MSA Financial

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

25 Braintree Hill Park Ste 303, Braintre...

Phone Number

(781) 843-3500

Website

www.msaplan.com

Revenue

$5.1 Million

Industry

Finance Securities Trading

About MSA Financial

MSA Financial is a Registered Investment Advisory Firm based in Braintree, MA, specializing in financial planning and asset management for individuals, families, business owners, and organizations across New England and the United States. Founded in 1997, the firm operates as a fiduciary, ensuring that it always acts in the best interests of its clients while providing personalized investment strategies and comprehensive financial services. Their offerings include retirement income planning, tax planning strategies, estate planning, and corporate executive services, among others. MSA Financial prides itself on its independence and the trust placed in them by clients, which has led to significant growth through referrals.Explore more
MSA Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

MSA Financial Org Chart

PhoneEmail
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United States flag for contact location.
Paul Marino

Financial Advisor & Managing Director

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Richard Stram

Financial Advisor & Managing Director

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SB
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Sean Barrett

Financial Services Coordinator

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Financial Services Coordinator

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LM
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Financial Services Coordinator

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KS
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Financial Services Coordinator

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SR
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Registered Financial Services Coordinator

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Associate

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AG
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Financial Advisor

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AL
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Financial Advisor

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Compare Similar Companies to MSA Financial

Compare insights from companies similar to MSA Financial, 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

MSA Financial

$5.1M
11-50
Private
<$5M
1997
PM
Paul MarinoFinancial Advisor & Managing Director
JT Stratford Wealth Manag...
$12.9M
11-50
Private
-
1993
D. Todd Ferguson, Chief Executive Officer at JT Stratford Wealth Management
D. Todd FergusonCEO
Baker Wealth Management
<$5M
11-50
Private
-
2000
Dawn Baker, Co-founder & Chief Operating Officer at Baker Wealth Management
Dawn BakerCo-founder & Chief Operating Officer
SixPoint Financial Partne...
<$5M
1-10
Private
-
2003
AP
Allison PulciniDirector, Communications
California Financial Advi...
<$5M
11-50
Private
-
1998
CH
Carrie HumeOffice Manager
Clarity Capital Partners
<$5M
11-50
Private
-
1968
OG
Olivio GomezVice President, Investment Advisory Services
Illustration of an envelope

MSA Financial Tech Stack

A closer look at the technologies used by MSA Financial

Cloudflare Website Optimization

By

Cloudflare
Google Cloud Web Serving

By

Google
Google Cloud Platform

By

Google
Datadog

By

Datadog
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Frequently Asked Questions Regarding MSA Financial

What is MSA Financial's official website?
MSA Financial's official website is www.msaplan.com What is MSA Financial's Revenue?
MSA Financial's revenue is $5.1 Million What is MSA Financial's SIC code?
MSA Financial's SIC: 62,628 What is MSA Financial's NAICS code?
MSA Financial's NAICS: 52,523 How many employees does MSA Financial have?
MSA Financial has 11-50 employees What industry does MSA Financial belong to?
MSA Financial is in the industry of: Finance, Securities Trading What is MSA Financial competition?
MSA Financial top competitors include: JT Stratford Wealth Management, Baker Wealth Management, Clarity Capital Partners, SixPoint Financial Partners What technology does MSA Financial use?
Some of the popular technologies that MSA Financial uses are: Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform, Datadog How do I contact MSA Financial?
MSA Financial contact info: Phone number: (781) 843-3500 Website: www.msaplan.com What does MSA Financial do?

MSA Financial is a Registered Investment Advisory Firm based in Braintree, MA, specializing in financial planning and asset management for individuals, families, business owners, and organizations across New England and the United States. Founded in 1997, the firm operates as a fiduciary, ensuring that it always acts in the best interests of its cl... ients while providing personalized investment strategies and comprehensive financial services. Their offerings include retirement income planning, tax planning strategies, estate planning, and corporate executive services, among others. MSA Financial prides itself on its independence and the trust placed in them by clients, which has led to significant growth through referrals.Read More

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

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