Kestra Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

36 New York Ave Ste 2, Huntington, New Y...

Phone Number

(631) 271-4090

Revenue

<$5 Million

Industry

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

Richard E. Zacharoff and Associates specializes in providing financial services tailored for owners of closely held businesses and professional practices. Their offerings include insurance coverage, retirement and benefit plans, estate planning, and investment strategies aimed at enhancing financial security. Since 1974, they have built strong relationships with clients, primarily through referrals and repeat business. The firm focuses on addressing the financial needs of business owners and their employees, ensuring they meet their goals and maintain their capital.Explore more
Popular SearchesKestra Financial IncRichard E Zacharoff & AssociatesRichard E Zacharoff & Associates LLCRichard ZacharoffZacharoff AssociateSIC Code 62,628NAICS Code 52,523Show more

Kestra Financial Org Chart

PhoneEmail
RZ
United States flag for contact location.

Principal

PhoneEmail
HK
United States flag for contact location.

Executive Assistant To Richard E

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kestra Financial

<$5M
1-10
Private
-
2014
$7.6M
11-50
Private
-
2018
KC
Kevin CharpentierDirector, Operations
<$5M
1-10
Private
-
2004
Luke Meekins, President at FleetStar Financial
Luke MeekinsPresident
<$5M
1-10
Private
-
1971
JB
Jamie BergquistDirector, Business
<$5M
1-10
Private
-
2014
Rolf White, President at Business and Family Advisors
Rolf WhitePresident
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kestra Financial Tech Stack

A closer look at the technologies used by Kestra Financial

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Frequently Asked Questions Regarding Kestra Financial

What is Kestra Financial's official website?
Kestra Financial's official website is www.richardzacharoff.com
What is Kestra Financial's Revenue?
Kestra Financial's revenue is <$5 Million
What is Kestra Financial's SIC code?
Kestra Financial's SIC: 62,628
What is Kestra Financial's NAICS code?
Kestra Financial's NAICS: 52,523
How many employees does Kestra Financial have?
Kestra Financial has 1-10 employees
What industry does Kestra Financial belong to?
Kestra Financial is in the industry of: Finance, Insurance, Securities Trading
What is Kestra Financial competition?
Kestra Financial top competitors include: MassMutual, FleetStar Financial, Lighthouse Wealth Partners, Summit Group
What technology does Kestra Financial use?
Some of the popular technologies that Kestra Financial uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Kestra Financial?
Kestra Financial contact info: Phone number: (631) 271-4090 Website: www.richardzacharoff.com
What does Kestra Financial do?

Richard E. Zacharoff and Associates specializes in providing financial services tailored for owners of closely held businesses and professional practices. Their offerings include insurance coverage, retirement and benefit plans, estate planning, and investment strategies aimed at enhancing financial security. Since 1974, they have built strong rela... tionships with clients, primarily through referrals and repeat business. The firm focuses on addressing the financial needs of business owners and their employees, ensuring they meet their goals and maintain their capital.Read More

Is Kestra Financial a public company?
Kestra Financial is private company therefore does not currently have an official ticker symbol
See more information about Kestra Financial

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