure their financial future and create a lasting legacy.Read More

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

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