JW Financial Advisors
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5656 Wild View Way, Santa Rosa, Californ...Phone Number
(707) 538-9012Website
www.jwfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About JW Financial Advisors
JW Financial Advisors is an independent financial advisory firm based in Santa Rosa, CA, founded by John Kamola, a Certified Financial Planner. The company specializes in helping families and small business owners align their life dreams and goals with practical financial planning. They offer services such as comprehensive planning, investment management, and hourly consulting, ensuring that clients receive guidance that prioritizes their best interests. JW Financial Advisors is committed to providing ethical and competent financial advice, following a structured planning process to help clients achieve their financial objectives.Explore more
JW Financial Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
JW Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
JW Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JW Financial Advisors.
JW Financial Advisors Tech Stack
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JW Financial Advisors is an independent financial advisory firm based in Santa Rosa, CA, founded by John Kamola, a Certified Financial Planner. The company specializes in helping families and small business owners align their life dreams and goals with practical financial planning. They offer services such as comprehensive planning, investment mana... Read More
