Miceli Financial Services
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
260 E Army Trail Rd Ste F, Bartlett, Ill...Phone Number
(630) 372-2291Revenue
$6.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Miceli Financial Services
Miceli Financial Services, Inc. specializes in providing personalized financial services including tax planning, investment management, and retirement management. The company focuses on understanding clients' personal situations, dreams, and risk tolerances to build long-term relationships based on open communication. With a team of experienced consultants, they aim to help clients manage their money confidently and prepare for their financial futures. Their services cater to individuals seeking to build wealth, protect their families, and preserve their assets across 23 servicing states.Explore more
Miceli Financial Services Org Chart
SP
Registered Client Service Associate
JM
Client Service Associate
SC
Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
Company Profile Activity
Activity Insights
Miceli Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Miceli Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Miceli Financial Services.
Miceli Financial Services Tech Stack
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Miceli Financial Services, Inc. specializes in providing personalized financial services including tax planning, investment management, and retirement management. The company focuses on understanding clients' personal situations, dreams, and risk tolerances to build long-term relationships based on open communication. With a team of experienced con... Read More
