Joiner Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4944 Windplay Dr Ste 113, El Dorado Hill...

Phone Number

(916) 988-0000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Joiner Financial

Joiner Financial is a financial advisory firm that specializes in college planning, retirement planning, life insurance, and long-term care. They aim to simplify investment planning for clients by aligning financial strategies with both short-term and long-term goals. The firm caters to individuals at various stages of their financial journey, whether they are just starting or managing an established portfolio. With a focus on proper investment planning, Joiner Financial helps clients navigate the complexities of financial decision-making.Explore more
Joiner Financial's Social MediaPopular SearchesJoiner Financial LLCJoiner FinancialJoiner Financial - LLCJoinerfinancialJoinerfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Joiner Financial Org Chart

PhoneEmail
DJ
United States flag for contact location.

Founding Principal

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Joiner Financial

<$5M
1-10
Private
-
2012
DJ
David JoinerFounding Principal
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2008
SE
Stephen EvansSenior Wealth Advisor & Owner
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Joiner Financial Tech Stack

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Frequently Asked Questions Regarding Joiner Financial

What is Joiner Financial's official website?
Joiner Financial's official website is www.joinerfinancial.com
What is Joiner Financial's Revenue?
Joiner Financial's revenue is <$5 Million
What is Joiner Financial's SIC code?
Joiner Financial's SIC: 62,628
What is Joiner Financial's NAICS code?
Joiner Financial's NAICS: 52,523
How many employees does Joiner Financial have?
Joiner Financial has 1-10 employees
What industry does Joiner Financial belong to?
Joiner Financial is in the industry of: Finance, Securities Trading
What is Joiner Financial competition?
Joiner Financial top competitors include: Riordan Financial, Botkin Family Wealth Management, Sterling Total Wealth Solutions, Judy Financial Group
What technology does Joiner Financial use?
Some of the popular technologies that Joiner Financial uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Joiner Financial?
Joiner Financial contact info: Phone number: (916) 988-0000 Website: www.joinerfinancial.com
What does Joiner Financial do?

Joiner Financial is a financial advisory firm that specializes in college planning, retirement planning, life insurance, and long-term care. They aim to simplify investment planning for clients by aligning financial strategies with both short-term and long-term goals. The firm caters to individuals at various stages of their financial journey, whet... her they are just starting or managing an established portfolio. With a focus on proper investment planning, Joiner Financial helps clients navigate the complexities of financial decision-making.Read More

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

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