James Financial Partners
Finance · Missouri, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
909 E Republic Rd Ste 200, Springfield, ...Phone Number
(417) 829-2257Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About James Financial Partners
James Financial Partners is a locally owned financial planning firm based in Springfield, MO, offering a range of services including retirement planning, estate planning, life insurance, and portfolio management. The firm is dedicated to providing personalized financial solutions tailored to the unique needs of individuals and families, ensuring transparency and respect in all client interactions. Their team of experienced professionals aims to be a trusted advisor, helping clients navigate their financial journeys with confidence. They serve clients throughout Missouri, including areas such as Ozark, Nixa, and Branson.Explore more
James Financial Partners Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is James Financial Partners your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if James Financial Partners is spiking on competitors!
Website visits: Recent activity has been detected on your website
Check if James Financial Partners has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when James Financial Partners launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at James Financial Partners
James Financial Partners, which may be a good buyer, showed buying intent in Masked Content Topic
Funding: Get notified immidiatlly once James Financial Partners has new funding data
Click to see if James Financial Partners had a recent Job posting/layoffs
Earning: See what the market has to say on James Financial Partners recently announced quarterly report
Recommended Actions
Find VP level buyers at James Financial Partners
Find 3 more new buyers
Compare Similar Companies to James Financial Partners
Compare insights from companies similar to James Financial Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
James Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
James Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about James Financial Partners.
James Financial Partners financials insights
Gather financial insights about James Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$18K
2024
Debt
$350K
James Financial Partners Tech Stack
A closer look at the technologies used by James Financial Partners
Most Recent Scoops
Hiring Plans
James Financial Partners is hiring in Finance for the first time in 12 months.
Hiring Plans
Funding
reportedly secured $350,000 in Debt funding in Q3 2024. The financing was provided by OakStar Bank.
Funding, Financing & Debt
Funding
James Financial Partners has received an SBA PPP loan in the amount of $18,700 from Legacy Bank & Trust Company resulting in the retention of 4 jobs.
Funding
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding James Financial Partners
Sign Up For FreeTo access detailed company insights
James Financial Partners is a locally owned financial planning firm based in Springfield, MO, offering a range of services including retirement planning, estate planning, life insurance, and portfolio management. The firm is dedicated to providing personalized financial solutions tailored to the unique needs of individuals and families, ensuring tr... Read More
