Jacques Bolivar

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1248 Solano Ave, Albany, California, 947...

Phone Number

(510) 704-9500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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1
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About Jacques Bolivar

Jacques Bolivar, CFP® offers comprehensive financial planning services, including retirement planning, investing, tax strategies, insurance, and estate planning. The firm aims to help individuals and families achieve their financial goals and maintain a balanced lifestyle through tailored financial solutions. Their target clients include those seeking to build, preserve, and manage wealth while navigating life's transitions. Trust and personal relationships are emphasized as key components of their service approach.Explore more
Jacques Bolivar's Social MediaPopular SearchesJacques BolivarPharaoh Financial Group IncJacques Bolivar, CFPJacques Bolivar CfpJacquesbolivar ComSIC Code 62,628NAICS Code 52,523Show more

Jacques Bolivar Org Chart

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Executive Assistant

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Executive Assistant

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Financial Planning Assistant

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Compare insights from companies similar to Jacques Bolivar, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jacques Bolivar

<$5M
1-10
Private
-
2000
AD
Annalese DominguezExecutive Assistant
<$5M
1-10
Private
-
1995
MR
Maggie RussoDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
ST
Scott ThompsonCertified Financial Planner & Owner
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
<$5M
1-10
Private
-
1992
DP
Debra PrattManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Jacques Bolivar is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Jacques Bolivar Tech Stack

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Frequently Asked Questions Regarding Jacques Bolivar

What is Jacques Bolivar's official website?
Jacques Bolivar's official website is www.jacquesbolivar.com
What is Jacques Bolivar's Revenue?
Jacques Bolivar's revenue is <$5 Million
What is Jacques Bolivar's SIC code?
Jacques Bolivar's SIC: 62,628
What is Jacques Bolivar's NAICS code?
Jacques Bolivar's NAICS: 52,523
How many employees does Jacques Bolivar have?
Jacques Bolivar has 1-10 employees
What industry does Jacques Bolivar belong to?
Jacques Bolivar is in the industry of: Finance, Securities Trading
What is Jacques Bolivar competition?
Jacques Bolivar top competitors include: Hoosier Heartland Wealth Management, Strategic Financial Management, Clipper Wealth Management, Mayer Private Wealth Management
What technology does Jacques Bolivar use?
Some of the popular technologies that Jacques Bolivar uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Jacques Bolivar?
Jacques Bolivar contact info: Phone number: (510) 704-9500 Website: www.jacquesbolivar.com
What does Jacques Bolivar do?

Jacques Bolivar, CFP® offers comprehensive financial planning services, including retirement planning, investing, tax strategies, insurance, and estate planning. The firm aims to help individuals and families achieve their financial goals and maintain a balanced lifestyle through tailored financial solutions. Their target clients include those seek... ing to build, preserve, and manage wealth while navigating life's transitions. Trust and personal relationships are emphasized as key components of their service approach.Read More

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

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