Free Financial

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

22924 Lyons Ave Ste 205, Santa Clarita, ...

Phone Number

(661) 200-5657

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Free Financial

SoCal Planners, Inc, formerly known as Free Financial, provides comprehensive financial planning services in Santa Clarita, including life insurance, investments, tax planning, and tax return preparation. The company aims to make financial advice accessible to individuals who may be overlooked by traditional financial advisors, particularly those early in their careers or with limited savings. By eliminating high fees and building trust, SoCal Planners seeks to serve clients who desire professional financial guidance. Their mission is to change the financial services landscape by welcoming clients who need help but are often shunned by conventional firms.Explore more
Free Financial's Social MediaPopular SearchesFree FinancialSIC Code 62,628NAICS Code 52,523Show more

Free Financial Org Chart

PhoneEmail
Chris Munchhof, Owner at Free Financial
United States flag for contact location.

Owner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Free Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Free Financial

Compare insights from companies similar to Free Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Free Financial

<$5M
1-10
Private
-
2012
$6.5M
11-50
Private
-
2006
Mark Vergenes, President at Mirus Financial Partners
Mark VergenesPresident
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2016
JA
Joe AbbeyAthletic Consultant
<$5M
1-10
Private
-
2017
DH
Donald HanceFounder & Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Free Financial Tech Stack

A closer look at the technologies used by Free Financial

Top Finance Companies

Frequently Asked Questions Regarding Free Financial

What is Free Financial's official website?
Free Financial's official website is www.free-financial.com
What is Free Financial's Revenue?
Free Financial's revenue is <$5 Million
What is Free Financial's SIC code?
Free Financial's SIC: 62,628
What is Free Financial's NAICS code?
Free Financial's NAICS: 52,523
How many employees does Free Financial have?
Free Financial has 1-10 employees
What industry does Free Financial belong to?
Free Financial is in the industry of: Finance, Securities Trading
What is Free Financial competition?
Free Financial top competitors include: Cates Financial Planning, LifeSighted, Radnor Financial Advisors, Mirus Financial Partners
What technology does Free Financial use?
Some of the popular technologies that Free Financial uses are: Sentry, WixStores, BookFresh, F5 BIG-IP Platform
How do I contact Free Financial?
Free Financial contact info: Phone number: (661) 200-5657 Website: www.free-financial.com
What does Free Financial do?

SoCal Planners, Inc, formerly known as Free Financial, provides comprehensive financial planning services in Santa Clarita, including life insurance, investments, tax planning, and tax return preparation. The company aims to make financial advice accessible to individuals who may be overlooked by traditional financial advisors, particularly those e... arly in their careers or with limited savings. By eliminating high fees and building trust, SoCal Planners seeks to serve clients who desire professional financial guidance. Their mission is to change the financial services landscape by welcoming clients who need help but are often shunned by conventional firms.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.