High Note Financial

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

418 W Main 01224 St, Battle Ground, Wash...

Phone Number

(360) 524-3374

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About High Note Financial

High Note Financial specializes in comprehensive financial planning and investment management for retirees, late career professionals, young professionals, and small businesses. They provide personalized retirement income strategies, wealth preservation, and investment optimization, while also offering services like tax planning and estate planning. The firm emphasizes building lasting relationships with clients through unbiased advice and education. Their goal is to empower clients to make informed financial decisions and achieve their financial goals.Explore more
High Note Financial's Social MediaPopular SearchesHigh Note FinancialHigh Note Financial LLCSIC Code 62,628NAICS Code 52,523Show more

High Note Financial Org Chart

PhoneEmail
JB
United States flag for contact location.

Lead Advisor and Investment Manager

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PhoneEmail
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High Note Financial

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2022
JB
Jay BoekelooLead Advisor and Investment Manager
$11.6M
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Kyle Gearhart, President & Chief Investment Officer at Gearhart & Associates
Kyle GearhartPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

High Note Financial Tech Stack

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Frequently Asked Questions Regarding High Note Financial

What is High Note Financial's official website?
High Note Financial's official website is www.highnotefinancial.com
What is High Note Financial's Revenue?
High Note Financial's revenue is <$5 Million
What is High Note Financial's SIC code?
High Note Financial's SIC: 62,628
What is High Note Financial's NAICS code?
High Note Financial's NAICS: 52,523
How many employees does High Note Financial have?
High Note Financial has 1-10 employees
What industry does High Note Financial belong to?
High Note Financial is in the industry of: Finance, Securities Trading
What is High Note Financial competition?
High Note Financial top competitors include: Nevly, Sound Advice Financial Planning, Gearhart & Associates, Prince Financial Services
What technology does High Note Financial use?
Some of the popular technologies that High Note Financial uses are: YouTube, Google Tag Manager, Font Awesome, Calendly
How do I contact High Note Financial?
High Note Financial contact info: Phone number: (360) 524-3374 Website: www.highnotefinancial.com
What does High Note Financial do?

High Note Financial specializes in comprehensive financial planning and investment management for retirees, late career professionals, young professionals, and small businesses. They provide personalized retirement income strategies, wealth preservation, and investment optimization, while also offering services like tax planning and estate planning... . The firm emphasizes building lasting relationships with clients through unbiased advice and education. Their goal is to empower clients to make informed financial decisions and achieve their financial goals.Read More

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

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