Fluidwise Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

806 Briarcreek Rd, Jacksonville, Florida...

Phone Number

(904) 880-3880

Revenue

<$5 Million

Industry

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

Fluidwise Financial is dedicated to helping clients plan for a secure financial future through a variety of services including retirement savings strategies, insurance coverage, debt relief programs, and health matching accounts. Established in 2013, the company prioritizes client satisfaction by providing personalized solutions and expert guidance tailored to individual and business needs. Their approach emphasizes simplicity and transparency, ensuring clients understand their options and can make informed decisions. Fluidwise Financial aims to alleviate financial burdens and empower clients to achieve their financial goals.Explore more
Popular SearchesFluidwise Financial LLCFluidwise FinancialSIC Code 62,628NAICS Code 52,523Show more

Fluidwise Financial Org Chart

PhoneEmail
BS
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Regional Sales Manager

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fluidwise Financial

<$5M
1-10
Private
-
-
BS
Brant SwindleRegional Sales Manager
<$5M
11-50
Private
-
1984
PD
Patricia DolanDirector, Marketing
<$5M
1-10
Private
-
2012
DN
Dale NounDirector, Client Relations
<$5M
1-10
Private
-
2019
JN
Jennifer NavinPortfolio Administrator
<$5M
1-10
Private
-
-
SS
Steve SwansonFinancial Advisor
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fluidwise Financial Tech Stack

A closer look at the technologies used by Fluidwise Financial

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Frequently Asked Questions Regarding Fluidwise Financial

What is Fluidwise Financial's official website?
Fluidwise Financial's official website is www.fluidwise.org
What is Fluidwise Financial's Revenue?
Fluidwise Financial's revenue is <$5 Million
What is Fluidwise Financial's SIC code?
Fluidwise Financial's SIC: 62,628
What is Fluidwise Financial's NAICS code?
Fluidwise Financial's NAICS: 52,523
How many employees does Fluidwise Financial have?
Fluidwise Financial has 1-10 employees
What industry does Fluidwise Financial belong to?
Fluidwise Financial is in the industry of: Finance, Insurance, Securities Trading
What is Fluidwise Financial competition?
Fluidwise Financial top competitors include: BostonPremier Wealth, Bickling Financial Services, Briody Maher Wealth, Income for Life
What technology does Fluidwise Financial use?
Some of the popular technologies that Fluidwise Financial uses are: Sentry, WixStores, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Fluidwise Financial?
Fluidwise Financial contact info: Phone number: (904) 880-3880 Website: www.fluidwise.org
What does Fluidwise Financial do?

Fluidwise Financial is dedicated to helping clients plan for a secure financial future through a variety of services including retirement savings strategies, insurance coverage, debt relief programs, and health matching accounts. Established in 2013, the company prioritizes client satisfaction by providing personalized solutions and expert guidance... tailored to individual and business needs. Their approach emphasizes simplicity and transparency, ensuring clients understand their options and can make informed decisions. Fluidwise Financial aims to alleviate financial burdens and empower clients to achieve their financial goals.Read More

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

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