Home Wealth Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1651 E Main St Ste 207, El Cajon, Califo...

Phone Number

(619) 434-0011

Revenue

<$5 Million

Industry

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

About Home Wealth Financial

Home Wealth Financial, founded by John Mendoza, is dedicated to simplifying wealth management for clients in El Cajon, California. The company offers a range of services including Medicare, health insurance, and financial planning, focusing on education and personalized strategies. Their mission is to empower clients by providing comprehensive analyses and strategic plans to secure their financial future. Home Wealth Financial aims to assist individuals in achieving their financial goals, whether it's buying a home, saving for education, or planning for retirement.Explore more
Home Wealth Financial's Social MediaPopular SearchesHome Wealth FinancialHomeWealth Financial IncHome Wealth Financial & InsuranceHome Wealth Financial & Insurance ServicesHomewealth FinancialSIC Code 62,628NAICS Code 52,523Show more

Home Wealth Financial Org Chart

PhoneEmail
SH
United States flag for contact location.

Assistant To John Mendoza

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Home Wealth Financial

<$5M
1-10
Private
-
2006
SH
Sara HipwellAssistant To John Mendoza
<$5M
11-50
Private
-
2010
JS
Jared SteinChief of Staff
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2018
Micheline Dagher, President & Financial Advisor at Dagher Financial
Micheline DagherPresident & Financial Advisor
<$5M
1-10
Private
-
1989
DD
Dennis DrakeLicensed Insurance Agent & Retirement Planning Specialist & Managing Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Home Wealth Financial Tech Stack

A closer look at the technologies used by Home Wealth Financial

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Frequently Asked Questions Regarding Home Wealth Financial

What is Home Wealth Financial's official website?
Home Wealth Financial's official website is www.homewealthfinancial.com
What is Home Wealth Financial's Revenue?
Home Wealth Financial's revenue is <$5 Million
What is Home Wealth Financial's SIC code?
Home Wealth Financial's SIC: 62,628
What is Home Wealth Financial's NAICS code?
Home Wealth Financial's NAICS: 52,523
How many employees does Home Wealth Financial have?
Home Wealth Financial has 1-10 employees
What industry does Home Wealth Financial belong to?
Home Wealth Financial is in the industry of: Finance, Insurance, Securities Trading
What is Home Wealth Financial competition?
Home Wealth Financial top competitors include: Broadridge Financial Solutions, Charter Financial Group, Strategy Financial Group, SMART Tax Free Retirement
What technology does Home Wealth Financial use?
Some of the popular technologies that Home Wealth Financial uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Home Wealth Financial?
Home Wealth Financial contact info: Phone number: (619) 434-0011 Website: www.homewealthfinancial.com
What does Home Wealth Financial do?

Home Wealth Financial, founded by John Mendoza, is dedicated to simplifying wealth management for clients in El Cajon, California. The company offers a range of services including Medicare, health insurance, and financial planning, focusing on education and personalized strategies. Their mission is to empower clients by providing comprehensive anal... yses and strategic plans to secure their financial future. Home Wealth Financial aims to assist individuals in achieving their financial goals, whether it's buying a home, saving for education, or planning for retirement.Read More

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

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