Innovative Financial

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

355 S Teller St Ste 200, Lakewood, Color...

Phone Number

(303) 275-7170

Revenue

$5.7 Million

Industry

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

About Innovative Financial

Innovative Financial, LLC specializes in personalized financial planning, investment management, and business consulting services, focusing on creating unbiased recommendations tailored to clients' life goals. They serve a diverse clientele, including individuals nearing retirement, women in transition, young professionals, and business owners, helping them navigate complex financial decisions with compassion and expertise. The company emphasizes transparency in its fee structure and does not earn commissions, ensuring that their only incentive is to provide superior service. Their comprehensive approach includes analyzing clients' financial situations, developing customized strategies, and offering tools for ongoing financial management.Explore more
Innovative Financial's Social MediaPopular SearchesInnovative Financial LLCInnovative FinancialFinancial Resources Consultants IncInnovative Consulting IncInnovative Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Innovative Financial Org Chart

PhoneEmail
DJ
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Managing Director

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JM
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Administrator Extraordinnaire

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovative Financial

$5.7M
11-50
Private
-
2003
DJ
DeDe JonesManaging Director
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
2011
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

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

A closer look at the technologies used by Innovative Financial

Top Finance Companies

Frequently Asked Questions Regarding Innovative Financial

What is Innovative Financial's official website?
Innovative Financial's official website is www.innovativefinancial.com
What is Innovative Financial's Revenue?
Innovative Financial's revenue is $5.7 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 11-50 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: Radnor Financial Advisors, Fountainhead Wealth, Mosaic Financial Advisors, Poulos Advisors
What technology does Innovative Financial use?
Some of the popular technologies that Innovative Financial uses are: Drupal, Joomla, reCAPTCHA, Cloudflare CDN
How do I contact Innovative Financial?
Innovative Financial contact info: Phone number: (303) 275-7170 Website: www.innovativefinancial.com
What does Innovative Financial do?

Innovative Financial, LLC specializes in personalized financial planning, investment management, and business consulting services, focusing on creating unbiased recommendations tailored to clients' life goals. They serve a diverse clientele, including individuals nearing retirement, women in transition, young professionals, and business owners, hel... ping them navigate complex financial decisions with compassion and expertise. The company emphasizes transparency in its fee structure and does not earn commissions, ensuring that their only incentive is to provide superior service. Their comprehensive approach includes analyzing clients' financial situations, developing customized strategies, and offering tools for ongoing financial management.Read More

What are Innovative Financial social media links?
Innovative Financial Linkedin page Innovative Financial Twitter page Innovative Financial Facebook page
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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