Grand Financial Advisors

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

130 S Bemiston Ave Ste 508, Clayton, Mis...

Phone Number

(314) 449-6500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Grand Financial Advisors

Grand Financial Advisors provides financial services to individuals and families in the greater St. Louis area and nationwide, focusing on cash flow, income tax, and financial planning. Their services include comprehensive cash flow planning, income tax planning, and ongoing financial planning to adapt to clients' evolving financial situations. By analyzing income and expenditures, they identify opportunities for savings and tax efficiency, ultimately aiming to create lasting wealth for their clients. The firm emphasizes a holistic approach to financial management, ensuring that clients' financial plans are continuously updated to reflect their current realities.Explore more
Popular SearchesGrand Financial AdvisorsGrand Financial Advisors IncGrandfinancialadvisors ComSIC Code 62,628NAICS Code 52,523Show more

Grand Financial Advisors Org Chart

PhoneEmail
TS
United States flag for contact location.

Accredited Asset Management Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Grand Financial Advisors

<$5M
1-10
Private
-
2013
TS
Terry SchwartzAccredited Asset Management Specialist
$12.6M
11-50
Private
-
2010
CW
Cindy WardDirector, Compliance
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2015
TT
Tanya TiptonOffice Manager
<$5M
1-10
Private
-
2005
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Grand Financial Advisors Tech Stack

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Frequently Asked Questions Regarding Grand Financial Advisors

What is Grand Financial Advisors's official website?
Grand Financial Advisors's official website is www.grandfinancialadvisors.com
What is Grand Financial Advisors's Revenue?
Grand Financial Advisors's revenue is <$5 Million
What is Grand Financial Advisors's SIC code?
Grand Financial Advisors's SIC: 62,628
What is Grand Financial Advisors's NAICS code?
Grand Financial Advisors's NAICS: 52,523
How many employees does Grand Financial Advisors have?
Grand Financial Advisors has 1-10 employees
What industry does Grand Financial Advisors belong to?
Grand Financial Advisors is in the industry of: Finance, Securities Trading
What is Grand Financial Advisors competition?
Grand Financial Advisors top competitors include: EagleStaff Financial Group, Athlon Wealth Advisors, Sterling Total Wealth Solutions, Waterford Advisors
What technology does Grand Financial Advisors use?
Some of the popular technologies that Grand Financial Advisors uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Grand Financial Advisors?
Grand Financial Advisors contact info: Phone number: (314) 449-6500 Website: www.grandfinancialadvisors.com
What does Grand Financial Advisors do?

Grand Financial Advisors provides financial services to individuals and families in the greater St. Louis area and nationwide, focusing on cash flow, income tax, and financial planning. Their services include comprehensive cash flow planning, income tax planning, and ongoing financial planning to adapt to clients' evolving financial situations. By... analyzing income and expenditures, they identify opportunities for savings and tax efficiency, ultimately aiming to create lasting wealth for their clients. The firm emphasizes a holistic approach to financial management, ensuring that clients' financial plans are continuously updated to reflect their current realities.Read More

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

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