Fusion Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

23276 S Pointe Dr Ste 111, Laguna Hills,...

Phone Number

(949) 457-2500

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Fusion Financial

Fusion Financial is a small financial boutique that specializes in providing personalized financial planning, wealth management, insurance, and real estate mortgage services. The company focuses on helping individuals and families achieve their financial goals through tailored recommendations that address each client's unique needs. By offering a one-stop solution for all financial needs, Fusion Financial aims to provide individualized attention and support to its clients. Established in 2011, it has become a trusted partner for financial success.Explore more
Popular SearchesFusion FinancialFusion Financial isSIC Code 62,628NAICS Code 52,523Show more

Fusion Financial Org Chart

PhoneEmail
TS
United States flag for contact location.

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fusion Financial

<$5M
1-10
Private
-
-
TS
Tara SpeigelTransaction Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fusion Financial Tech Stack

A closer look at the technologies used by Fusion Financial

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Frequently Asked Questions Regarding Fusion Financial

What is Fusion Financial's official website?
Fusion Financial's official website is www.ocmoneyman.com
What is Fusion Financial's Revenue?
Fusion Financial's revenue is <$5 Million
What is Fusion Financial's SIC code?
Fusion Financial's SIC: 62,628
What is Fusion Financial's NAICS code?
Fusion Financial's NAICS: 52,523
How many employees does Fusion Financial have?
Fusion Financial has 1-10 employees
What industry does Fusion Financial belong to?
Fusion Financial is in the industry of: Finance, Insurance, Securities Trading
What is Fusion Financial competition?
Fusion Financial top competitors include: Copper Canyon Wealth Management, Broadridge Financial Solutions, Norris Financial Group, Ivana Liberatore
What technology does Fusion Financial use?
Some of the popular technologies that Fusion Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, YouTube
How do I contact Fusion Financial?
Fusion Financial contact info: Phone number: (949) 457-2500 Website: www.ocmoneyman.com
What does Fusion Financial do?

Fusion Financial is a small financial boutique that specializes in providing personalized financial planning, wealth management, insurance, and real estate mortgage services. The company focuses on helping individuals and families achieve their financial goals through tailored recommendations that address each client's unique needs. By offering a o... ne-stop solution for all financial needs, Fusion Financial aims to provide individualized attention and support to its clients. Established in 2011, it has become a trusted partner for financial success.Read More

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

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