FocusOne Integrated Financial Planning

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

2630 Electric Rd, Roanoke, Virginia, 240...

Phone Number

(540) 767-4824

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About FocusOne Integrated Financial Planning

Building on a long tradition of financial services expertise, FocusOne is committed to strong technical knowledge and a client-centered approach to financial planning. Our team strives to be a leader in the financial services industry. Collectively, we have more than 100 years of experience, amassing a wealth of technical knowledge and resources with which to serve our clients. We know in order to achieve the best results, we need to have strong and dedicated partnerships with our clients. Creating a plan that can be successful with a fundamental and systematic approach to investing that takes advantage of both good times and bad means you will have a plan tailored to work for you. With a plan that will work only if times are good means that you don't have a plan. Proud to be partnering with MemberOne Federal Credit Union.Explore more
FocusOne Integrated Financial Planning's Social MediaPopular SearchesFocusOne Integrated Financial PlanningFocusOneIntegrated Financial Planning LLCFocus One Financial GroupFocus One Financial Group Pty LtdSIC Code 62,628NAICS Code 52,523Show more

FocusOne Integrated Financial Planning Org Chart

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Client Relationship Manager

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Client Relationship Manager

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Associate

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Research Analyst

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Financial Advisor

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Registered Paraplanner

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Summer Financial Planning Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FocusOne Integrated Finan...

<$5M
11-50
Private
-
2016
LF
Lisa FonacierClient Relationship Manager
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
2010
TH
Tony HawkinsDirector, Financial & Planner
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FocusOne Integrated Financial Planning Tech Stack

A closer look at the technologies used by FocusOne Integrated Financial Planning

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Frequently Asked Questions Regarding FocusOne Integrated Financial Planning

What is FocusOne Integrated Financial Planning's official website?
FocusOne Integrated Financial Planning's official website is www.focusonefp.com
What is FocusOne Integrated Financial Planning's Revenue?
FocusOne Integrated Financial Planning's revenue is <$5 Million
What is FocusOne Integrated Financial Planning's SIC code?
FocusOne Integrated Financial Planning's SIC: 62,628
What is FocusOne Integrated Financial Planning's NAICS code?
FocusOne Integrated Financial Planning's NAICS: 52,523
How many employees does FocusOne Integrated Financial Planning have?
FocusOne Integrated Financial Planning has 11-50 employees
What industry does FocusOne Integrated Financial Planning belong to?
FocusOne Integrated Financial Planning is in the industry of: Finance, Securities Trading
What is FocusOne Integrated Financial Planning competition?
FocusOne Integrated Financial Planning top competitors include: MBA Wealth Solutions, Concurrence Financial Planning, Majella Wealth Advisers, Sterling Advice
What technology does FocusOne Integrated Financial Planning use?
Some of the popular technologies that FocusOne Integrated Financial Planning uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact FocusOne Integrated Financial Planning?
FocusOne Integrated Financial Planning contact info: Phone number: (540) 767-4824 Website: www.focusonefp.com
What does FocusOne Integrated Financial Planning do?

Building on a long tradition of financial services expertise, FocusOne is committed to strong technical knowledge and a client-centered approach to financial planning. Our team strives to be a leader in the financial services industry. Collectively, we have more than 100 years of experience, amassing a wealth of technical knowledge and resources wi... th which to serve our clients. We know in order to achieve the best results, we need to have strong and dedicated partnerships with our clients. Creating a plan that can be successful with a fundamental and systematic approach to investing that takes advantage of both good times and bad means you will have a plan tailored to work for you. With a plan that will work only if times are good means that you don't have a plan. Proud to be partnering with MemberOne Federal Credit Union.Read More

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

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