MSM Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

31 Nantucket Row, Rocky River, Ohio, 441...

Phone Number

(612) 607-6594

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About MSM Financial

MSM Financial is a fee-only, full-service financial management firm based in Minneapolis that provides holistic financial advice for businesses and families. Their services include financial planning, investment management, tax planning and preparation, retirement planning, education planning, student loan assistance, insurance and risk planning, and employee benefits planning. The firm operates as a fiduciary, ensuring that clients' interests come first without receiving commissions from product sales. MSM Financial aims to deliver integrated financial solutions tailored to help clients achieve their financial goals.Explore more
MSM Financial's Social MediaPopular SearchesMsm Financial LLCMsm Financials IncMCM Financial Advisors LLCMsm Financial Consultancy LtdMsm Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

MSM Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MSM Financial

<$5M
1-10
Private
-
1999
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2015
MS
Michael StantonFinancial Planner
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

MSM Financial Tech Stack

A closer look at the technologies used by MSM Financial

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Frequently Asked Questions Regarding MSM Financial

What is MSM Financial's official website?
MSM Financial's official website is www.msmfinancial.com
What is MSM Financial's Revenue?
MSM Financial's revenue is <$5 Million
What is MSM Financial's SIC code?
MSM Financial's SIC: 62,628
What is MSM Financial's NAICS code?
MSM Financial's NAICS: 52,523
How many employees does MSM Financial have?
MSM Financial has 1-10 employees
What industry does MSM Financial belong to?
MSM Financial is in the industry of: Finance, Securities Trading
What is MSM Financial competition?
MSM Financial top competitors include: Fountainhead Wealth, Stanton Financial Planning, Radnor Financial Advisors, Sterling Investment Management
What technology does MSM Financial use?
Some of the popular technologies that MSM Financial uses are: NS1, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact MSM Financial?
MSM Financial contact info: Phone number: (612) 607-6594 Website: www.msmfinancial.com
What does MSM Financial do?

MSM Financial is a fee-only, full-service financial management firm based in Minneapolis that provides holistic financial advice for businesses and families. Their services include financial planning, investment management, tax planning and preparation, retirement planning, education planning, student loan assistance, insurance and risk planning, a... nd employee benefits planning. The firm operates as a fiduciary, ensuring that clients' interests come first without receiving commissions from product sales. MSM Financial aims to deliver integrated financial solutions tailored to help clients achieve their financial goals.Read More

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

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