Innovative Financial

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

3602 Atwood Ave Ste 3, Madison, Wisconsi...

Phone Number

(608) 278-9189

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Innovative Financial

Innovative Financial, Inc. is a full-service financial planning firm that provides comprehensive financial management solutions for both businesses and individuals. Their services include retirement planning, asset management, personal and educational investments, life insurance, long-term care, disability, estate distribution, and tax planning. The firm operates with a commitment to honesty and integrity, serving as a fiduciary to all clients since its establishment in 2000. They aim to assist clients in achieving their financial goals while supporting the communities in which they operate.Explore more
Popular SearchesInnovative Financial IncSIC Code 62,628NAICS Code 52,523Show more

Innovative Financial Org Chart

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DB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovative Financial

<$5M
1-10
Private
-
-
DB
Dana BellinAdministrator
$6M
11-50
Private
-
2015
N/A
<$5M
1-10
Private
-
2002
MK
Matthew KruszewskiDirector, Marketing & Licensed Agent
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Innovative Financial Tech Stack

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Frequently Asked Questions Regarding Innovative Financial

What is Innovative Financial's official website?
Innovative Financial's official website is www.innovativefinancialinc.com
What is Innovative Financial's Revenue?
Innovative Financial's revenue is <$5 Million
What is Innovative Financial's SIC code?
Innovative Financial's SIC: 62,628
What is Innovative Financial's NAICS code?
Innovative Financial's NAICS: 52,523
How many employees does Innovative Financial have?
Innovative Financial has 1-10 employees
What industry does Innovative Financial belong to?
Innovative Financial is in the industry of: Finance, Securities Trading
What is Innovative Financial competition?
Innovative Financial top competitors include: Moore Financial Strategies, Moore & Burkhardt Wealth Management, Ladin Tax & Financial Group, Capital Wealth Management
What technology does Innovative Financial use?
Some of the popular technologies that Innovative Financial uses are: Sectigo
How do I contact Innovative Financial?
Innovative Financial contact info: Phone number: (608) 278-9189 Website: www.innovativefinancialinc.com
What does Innovative Financial do?

Innovative Financial, Inc. is a full-service financial planning firm that provides comprehensive financial management solutions for both businesses and individuals. Their services include retirement planning, asset management, personal and educational investments, life insurance, long-term care, disability, estate distribution, and tax planning. Th... e firm operates with a commitment to honesty and integrity, serving as a fiduciary to all clients since its establishment in 2000. They aim to assist clients in achieving their financial goals while supporting the communities in which they operate.Read More

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

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