Masterpiece Financial Services

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

7590 Kings Pointe Rd, Toledo, Ohio, 4361...

Phone Number

(419) 897-2866

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Masterpiece Financial Services

Masterpiece Financial Partners offers a range of financial services including comprehensive financial planning, retirement planning, investment management, estate planning, education planning, and tax planning. They cater to clients seeking financial freedom, particularly focusing on professionals in the automotive and healthcare industries. The firm operates as a fiduciary, ensuring that clients' best interests are prioritized in all financial decisions. Masterpiece Financial Partners is affiliated with J.W. Cole Financial, Inc. for securities and advisory services.Explore more
Masterpiece Financial Services's Social MediaPopular SearchesMasterpiece Financial ServicesMasterpiece FinancialMasterpiece Financial Services LLCMasterpieceFinancialServicesMasterpiece Financial Services, JWCSIC Code 62,628NAICS Code 52,523Show more

Masterpiece Financial Services Org Chart

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Partner. Chief Financial Officer

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Financial Partner & Advisor & Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Masterpiece Financial Ser...

<$5M
1-10
Private
-
2005
AB
Aimee BretzloffPartner. Chief Financial Officer
<$5M
11-50
Private
-
2014
AM
Andrew MessarraFinancial Advisor
<$5M
1-10
Private
-
1984
N/A
<$5M
1-10
Private
-
-
SZ
Skyler ZorehkeyAssistant Manager
<$5M
1-10
Private
-
-
MK
Morris KunitaFinancial Advisor & Branch Manager
<$5M
1-10
Private
-
-
ED
Elizabeth DurrellFinancial Professional
<$5M
1-10
Private
-
2008
LS
Laura SimpsonSpecial Projects Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Masterpiece Financial Services Tech Stack

A closer look at the technologies used by Masterpiece Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Masterpiece Financial Services

What is Masterpiece Financial Services's official website?
Masterpiece Financial Services's official website is www.masterpiecefs.com
What is Masterpiece Financial Services's Revenue?
Masterpiece Financial Services's revenue is <$5 Million
What is Masterpiece Financial Services's SIC code?
Masterpiece Financial Services's SIC: 62,628
What is Masterpiece Financial Services's NAICS code?
Masterpiece Financial Services's NAICS: 52,523
How many employees does Masterpiece Financial Services have?
Masterpiece Financial Services has 1-10 employees
What industry does Masterpiece Financial Services belong to?
Masterpiece Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Masterpiece Financial Services competition?
Masterpiece Financial Services top competitors include: Financial Architects of Hawaii, Schlager Schlager & Levin, Capriotti, Trinity Wealth Strategies
What technology does Masterpiece Financial Services use?
Some of the popular technologies that Masterpiece Financial Services uses are: Drupal, AddToAny, Microsoft 365, Google Tag Manager
Who is the CFO of Masterpiece Financial Services?
Masterpiece Financial Services's CFO is Aimee Bretzloff
How do I contact Masterpiece Financial Services?
Masterpiece Financial Services contact info: Phone number: (419) 897-2866 Website: www.masterpiecefs.com
What does Masterpiece Financial Services do?

Masterpiece Financial Partners offers a range of financial services including comprehensive financial planning, retirement planning, investment management, estate planning, education planning, and tax planning. They cater to clients seeking financial freedom, particularly focusing on professionals in the automotive and healthcare industries. The fi... rm operates as a fiduciary, ensuring that clients' best interests are prioritized in all financial decisions. Masterpiece Financial Partners is affiliated with J.W. Cole Financial, Inc. for securities and advisory services.Read More

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

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