Guide Star Financial

Finance · Montana, United States · 1-10 Employees

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Overview

Headquarters

21 3rd St N Ste 5C, Great Falls, Montana...

Phone Number

(406) 952-1054

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Guide Star Financial

Guide Star Financial is a local, independent financial planning firm dedicated to empowering clients to make informed decisions regarding their wealth. They offer customized financial planning services, including investment strategies and estate planning, tailored to meet the needs of individuals, rural farmers, ranchers, and small business owners. The firm emphasizes understanding clients' goals and providing diligent research to help manage and grow their wealth effectively. Founded by Jay Stenzel, the company combines his extensive experience in wealth management with a commitment to enhancing the lives of their clients.Explore more
Popular SearchesGuide Star Financial IncGuidestar Financial IncStenzel Wealth Management IncGuide Star FinancialSIC Code 62,628NAICS Code 52,523Show more

Guide Star Financial Org Chart

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BJ
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guide Star Financial

<$5M
1-10
Private
-
2015
BJ
Brianna JohnsonOffice Manager
<$5M
1-10
Private
-
2004
LH
Lorraine HanniganOperating Partner
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
-
MA
Mark AgreFinancial Advisor
<$5M
1-10
Private
-
2000
MG
Mark GubernikPresident & Financial Planner
<$5M
1-10
Private
-
-
MO
Michael OberdorfWealth Advisor
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Guide Star Financial Tech Stack

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Frequently Asked Questions Regarding Guide Star Financial

What is Guide Star Financial's official website?
Guide Star Financial's official website is www.guidestarplan.com
What is Guide Star Financial's Revenue?
Guide Star Financial's revenue is <$5 Million
What is Guide Star Financial's SIC code?
Guide Star Financial's SIC: 62,628
What is Guide Star Financial's NAICS code?
Guide Star Financial's NAICS: 52,523
How many employees does Guide Star Financial have?
Guide Star Financial has 1-10 employees
What industry does Guide Star Financial belong to?
Guide Star Financial is in the industry of: Finance, Securities Trading
What is Guide Star Financial competition?
Guide Star Financial top competitors include: Namack Portfolio Investment Professionals, MG Advisory Group, Patton Wealth Management, Triad Wealth Advisors
What technology does Guide Star Financial use?
Some of the popular technologies that Guide Star Financial uses are: goo.gl, DocuSign, WordPress.org, PHP
How do I contact Guide Star Financial?
Guide Star Financial contact info: Phone number: (406) 952-1054 Website: www.guidestarplan.com
What does Guide Star Financial do?

Guide Star Financial is a local, independent financial planning firm dedicated to empowering clients to make informed decisions regarding their wealth. They offer customized financial planning services, including investment strategies and estate planning, tailored to meet the needs of individuals, rural farmers, ranchers, and small business owners.... The firm emphasizes understanding clients' goals and providing diligent research to help manage and grow their wealth effectively. Founded by Jay Stenzel, the company combines his extensive experience in wealth management with a commitment to enhancing the lives of their clients.Read More

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

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