Machuga Financial Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

330 Roberts St Ste 202, East Hartford, C...

Phone Number

(860) 610-0242

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
1
1

About Machuga Financial Services

Machuga Financial is an independent wealth management firm that serves as a fiduciary asset manager, providing insights and direction for comprehensive retirement planning tailored to individual needs and financial goals. The firm offers a full range of financial and retirement services, particularly beneficial for current retirees and those planning for their nonworking years. With over 30 years of experience, Machuga Financial focuses on creating customized strategies to help clients maximize their lifestyle during retirement while navigating market volatility and changing tax regulations. Their approach emphasizes a disciplined investment process, ensuring clients can confidently prepare for a secure financial future.Explore more
Machuga Financial Services's Social MediaPopular SearchesMachuga Financial ServicesMachuga FinancialSIC Code 62,628NAICS Code 52,523Show more

Machuga Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Machuga Financial Service...

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
1994
JR
James RoseMens Team Captain
<$5M
11-50
Private
-
2008
David Prendergast, Chief Operating Officer at Financial Strategies Retirement Partners
David PrendergastChief Operating Officer
<$5M
1-10
Private
-
1997
MS
Michelle SandbergChief Financial Officer
<$5M
1-10
Private
-
-
VP
Vicki PortincasoSenior Executive Assistant & Director, Operations
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Machuga Financial Services Tech Stack

A closer look at the technologies used by Machuga Financial Services

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Frequently Asked Questions Regarding Machuga Financial Services

What is Machuga Financial Services's official website?
Machuga Financial Services's official website is www.machugafinancial.com
What is Machuga Financial Services's Revenue?
Machuga Financial Services's revenue is <$5 Million
What is Machuga Financial Services's SIC code?
Machuga Financial Services's SIC: 62,628
What is Machuga Financial Services's NAICS code?
Machuga Financial Services's NAICS: 52,523
How many employees does Machuga Financial Services have?
Machuga Financial Services has 1-10 employees
What industry does Machuga Financial Services belong to?
Machuga Financial Services is in the industry of: Finance, Securities Trading
What is Machuga Financial Services competition?
Machuga Financial Services top competitors include: Doherty Financial Services, Sunrise Wealth Partners, Peterson Wealth Advisors, Financial Strategies Retirement Partners
What technology does Machuga Financial Services use?
Some of the popular technologies that Machuga Financial Services uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Machuga Financial Services?
Machuga Financial Services contact info: Phone number: (860) 610-0242 Website: www.machugafinancial.com
What does Machuga Financial Services do?

Machuga Financial is an independent wealth management firm that serves as a fiduciary asset manager, providing insights and direction for comprehensive retirement planning tailored to individual needs and financial goals. The firm offers a full range of financial and retirement services, particularly beneficial for current retirees and those planni... ng for their nonworking years. With over 30 years of experience, Machuga Financial focuses on creating customized strategies to help clients maximize their lifestyle during retirement while navigating market volatility and changing tax regulations. Their approach emphasizes a disciplined investment process, ensuring clients can confidently prepare for a secure financial future.Read More

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

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