Marchand Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

36 Birch Island Rd, Webster, Massachuset...

Phone Number

(508) 208-9284

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Marchand Financial

Marchand Financial LLC is an independent financial services firm based in Webster, MA, specializing in portfolio management, retirement planning, and multigenerational planning. The company aims to provide personalized financial solutions to clients, focusing on their unique retirement needs and protecting their loved ones. They offer a range of resources including insights, calculators, and tax information to assist clients in making informed financial decisions. Marchand Financial LLC operates under the regulations of Money Concepts and is committed to serving clients in compliance with applicable investment regulations.Explore more
Marchand Financial's Social MediaPopular SearchesMarchand Financial LLCMarchand FinancialMarchand Financial ServicesMarchand Financial Services IncMarchand Financial HeSIC Code 62,628NAICS Code 52,523Show more

Marchand Financial Org Chart

PhoneEmail
JM
United States flag for contact location.

Client Services Executive

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marchand Financial

$6.2M
1-10
Private
-
1974
JM
Joshua MarchandClient Services Executive
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
-
AT
Angela TimponeOffice Manager
<$5M
1-10
Private
-
1967
SK
Susan KenneyAdministrative Assistant
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
<$5M
1-10
Private
-
-
VV
Victor ValverdeFinancial Professional
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Marchand Financial Tech Stack

A closer look at the technologies used by Marchand Financial

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Frequently Asked Questions Regarding Marchand Financial

What is Marchand Financial's official website?
Marchand Financial's official website is www.marchandfinancial.com
What is Marchand Financial's Revenue?
Marchand Financial's revenue is $6.2 Million
What is Marchand Financial's SIC code?
Marchand Financial's SIC: 62,628
What is Marchand Financial's NAICS code?
Marchand Financial's NAICS: 52,523
How many employees does Marchand Financial have?
Marchand Financial has 1-10 employees
What industry does Marchand Financial belong to?
Marchand Financial is in the industry of: Finance, Securities Trading
What is Marchand Financial competition?
Marchand Financial top competitors include: Retirement Advisory Services, RZA Wealth Management, Columbia Wealth Management, Legacy One Financial
What technology does Marchand Financial use?
Some of the popular technologies that Marchand Financial uses are: GoCentral, YouTube, GoDaddy DNS, Google Workspace
How do I contact Marchand Financial?
Marchand Financial contact info: Phone number: (508) 208-9284 Website: www.marchandfinancial.com
What does Marchand Financial do?

Marchand Financial LLC is an independent financial services firm based in Webster, MA, specializing in portfolio management, retirement planning, and multigenerational planning. The company aims to provide personalized financial solutions to clients, focusing on their unique retirement needs and protecting their loved ones. They offer a range of re... sources including insights, calculators, and tax information to assist clients in making informed financial decisions. Marchand Financial LLC operates under the regulations of Money Concepts and is committed to serving clients in compliance with applicable investment regulations.Read More

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

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