Haviland & Sams

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

30 Stanford Dr Ste 2, Farmington, Connec...

Phone Number

(860) 678-1414

Revenue

<$5 Million

Industry

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

About Haviland & Sams

Haviland & Sams is an independent financial planning and advisory firm based in Farmington, CT, focused on the preservation, protection, and growth of clients' wealth. They offer comprehensive financial planning and management services tailored to individuals and families, emphasizing a proactive approach and customized solutions. As a Registered Investment Advisor, they do not sell investment or insurance products and are committed to providing objective advice without third-party influences. Their mission is to prioritize clients' financial planning needs through a dedicated and independent service model.Explore more
Haviland & Sams's Social MediaPopular SearchesHaviland & Sams LLCHaviland & SamsHaveland Financial LLCHaviland Group LLCHaviland Sams LLCSIC Code 62,628NAICS Code 52,523Show more

Haviland & Sams Org Chart

PhoneEmail
LM
United States flag for contact location.

Office Manager

PhoneEmail
KL
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Office Manager

PhoneEmail
DM
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Haviland & Sams

<$5M
1-10
Private
-
2003
LM
Lisa MoultonOffice Manager
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Haviland & Sams is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Haviland & Sams Tech Stack

A closer look at the technologies used by Haviland & Sams

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Frequently Asked Questions Regarding Haviland & Sams

What is Haviland & Sams's official website?
Haviland & Sams's official website is www.havilandsams.com
What is Haviland & Sams's Revenue?
Haviland & Sams's revenue is <$5 Million
What is Haviland & Sams's SIC code?
Haviland & Sams's SIC: 62,628
What is Haviland & Sams's NAICS code?
Haviland & Sams's NAICS: 52,523
How many employees does Haviland & Sams have?
Haviland & Sams has 1-10 employees
What industry does Haviland & Sams belong to?
Haviland & Sams is in the industry of: Finance, Securities Trading
What is Haviland & Sams competition?
Haviland & Sams top competitors include: Sherwood Investment Services, Alliance Wealth Advisors, Wealth Advisory Services, Seren Wealth Advisors
What technology does Haviland & Sams use?
Some of the popular technologies that Haviland & Sams uses are: WordPress.org, reCAPTCHA, PHP, Microsoft 365
How do I contact Haviland & Sams?
Haviland & Sams contact info: Phone number: (860) 678-1414 Website: www.havilandsams.com
What does Haviland & Sams do?

Haviland & Sams is an independent financial planning and advisory firm based in Farmington, CT, focused on the preservation, protection, and growth of clients' wealth. They offer comprehensive financial planning and management services tailored to individuals and families, emphasizing a proactive approach and customized solutions. As a Registered I... nvestment Advisor, they do not sell investment or insurance products and are committed to providing objective advice without third-party influences. Their mission is to prioritize clients' financial planning needs through a dedicated and independent service model.Read More

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

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