LaCross Financial Advisors

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

537 Massachusetts Ave Ste 201, Acton, Ma...

Phone Number

(978) 289-4150

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1
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About LaCross Financial Advisors

LaCross Financial Advisors, based in Boston, MA, specializes in private wealth services, tax planning, financial planning, personal accounting, and estate management. The firm caters to affluent individuals, business owners, entrepreneurs, and nonprofits, providing personalized attention and expertise in financial management. With over 45 years of combined experience, the team focuses on delivering integrated, tax-aware financial plans that align with clients' life goals. LaCross Financial aims to simplify financial decision-making, helping clients achieve financial freedom and confidence.Explore more
LaCross Financial Advisors's Social MediaPopular SearchesLaCross Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

LaCross Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LaCross Financial Advisor...

<$5M
1-10
Private
-
2016
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1990
KM
Kathryn MorleyOperations Associate
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LaCross Financial Advisors Tech Stack

A closer look at the technologies used by LaCross Financial Advisors

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Frequently Asked Questions Regarding LaCross Financial Advisors

What is LaCross Financial Advisors's official website?
LaCross Financial Advisors's official website is www.lacrossfinancialadvisors.com
What is LaCross Financial Advisors's Revenue?
LaCross Financial Advisors's revenue is <$5 Million
What is LaCross Financial Advisors's SIC code?
LaCross Financial Advisors's SIC: 62,628
What is LaCross Financial Advisors's NAICS code?
LaCross Financial Advisors's NAICS: 52,523
How many employees does LaCross Financial Advisors have?
LaCross Financial Advisors has 1-10 employees
What industry does LaCross Financial Advisors belong to?
LaCross Financial Advisors is in the industry of: Finance, Securities Trading
What is LaCross Financial Advisors competition?
LaCross Financial Advisors top competitors include: Fountainhead Wealth, Radnor Financial Advisors, FCA Corp, Court Place Advisors
What technology does LaCross Financial Advisors use?
Some of the popular technologies that LaCross Financial Advisors uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact LaCross Financial Advisors?
LaCross Financial Advisors contact info: Phone number: (978) 289-4150 Website: www.lacrossfinancialadvisors.com
What does LaCross Financial Advisors do?

LaCross Financial Advisors, based in Boston, MA, specializes in private wealth services, tax planning, financial planning, personal accounting, and estate management. The firm caters to affluent individuals, business owners, entrepreneurs, and nonprofits, providing personalized attention and expertise in financial management. With over 45 years of... combined experience, the team focuses on delivering integrated, tax-aware financial plans that align with clients' life goals. LaCross Financial aims to simplify financial decision-making, helping clients achieve financial freedom and confidence.Read More

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

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