Insley Financial

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

5362 Malibu Ct, Cape Coral, Florida, 339...

Phone Number

(800) 830-5107

Revenue

<$5 Million

Industry

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

Insley Mitch Financial is an independent financial services group specializing in retirement solutions, including 401K rollovers, pensions, insurance, and wealth management. They focus on building long-term relationships with clients, providing personalized financial planning and advice tailored to individual needs. With a high client retention rate and a commitment to fiduciary standards, they aim to help clients achieve financial security and success. Their services are designed for individuals seeking to maximize their retirement income and navigate the complexities of financial planning.Explore more
Popular SearchesInsley FinancialSIC Code 62,628NAICS Code 52,523Show more

Insley Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Insley Financial

<$5M
11-50
Private
-
-
FP
Frances PerrinClient Relationship Specialist
<$5M
1-10
Private
-
1991
CS
Charlotte StellwagenCertified Divorce Financial Analyst
<$5M
1-10
Private
-
2008
Maxine Swann, Founder & Chief Executive Officer at Win Wealth Solutions
Maxine SwannFounder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Insley Financial Tech Stack

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Frequently Asked Questions Regarding Insley Financial

What is Insley Financial's official website?
Insley Financial's official website is www.insleyfinancial.com
What is Insley Financial's Revenue?
Insley Financial's revenue is <$5 Million
What is Insley Financial's SIC code?
Insley Financial's SIC: 62,628
What is Insley Financial's NAICS code?
Insley Financial's NAICS: 52,523
How many employees does Insley Financial have?
Insley Financial has 11-50 employees
What industry does Insley Financial belong to?
Insley Financial is in the industry of: Finance, Securities Trading
What is Insley Financial competition?
Insley Financial top competitors include: T A Wealth Management, Win Wealth Solutions, John Lian, East West Financial Group
What technology does Insley Financial use?
Some of the popular technologies that Insley Financial uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Google Tag Manager
How do I contact Insley Financial?
Insley Financial contact info: Phone number: (800) 830-5107 Website: www.insleyfinancial.com
What does Insley Financial do?

Insley Mitch Financial is an independent financial services group specializing in retirement solutions, including 401K rollovers, pensions, insurance, and wealth management. They focus on building long-term relationships with clients, providing personalized financial planning and advice tailored to individual needs. With a high client retention rat... e and a commitment to fiduciary standards, they aim to help clients achieve financial security and success. Their services are designed for individuals seeking to maximize their retirement income and navigate the complexities of financial planning.Read More

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

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