Keymark Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

500 Silver Spur Rd Ste 207, Rolling Hill...

Phone Number

(310) 750-6248

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Keymark Financial

Keymark Financial offers customized financial planning and investment management services tailored to meet individual client needs and budgets. They provide unlimited access to a Certified Financial Planner, ensuring clients receive comprehensive support without the pressure of hourly billing. As a fiduciary, the firm prioritizes clients' best interests, delivering high-quality service with flexible payment options. Their use of advanced technology enhances the financial planning process, making it more efficient and effective for clients.Explore more
Popular SearchesKeymark FinancialKeymarkfinancialKeymarkfinancial.netSIC Code 62,628NAICS Code 52,523Show more

Keymark Financial Org Chart

PhoneEmail
MB
United States flag for contact location.

Founder & Certified Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keymark Financial

<$5M
11-50
Private
-
2017
MB
Mark BoujikianFounder & Certified Financial Planner
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Keymark Financial Tech Stack

A closer look at the technologies used by Keymark Financial

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Frequently Asked Questions Regarding Keymark Financial

What is Keymark Financial's official website?
Keymark Financial's official website is www.keymarkfinancial.net
What is Keymark Financial's Revenue?
Keymark Financial's revenue is <$5 Million
What is Keymark Financial's SIC code?
Keymark Financial's SIC: 62,628
What is Keymark Financial's NAICS code?
Keymark Financial's NAICS: 52,523
How many employees does Keymark Financial have?
Keymark Financial has 11-50 employees
What industry does Keymark Financial belong to?
Keymark Financial is in the industry of: Finance, Securities Trading
What is Keymark Financial competition?
Keymark Financial top competitors include: Selkirk Wealth Advisors, Waterford Advisors, Vertex Capital Advisors, Court Place Advisors
What technology does Keymark Financial use?
Some of the popular technologies that Keymark Financial uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Keymark Financial?
Keymark Financial contact info: Phone number: (310) 750-6248 Website: www.keymarkfinancial.net
What does Keymark Financial do?

Keymark Financial offers customized financial planning and investment management services tailored to meet individual client needs and budgets. They provide unlimited access to a Certified Financial Planner, ensuring clients receive comprehensive support without the pressure of hourly billing. As a fiduciary, the firm prioritizes clients' best inte... rests, delivering high-quality service with flexible payment options. Their use of advanced technology enhances the financial planning process, making it more efficient and effective for clients.Read More

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

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