Goldfinch Financial

Finance · New Hampshire, United States · 11-50 Employees

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Overview

Headquarters

21 College Rd, Manchester, New Hampshire...

Phone Number

(978) 834-1263

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Goldfinch Financial

Goldfinch Financial offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax services. The company aims to assist clients in navigating their financial journeys and avoiding common pitfalls in investing. Their services are tailored for individuals seeking comprehensive financial advice and support. Goldfinch Financial operates in multiple states and is affiliated with LPL Financial, ensuring a broad reach and professional expertise.Explore more
Goldfinch Financial's Social MediaPopular SearchesGoldfinch FinancialGoldfinch Financial Incgoldfinchfinancial com IncGoldfinch Financial GroupC/ Goldfinch FinancialSIC Code 62,628NAICS Code 52,523Show more

Goldfinch Financial Org Chart

PhoneEmail
EB
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Associate

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Client Services Associate

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FL
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Administrative Assistant

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RT
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Financial Advisor

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DA
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Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Goldfinch Financial

$5.2M
11-50
Private
<$5M
2014
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
1-10
Private
-
2003
CP
Chris PfeifferRegistered Sales Assistant
<$5M
1-10
Private
-
1932
KF
Kimberly FenskeDirector, Client Services
<$5M
1-10
Private
-
2014
ET
Ema TadaDirector
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
11-50
Private
-
2017
JG
Jason GoldsteinFinancial Strategies Co-Founder & Managing Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Goldfinch Financial financials insights

Gather financial insights about Goldfinch Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$42K

See All Goldfinch Financial's Financials Insights

Goldfinch Financial Tech Stack

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Frequently Asked Questions Regarding Goldfinch Financial

What is Goldfinch Financial's official website?
Goldfinch Financial's official website is www.goldfinchfinancial.com
What is Goldfinch Financial's Revenue?
Goldfinch Financial's revenue is $5.2 Million
What is Goldfinch Financial's SIC code?
Goldfinch Financial's SIC: 62,628
What is Goldfinch Financial's NAICS code?
Goldfinch Financial's NAICS: 52,523
How many employees does Goldfinch Financial have?
Goldfinch Financial has 11-50 employees
What industry does Goldfinch Financial belong to?
Goldfinch Financial is in the industry of: Finance, Securities Trading
What is Goldfinch Financial competition?
Goldfinch Financial top competitors include: Capital Financial Benefit Solutions, Harlan Miller & Associates, Moran-Havansek Financial Group, Independence Financial
What technology does Goldfinch Financial use?
Some of the popular technologies that Goldfinch Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Goldfinch Financial?
Goldfinch Financial contact info: Phone number: (978) 834-1263 Website: www.goldfinchfinancial.com
What does Goldfinch Financial do?

Goldfinch Financial offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax services. The company aims to assist clients in navigating their financial journeys and avoiding common pitfalls in investing. Their services are tailored for individuals seeking comprehensive financial... advice and support. Goldfinch Financial operates in multiple states and is affiliated with LPL Financial, ensuring a broad reach and professional expertise.Read More

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

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