Mark Pappas Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

43 Montecilo, Foothill Ranch, California...

Phone Number

(949) 702-1167

Revenue

<$5 Million

Industry

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

About Mark Pappas Financial Services

Mark Pappas Financial & Insurance Services, Inc. provides a variety of insurance products including term, universal, whole, and variable life insurance, as well as mutual funds and variable annuities aimed at helping clients achieve their long-term investment goals. The firm, led by Mark Pappas, an experienced Investment Advisor Representative, focuses on establishing trust-based relationships with clients while offering personalized asset allocation plans based on individual risk tolerance. They emphasize objective financial advice and fee transparency, ensuring that clients receive tailored investment management services. The company serves a diverse clientele, including those seeking assistance with IRAs, SEP IRAs, and 401(k) plans.Explore more
Mark Pappas Financial Services's Social MediaPopular SearchesMark Pappas Financial Services IncMark Pappas Financial & Insurance Services IncMark Pappas Financial Servicesmpfsinc.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mark Pappas Financial Ser...

<$5M
1-10
Private
-
1999
N/A
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2003
MB
Melanie BratcherManager, Operations
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
BS
Bryan ShevakInvestment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mark Pappas Financial Services Tech Stack

A closer look at the technologies used by Mark Pappas Financial Services

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Frequently Asked Questions Regarding Mark Pappas Financial Services

What is Mark Pappas Financial Services's official website?
Mark Pappas Financial Services's official website is www.mpfsinc.com
What is Mark Pappas Financial Services's Revenue?
Mark Pappas Financial Services's revenue is <$5 Million
What is Mark Pappas Financial Services's SIC code?
Mark Pappas Financial Services's SIC: 62,628
What is Mark Pappas Financial Services's NAICS code?
Mark Pappas Financial Services's NAICS: 52,523
How many employees does Mark Pappas Financial Services have?
Mark Pappas Financial Services has 1-10 employees
What industry does Mark Pappas Financial Services belong to?
Mark Pappas Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Mark Pappas Financial Services competition?
Mark Pappas Financial Services top competitors include: Provident Wealth Management Group, Shevak Financial Services, Investment Resources, Rogers Financial Group
What technology does Mark Pappas Financial Services use?
Some of the popular technologies that Mark Pappas Financial Services uses are: Proofpoint, Google Tag Manager, Font Awesome, DigiCert
How do I contact Mark Pappas Financial Services?
Mark Pappas Financial Services contact info: Phone number: (949) 702-1167 Website: www.mpfsinc.com
What does Mark Pappas Financial Services do?

Mark Pappas Financial & Insurance Services, Inc. provides a variety of insurance products including term, universal, whole, and variable life insurance, as well as mutual funds and variable annuities aimed at helping clients achieve their long-term investment goals. The firm, led by Mark Pappas, an experienced Investment Advisor Representative, foc... uses on establishing trust-based relationships with clients while offering personalized asset allocation plans based on individual risk tolerance. They emphasize objective financial advice and fee transparency, ensuring that clients receive tailored investment management services. The company serves a diverse clientele, including those seeking assistance with IRAs, SEP IRAs, and 401(k) plans.Read More

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

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