Mainsail Advisor Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

480 Adams St, Milton, Massachusetts, 021...

Phone Number

(617) 696-4345

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mainsail Advisor Group

MainSail Advisor Group specializes in personalized financial services, offering comprehensive wealth management solutions including financial planning, investment planning, insurance planning, retirement planning, estate planning, and tax planning. They aim to simplify the financial journey for their clients, helping them navigate the complexities of financial planning with expertise and precision. The company is dedicated to empowering individuals and families to achieve their financial dreams and secure their financial futures. Their services cater to a diverse clientele, regardless of their financial background.Explore more
Mainsail Advisor Group's Social MediaPopular SearchesMainsail Advisor Group LLCPembroke Mainsail LLCMainsail Advisor GroupMainsail Murals LLCSIC Code 62,628NAICS Code 52,523Show more

Mainsail Advisor Group Org Chart

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Wealth Management Coordinator

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Wealth Management Coordinator

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Managing Partner and Financial Advisor

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Financial Advisor

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Administrative Assistant

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mainsail Advisor Group

<$5M
1-10
Private
-
2016
CC
Cindy CoupalWealth Management Coordinator
<$5M
1-10
Private
-
-
RD
Ross DonaghayInvestment Advisor & Representative
<$5M
1-10
Private
-
2011
JW
Jacob WestonManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
-
2013
TG
Tammi GatesScheduling Manager
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mainsail Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Mainsail Advisor Group Tech Stack

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Frequently Asked Questions Regarding Mainsail Advisor Group

What is Mainsail Advisor Group's official website?
Mainsail Advisor Group's official website is www.mainsailadvisorgroup.com
What is Mainsail Advisor Group's Revenue?
Mainsail Advisor Group's revenue is <$5 Million
What is Mainsail Advisor Group's SIC code?
Mainsail Advisor Group's SIC: 62,628
What is Mainsail Advisor Group's NAICS code?
Mainsail Advisor Group's NAICS: 52,523
How many employees does Mainsail Advisor Group have?
Mainsail Advisor Group has 1-10 employees
What industry does Mainsail Advisor Group belong to?
Mainsail Advisor Group is in the industry of: Finance, Securities Trading
What is Mainsail Advisor Group competition?
Mainsail Advisor Group top competitors include: Copper Canyon Wealth Management, Avantax Wealth Management, Stifel, Nabell Winslow Investments
What technology does Mainsail Advisor Group use?
Some of the popular technologies that Mainsail Advisor Group uses are: Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS, Amazon Web Hosting
How do I contact Mainsail Advisor Group?
Mainsail Advisor Group contact info: Phone number: (617) 696-4345 Website: www.mainsailadvisorgroup.com
What does Mainsail Advisor Group do?

MainSail Advisor Group specializes in personalized financial services, offering comprehensive wealth management solutions including financial planning, investment planning, insurance planning, retirement planning, estate planning, and tax planning. They aim to simplify the financial journey for their clients, helping them navigate the complexities... of financial planning with expertise and precision. The company is dedicated to empowering individuals and families to achieve their financial dreams and secure their financial futures. Their services cater to a diverse clientele, regardless of their financial background.Read More

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

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