Mistretta Associates

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

816 21st St, Sacramento, California, 958...

Phone Number

(916) 497-0676

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
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About Mistretta Associates

At our firm, we have the clientand only the clientin mind. At Mistretta Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Please click on our Tax and Accounting Services and Wealth Management tabs for more specific services in each field of practice. Please note - If you are contacting Mistretta Associates with respect to Retirement Planning, Investment or Insurance needs, please direct your inquiries to one of the three Registered Investment Advisers: Michael Mistretta, Ineke Don, and Ross Johnson. They are the only three licensed and registered individuals who can address those specific services listed under the Wealth Management tab. Over the years, we have found that a team approach can be an effective method toRead more
Mistretta Associates's Social MediaPopular SearchesMistretta Associatesmistrettacpa.comMistrettaassociatesMistretta Management LLCMichael MistrettaSIC Code 62,628NAICS Code 52,523Show more

Mistretta Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mistretta Associates

<$5M
1-10
Private
-
2014
CG
Carrie GreenOffice Manager
<$5M
11-50
Private
-
2011
KZ
Kristine ZyczkiewiczChief Financial Officer, Outsourcing
<$5M
11-50
Private
<$5M
2022
TS
Tammy StricklerOffice Manager, Head Of The Auto And Homeowners Insurance Division
<$5M
1-10
Private
-
1988
Sean Loney, President at Loney Financial
Sean LoneyPresident
<$5M
1-10
Private
-
1994
CB
Cristy BarbozaManager, Client Services
<$5M
1-10
Private
-
-
TP
Tammy PowersManager, Office & Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mistretta Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Mistretta Associates Tech Stack

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Frequently Asked Questions Regarding Mistretta Associates

What is Mistretta Associates's official website?
Mistretta Associates's official website is www.mistrettacpa.com
What is Mistretta Associates's Revenue?
Mistretta Associates's revenue is <$5 Million
What is Mistretta Associates's SIC code?
Mistretta Associates's SIC: 62,628
What is Mistretta Associates's NAICS code?
Mistretta Associates's NAICS: 52,523
How many employees does Mistretta Associates have?
Mistretta Associates has 1-10 employees
What industry does Mistretta Associates belong to?
Mistretta Associates is in the industry of: Finance, Business Services, Securities Trading
What is Mistretta Associates competition?
Mistretta Associates top competitors include: Powers Daren J Cpa, Waller Tax, Jones Tax and Financial Services, Loney Financial
What technology does Mistretta Associates use?
Some of the popular technologies that Mistretta Associates uses are: Sched, Microsoft 365, Amazon Web Hosting, Cloudflare Security
How do I contact Mistretta Associates?
Mistretta Associates contact info: Phone number: (916) 497-0676 Website: www.mistrettacpa.com
What does Mistretta Associates do?

At our firm, we have the clientand only the clientin mind. At Mistretta Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is... designed to address your individual situation. Please click on our Tax and Accounting Services and Wealth Management tabs for more specific services in each field of practice. Please note - If you are contacting Mistretta Associates with respect to Retirement Planning, Investment or Insurance needs, please direct your inquiries to one of the three Registered Investment Advisers: Michael Mistretta, Ineke Don, and Ross Johnson. They are the only three licensed and registered individuals who can address those specific services listed under the Wealth Management tab. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. The content is developed from sources believed to be providing accurate information. The ...Read More

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

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