Lin Financial Services

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

131 Main St Ste 3, Reading, Massachusett...

Phone Number

(781) 942-4843

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1

About Lin Financial Services

Lin Financial Services specializes in personalized financial planning, retirement planning, tax planning, and estate planning. They aim to empower clients to become confident investors by understanding their unique needs and constructing tailored financial strategies. The company offers a range of services including portfolio management and ongoing support to help clients achieve their financial goals. Their target clients are individuals seeking guidance in managing their finances, particularly as they approach retirement.Explore more
Lin Financial Services's Social MediaPopular SearchesLin Financial ServicesLin FinancialLin Cliff Financial Consltntlinfinancialservices.comSIC Code 62,628NAICS Code 52,523Show more

Lin Financial Services Org Chart

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CL
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lin Financial Services

<$5M
1-10
Private
-
-
CL
Cliff LinPrincipal
$6.9M
11-50
Private
-
2010
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
-
LR
Linda RaweChief Operating Officer & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
LA
Lisa AllenAccountant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lin Financial Services Tech Stack

A closer look at the technologies used by Lin Financial Services

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Frequently Asked Questions Regarding Lin Financial Services

What is Lin Financial Services's official website?
Lin Financial Services's official website is www.linfinancialservices.com
What is Lin Financial Services's Revenue?
Lin Financial Services's revenue is <$5 Million
What is Lin Financial Services's SIC code?
Lin Financial Services's SIC: 62,628
What is Lin Financial Services's NAICS code?
Lin Financial Services's NAICS: 52,523
How many employees does Lin Financial Services have?
Lin Financial Services has 1-10 employees
What industry does Lin Financial Services belong to?
Lin Financial Services is in the industry of: Finance, Securities Trading
What is Lin Financial Services competition?
Lin Financial Services top competitors include: Collins Wealth Management & Tax Strategies, Casco Bay Wealth Advisors, Diversified Financial Consultants, Focus Financial Network
What companies has Lin Financial Services acquired?
Lin Financial Services has acquired the companies: SCF Securities, UVEST, EK Riley Investments, Fortigent
What technology does Lin Financial Services use?
Some of the popular technologies that Lin Financial Services uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Lin Financial Services?
Lin Financial Services contact info: Phone number: (781) 942-4843 Website: www.linfinancialservices.com
What does Lin Financial Services do?

Lin Financial Services specializes in personalized financial planning, retirement planning, tax planning, and estate planning. They aim to empower clients to become confident investors by understanding their unique needs and constructing tailored financial strategies. The company offers a range of services including portfolio management and ongoing... support to help clients achieve their financial goals. Their target clients are individuals seeking guidance in managing their finances, particularly as they approach retirement.Read More

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

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