LongView Financial Services

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

4304 220th Trl Ste 5, Amana, Iowa, 52203...

Phone Number

(319) 622-3774

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About LongView Financial Services

LongView Financial Services is dedicated to helping clients achieve their financial goals through personalized financial planning and long-term relationships with their advisors. The firm takes an individualized approach to understand each client's unique experiences and financial objectives, particularly as they navigate life transitions and retirement planning. They offer a range of services including financial education resources, tools, and newsletters to assist clients in managing their finances effectively. Located in the Amana Colonies, Iowa, LongView Financial serves clients across multiple states, providing comprehensive financial solutions tailored to their needs.Explore more
Popular SearchesLongView Financial Services IncBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

LongView Financial Services Org Chart

PhoneEmail
LM
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Owner, Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LongView Financial Servic...

<$5M
11-50
Private
-
-
LM
Lisa McGrathOwner, Financial Advisor
<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
2011
JP
Joie PaciniOffice Manager
<$5M
1-10
Private
-
-
JB
Jessica BalamClient Relationship Manager
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2014
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LongView Financial Services Tech Stack

A closer look at the technologies used by LongView Financial Services

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Frequently Asked Questions Regarding LongView Financial Services

What is LongView Financial Services's official website?
LongView Financial Services's official website is www.longview-fs.com
What is LongView Financial Services's Revenue?
LongView Financial Services's revenue is <$5 Million
What is LongView Financial Services's SIC code?
LongView Financial Services's SIC: 62,628
What is LongView Financial Services's NAICS code?
LongView Financial Services's NAICS: 52,523
How many employees does LongView Financial Services have?
LongView Financial Services has 11-50 employees
What industry does LongView Financial Services belong to?
LongView Financial Services is in the industry of: Finance, Securities Trading
What is LongView Financial Services competition?
LongView Financial Services top competitors include: LP Financials, Fee-Only Financial Advisors, Burrows Capital, KMR Wealth Advisory
What technology does LongView Financial Services use?
Some of the popular technologies that LongView Financial Services uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Microsoft 365
How do I contact LongView Financial Services?
LongView Financial Services contact info: Phone number: (319) 622-3774 Website: www.longview-fs.com
What does LongView Financial Services do?

LongView Financial Services is dedicated to helping clients achieve their financial goals through personalized financial planning and long-term relationships with their advisors. The firm takes an individualized approach to understand each client's unique experiences and financial objectives, particularly as they navigate life transitions and retir... ement planning. They offer a range of services including financial education resources, tools, and newsletters to assist clients in managing their finances effectively. Located in the Amana Colonies, Iowa, LongView Financial serves clients across multiple states, providing comprehensive financial solutions tailored to their needs.Read More

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

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