Holistic Financial Solutions

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5793 Widewaters Pkwy Ste 215, Syracuse, ...

Phone Number

(315) 422-0074

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Holistic Financial Solutions

Holistic Financials is currently under construction and will soon offer a range of financial services. The company aims to provide comprehensive financial solutions tailored to meet the needs of its clients. Intended clients include individuals and businesses seeking holistic financial guidance. More information will be available upon the website's launch.Explore more
Holistic Financial Solutions's Social MediaPopular SearchesHolistic Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

Holistic Financial Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holistic Financial Soluti...

<$5M
1-10
Private
-
-
ES
Emily SquairsExecutive Assistant
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2012
SD
Susan DenisonDirector, Business Development
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Holistic Financial Solutions Tech Stack

A closer look at the technologies used by Holistic Financial Solutions

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Frequently Asked Questions Regarding Holistic Financial Solutions

What is Holistic Financial Solutions's official website?
Holistic Financial Solutions's official website is www.holisticfinancials.com
What is Holistic Financial Solutions's Revenue?
Holistic Financial Solutions's revenue is <$5 Million
What is Holistic Financial Solutions's SIC code?
Holistic Financial Solutions's SIC: 62,628
What is Holistic Financial Solutions's NAICS code?
Holistic Financial Solutions's NAICS: 52,523
How many employees does Holistic Financial Solutions have?
Holistic Financial Solutions has 1-10 employees
What industry does Holistic Financial Solutions belong to?
Holistic Financial Solutions is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Holistic Financial Solutions competition?
Holistic Financial Solutions top competitors include: Full Circle Wealth Strategies, Ratcliff Financial Services, Sterling Total Wealth Solutions, Focus Financial Network
What technology does Holistic Financial Solutions use?
Some of the popular technologies that Holistic Financial Solutions uses are: Squarespace Online Stores, Google Font API, BlueHost, DNS.com
How do I contact Holistic Financial Solutions?
Holistic Financial Solutions contact info: Phone number: (315) 422-0074 Website: www.holisticfinancials.com
What does Holistic Financial Solutions do?

Holistic Financials is currently under construction and will soon offer a range of financial services. The company aims to provide comprehensive financial solutions tailored to meet the needs of its clients. Intended clients include individuals and businesses seeking holistic financial guidance. More information will be available upon the website's... launch.Read More

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

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