Focus Wealth Strategies

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

3419 Brook Crossing Dr, Brandon, Florida...

Phone Number

(813) 305-0411

Revenue

$15.6 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Focus Wealth Strategies

Focus Wealth Strategies is a financial advisory firm based in Tampa Bay that specializes in personal financial planning, investment management, and retirement planning. They cater to a diverse clientele, particularly those nearing or in retirement, and emphasize that it's never too early or too late to start planning for financial futures. The firm prides itself on having no account minimums and offers a comprehensive range of services, including insurance consulting and tax planning, with a team of advisors skilled in various financial areas. Clients value the integration of financial planning with the expertise of a practicing CPA, ensuring a holistic approach to their financial needs.Explore more
Focus Wealth Strategies's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Focus Wealth Strategies Org Chart

PhoneEmail
KP
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Focus Wealth Strategies

$15.6M
51-200
Private
-
2003
KP
Kelly PraterManager, Operations
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
51-200
Private
-
2018
LP
Lydia ParvinChief Development Officer
Illustration of an envelope

Focus Wealth Strategies Tech Stack

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Frequently Asked Questions Regarding Focus Wealth Strategies

What is Focus Wealth Strategies's official website?
Focus Wealth Strategies's official website is www.focuswealthstrategies.com
What is Focus Wealth Strategies's Revenue?
Focus Wealth Strategies's revenue is $15.6 Million
What is Focus Wealth Strategies's SIC code?
Focus Wealth Strategies's SIC: 62,628
What is Focus Wealth Strategies's NAICS code?
Focus Wealth Strategies's NAICS: 52,523
How many employees does Focus Wealth Strategies have?
Focus Wealth Strategies has 51-200 employees
What industry does Focus Wealth Strategies belong to?
Focus Wealth Strategies is in the industry of: Finance, Insurance, Securities Trading
What is Focus Wealth Strategies competition?
Focus Wealth Strategies top competitors include: Westex Investment Services, BeamaLife, Empower Financial and Insurance Services
What technology does Focus Wealth Strategies use?
Some of the popular technologies that Focus Wealth Strategies uses are: Drupal, Bullhorn, Google Universal Analytics, Google Cloud Web Serving
How do I contact Focus Wealth Strategies?
Focus Wealth Strategies contact info: Phone number: (813) 305-0411 Website: www.focuswealthstrategies.com
What does Focus Wealth Strategies do?

Focus Wealth Strategies is a financial advisory firm based in Tampa Bay that specializes in personal financial planning, investment management, and retirement planning. They cater to a diverse clientele, particularly those nearing or in retirement, and emphasize that it's never too early or too late to start planning for financial futures. The firm... prides itself on having no account minimums and offers a comprehensive range of services, including insurance consulting and tax planning, with a team of advisors skilled in various financial areas. Clients value the integration of financial planning with the expertise of a practicing CPA, ensuring a holistic approach to their financial needs.Read More

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

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