KEI Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

PO Box 77098, Corona, California, 92877,...

Phone Number

(951) 734-1151

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About KEI Financial

KEI Financial provides personalized financial services tailored to individual needs, focusing on retirement planning, investment strategies, estate management, insurance, and tax advice. They cater to a diverse clientele, including public school employees, government employees, and businesses, emphasizing the importance of financial education and goal-setting. The company prioritizes building long-term relationships through open communication and a commitment to helping clients achieve their financial goals. KEI Financial offers complimentary introductory calls to assess clients' unique financial situations and develop customized strategies.Explore more
KEI Financial's Social MediaPopular SearchesKEI FinancialSIC Code 62,628NAICS Code 52,523Show more

KEI Financial Org Chart

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Registered Sales Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KEI Financial

<$5M
1-10
Private
-
-
JD
Jon DearbornRegistered Sales Assistant
$6.5M
1-10
Private
-
1990
<$5M
1-10
Private
-
1990
HW
Howard WacksManaging Partner
<$5M
1-10
Private
-
1996
BN
Brian NethercuttFinancial Advisor
<$5M
1-10
Private
-
-
SW
Stuart WeierCertified Financial Tm Planner & Professional
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
RB
Ryan BoudreauFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

KEI Financial Tech Stack

A closer look at the technologies used by KEI Financial

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Frequently Asked Questions Regarding KEI Financial

What is KEI Financial's official website?
KEI Financial's official website is www.keifinancial.com
What is KEI Financial's Revenue?
KEI Financial's revenue is <$5 Million
What is KEI Financial's SIC code?
KEI Financial's SIC: 62,628
What is KEI Financial's NAICS code?
KEI Financial's NAICS: 52,523
How many employees does KEI Financial have?
KEI Financial has 1-10 employees
What industry does KEI Financial belong to?
KEI Financial is in the industry of: Finance, Insurance, Securities Trading
What is KEI Financial competition?
KEI Financial top competitors include: Weier Financial, Boudreau Financial Group, Physician Financial Services, JBE Financial
What technology does KEI Financial use?
Some of the popular technologies that KEI Financial uses are: Cloudflare Website Optimization, Smarsh, Neustar UltraDNS, Google Tag Manager
How do I contact KEI Financial?
KEI Financial contact info: Phone number: (951) 734-1151 Website: www.keifinancial.com
What does KEI Financial do?

KEI Financial provides personalized financial services tailored to individual needs, focusing on retirement planning, investment strategies, estate management, insurance, and tax advice. They cater to a diverse clientele, including public school employees, government employees, and businesses, emphasizing the importance of financial education and g... oal-setting. The company prioritizes building long-term relationships through open communication and a commitment to helping clients achieve their financial goals. KEI Financial offers complimentary introductory calls to assess clients' unique financial situations and develop customized strategies.Read More

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

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