Milford Financial

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

185 Plains Rd Ste 200E, Milford, Connect...

Phone Number

(203) 780-2000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Apr
May
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Jul
ZI Rank
1
1
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1

About Milford Financial

Milford Financial is a financial advisory firm based in Connecticut that specializes in creating tailored financial planning and advisory services. They offer a comprehensive range of services including retirement planning, tax planning, investment planning, annuities planning, estate and legacy planning, and insurance planning. Their intended clients are individuals seeking personalized financial strategies to navigate life's transitions and achieve their financial goals. Milford Financial emphasizes a flexible approach that adapts to clients' evolving needs and circumstances.Explore more
Milford Financial's Social MediaPopular SearchesMilford FinancialMilford Financial IncMilford Financial LtdAssociated Financials LLCMilford Financial Center LLCSIC Code 62,628NAICS Code 52,523Show more

Milford Financial Org Chart

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BB
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Founding Partner

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SJ
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Founding Milford Financial Partner

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MC
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Milford Financial

<$5M
11-50
Private
<$5M
2016
BB
Brian BachFounding Partner
<$5M
1-10
Private
<$5M
2001
RK
Randy KinchenManaging Partner
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
11-50
Private
-
2017
JG
Jason GoldsteinFinancial Strategies Co-Founder & Managing Director
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Milford Financial financials insights

Gather financial insights about Milford Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2026

Debt

$50K

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Milford Financial Tech Stack

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Frequently Asked Questions Regarding Milford Financial

What is Milford Financial's official website?
Milford Financial's official website is www.milfordfinancial.com
What is Milford Financial's Revenue?
Milford Financial's revenue is <$5 Million
What is Milford Financial's SIC code?
Milford Financial's SIC: 62,628
What is Milford Financial's NAICS code?
Milford Financial's NAICS: 52,523
How many employees does Milford Financial have?
Milford Financial has 11-50 employees
What industry does Milford Financial belong to?
Milford Financial is in the industry of: Finance, Securities Trading
What is Milford Financial competition?
Milford Financial top competitors include: Intellectual Business Solutions, The River Suite Wealth Partners, Holman-Whatley & Associates, Excelsus Capital Management
What technology does Milford Financial use?
Some of the popular technologies that Milford Financial uses are: Cloudflare Website Optimization, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Milford Financial?
Milford Financial contact info: Phone number: (203) 780-2000 Website: www.milfordfinancial.com
What does Milford Financial do?

Milford Financial is a financial advisory firm based in Connecticut that specializes in creating tailored financial planning and advisory services. They offer a comprehensive range of services including retirement planning, tax planning, investment planning, annuities planning, estate and legacy planning, and insurance planning. Their intended clie... nts are individuals seeking personalized financial strategies to navigate life's transitions and achieve their financial goals. Milford Financial emphasizes a flexible approach that adapts to clients' evolving needs and circumstances.Read More

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

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