Money Matters

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

400 Duncan St, Gadsden, Alabama, 35901, ...

Phone Number

(256) 546-4626

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Money Matters

Money Matters coaches have combined financial planning experience of 60+ years. Our desire is to provide balanced financial solutions, one person at a time. Our motto:It's not what you make, but what you keep that counts! After 32 years it remains the driving force of our company. We cut through all of the obstacles when it comes to the financial arena and lay out clear concise plans for the accomplishment of YOUR financial goals. We are not looking for customers, just people looking for a relationship with a financial coach! The Money Coach LLC DBA Money Matters of Alabama, Charleston, Tampa and San Antonio are independent firms with Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.The representatives associated with this site are registered to conduct business in the followiRead more
Money Matters's Social MediaPopular SearchesMoney MattersMoney Matters of TampaMoney Matters of AlabamaMoney Matters Unlimited Incbalancedsolutions4me.comSIC Code 62,628NAICS Code 52,523Show more

Money Matters Org Chart

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Daily Money Manager

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Office Manager

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Registered Administrative Associate

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Certified Financial Planner & Professional

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Compare Similar Companies to Money Matters

Compare insights from companies similar to Money Matters, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Money Matters

<$5M
11-50
Private
-
1999
TH
Tiffany HallDaily Money Manager
<$5M
1-10
Private
-
1998
CK
Cynthia KaskieOffice Manager
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
2004
MH
Mark HavanecOwner, ChFC, CLU, AIF, Financial Consultant
<$5M
1-10
Private
<$5M
-
SK
Susan KoegelRegistered Administrative Assistant
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Money Matters is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Money Matters Tech Stack

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Frequently Asked Questions Regarding Money Matters

What is Money Matters's official website?
Money Matters's official website is www.balancedsolutions4me.com
What is Money Matters's Revenue?
Money Matters's revenue is <$5 Million
What is Money Matters's SIC code?
Money Matters's SIC: 62,628
What is Money Matters's NAICS code?
Money Matters's NAICS: 52,523
How many employees does Money Matters have?
Money Matters has 11-50 employees
What industry does Money Matters belong to?
Money Matters is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Money Matters competition?
Money Matters top competitors include: Diversified Financial Solutions Wealth Management, State Street Advisers, Zillmer Wealth Management, Carlson Wealth
What technology does Money Matters use?
Some of the popular technologies that Money Matters uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Money Matters?
Money Matters contact info: Phone number: (256) 546-4626 Website: www.balancedsolutions4me.com
What does Money Matters do?

Money Matters coaches have combined financial planning experience of 60+ years. Our desire is to provide balanced financial solutions, one person at a time. Our motto:It's not what you make, but what you keep that counts! After 32 years it remains the driving force of our company. We cut through all of the obstacles when it comes to the financial a... rena and lay out clear concise plans for the accomplishment of YOUR financial goals. We are not looking for customers, just people looking for a relationship with a financial coach! The Money Coach LLC DBA Money Matters of Alabama, Charleston, Tampa and San Antonio are independent firms with Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.The representatives associated with this site are registered to conduct business in the following states: AL, AR, AZ, CA, CO, FL, GA, IN, KS, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TN, VA and WI. The opinions voiced in this material and the material itself are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To Like, Share or Follow this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. The inclusion of a wealth manager in the referenced article is based on the organizations proprietary criteria and may not represent the experience of all participants The rating is not indicative of the wealth manager's future performance.Read More

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

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