Interlock Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

10 Saugatuck Ave Ste 104, Westport, Conn...

Phone Number

(203) 635-4126

Revenue

<$5 Million

Industry

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

About Interlock Financial

Interlock Financial, located in Wilton, CT, specializes in personalized financial planning services tailored for young professionals, pre-retirees, and retirees. The firm aims to empower clients by providing transparent and forward-thinking financial solutions, helping them navigate their financial journeys with confidence. With a commitment to professionalism and extensive experience, Interlock Financial guides clients in preparing for retirement and achieving their financial goals. Their services encompass various aspects of financial planning, including investment, estate, insurance, and tax planning.Explore more
Interlock Financial's Social MediaPopular SearchesInterlock FinancialInterlockFinancialSIC Code 62,628NAICS Code 52,523Show more

Interlock Financial Org Chart

PhoneEmail
DS
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Managing Director

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PhoneEmail
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DB
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Principal Advisor

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BJ
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Financial Planning Specialist

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BS
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Financial Planning Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Interlock Financial

<$5M
1-10
Private
-
2017
DS
Donna SmithManaging Director
$7.3M
1-10
Private
-
2003
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1984
PD
Patricia DolanDirector, Marketing
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Interlock Financial Tech Stack

A closer look at the technologies used by Interlock Financial

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Frequently Asked Questions Regarding Interlock Financial

What is Interlock Financial's official website?
Interlock Financial's official website is www.interlockfinancial.com
What is Interlock Financial's Revenue?
Interlock Financial's revenue is <$5 Million
What is Interlock Financial's SIC code?
Interlock Financial's SIC: 62,628
What is Interlock Financial's NAICS code?
Interlock Financial's NAICS: 52,523
How many employees does Interlock Financial have?
Interlock Financial has 1-10 employees
What industry does Interlock Financial belong to?
Interlock Financial is in the industry of: Finance, Securities Trading
What is Interlock Financial competition?
Interlock Financial top competitors include: Charles Carroll Financial Partners, Stockade Wealth Management, Asset & Income Management, Horizons Wealth Management
What technology does Interlock Financial use?
Some of the popular technologies that Interlock Financial uses are: Bitly, Google Font API, Node.js, Microsoft 365
How do I contact Interlock Financial?
Interlock Financial contact info: Phone number: (203) 635-4126 Website: www.interlockfinancial.com
What does Interlock Financial do?

Interlock Financial, located in Wilton, CT, specializes in personalized financial planning services tailored for young professionals, pre-retirees, and retirees. The firm aims to empower clients by providing transparent and forward-thinking financial solutions, helping them navigate their financial journeys with confidence. With a commitment to pro... fessionalism and extensive experience, Interlock Financial guides clients in preparing for retirement and achieving their financial goals. Their services encompass various aspects of financial planning, including investment, estate, insurance, and tax planning.Read More

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

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