Florek Financial
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
46 Railroad Ave Unit 201, Duxbury, Massa...Phone Number
(781) 934-9400Website
www.florekfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Florek Financial
Florek Financial is a private wealth management firm based in Duxbury, Massachusetts, specializing in financial and investment planning for individuals and multi-generational families. The firm employs a multi-disciplined approach to help clients sustain and grow their long-term wealth, focusing on personalized service and alignment of interests. Their services include cash flow analysis, investment policy development, tax planning, and estate planning, all tailored to meet the unique needs of each client. Florek Financial's mission is to be the most trusted financial advisor for their clients, with compensation based solely on the advice provided.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Florek Financial
<$5M
1-10
Private
-
2009
N/A
Company Profile Activity
Activity Insights
Florek Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Florek Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Florek Financial.
Florek Financial Tech Stack
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Florek Financial is a private wealth management firm based in Duxbury, Massachusetts, specializing in financial and investment planning for individuals and multi-generational families. The firm employs a multi-disciplined approach to help clients sustain and grow their long-term wealth, focusing on personalized service and alignment of interests. T... Read More
