Mainsail Financial Group

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

11245 SE 6th St Ste 230, Bellevue, Washi...

Phone Number

(425) 502-7693

Revenue

<$5 Million

Industry

Finance Securities Trading

About Mainsail Financial Group

Mainsail Financial Group provides comprehensive financial planning services, including wealth management, estate planning, and asset management, primarily serving retirement-age individuals and families in Bellevue, WA, and Eugene, OR. Their team of Certified Financial Planner Professionals focuses on goal-based planning and long-term security, ensuring transparent pricing as fee-only advisors. They emphasize building lasting relationships as trusted fiduciary advisors, adapting strategies to meet clients' evolving needs. Mainsail Financial Group aims to help clients achieve a comfortable lifestyle and secure their financial legacy.Explore more
Mainsail Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Mainsail Financial Group Org Chart

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JH
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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mainsail Financial Group

<$5M
11-50
Private
-
-
JH
Jennifer HaskinsDirector, Marketing
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
11-50
Private
-
2013
Marvin Mitchell, Chief Executive Officer & Retirement Coach at Compass Retirement Solutions
Marvin MitchellCEO & Retirement Coach
<$5M
1-10
Private
-
2000
ES
Edward SnyderCo-Founder & President
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
Illustration of an envelope

Mainsail Financial Group Tech Stack

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Frequently Asked Questions Regarding Mainsail Financial Group

What is Mainsail Financial Group's official website?
Mainsail Financial Group's official website is www.mainsailfg.com
What is Mainsail Financial Group's Revenue?
Mainsail Financial Group's revenue is <$5 Million
What is Mainsail Financial Group's SIC code?
Mainsail Financial Group's SIC: 62,628
What is Mainsail Financial Group's NAICS code?
Mainsail Financial Group's NAICS: 52,523
How many employees does Mainsail Financial Group have?
Mainsail Financial Group has 11-50 employees
What industry does Mainsail Financial Group belong to?
Mainsail Financial Group is in the industry of: Finance, Securities Trading
What is Mainsail Financial Group competition?
Mainsail Financial Group top competitors include: Oaktree Financial Advisors, Covenant Wealth Advisors, Compass Retirement Solutions, WealthSpring
What technology does Mainsail Financial Group use?
Some of the popular technologies that Mainsail Financial Group uses are: DocuSign, Google Universal Analytics, Squarespace Online Stores, Embedly
How do I contact Mainsail Financial Group?
Mainsail Financial Group contact info: Phone number: (425) 502-7693 Website: www.mainsailfg.com
What does Mainsail Financial Group do?

Mainsail Financial Group provides comprehensive financial planning services, including wealth management, estate planning, and asset management, primarily serving retirement-age individuals and families in Bellevue, WA, and Eugene, OR. Their team of Certified Financial Planner Professionals focuses on goal-based planning and long-term security, ens... uring transparent pricing as fee-only advisors. They emphasize building lasting relationships as trusted fiduciary advisors, adapting strategies to meet clients' evolving needs. Mainsail Financial Group aims to help clients achieve a comfortable lifestyle and secure their financial legacy.Read More

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

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