MSW Financial Partners

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

306 Main St Ste 2, Worcester, Massachuse...

Phone Number

(781) 741-9979

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About MSW Financial Partners

MSW Financial Partners is a financial services firm that offers comprehensive strategies for investments, insurance, and benefit plans to both businesses and individuals. With over 100 years of combined experience, their advisors specialize in areas such as executive benefits, retirement planning, estate planning, and philanthropic gifting. The firm emphasizes a client-centered approach, focusing on understanding individual circumstances to provide tailored financial solutions. MSW Financial Partners operates offices in Boston, Worcester, and Denver, serving clients across the United States.Explore more
MSW Financial Partners's Social MediaPopular SearchesMSW Financial PartnersFinancial PartnersFinancial Group LLCJoseph StoneJoseph Stone Insurance Agency IncSIC Code 62,628NAICS Code 52,523Show more

MSW Financial Partners Org Chart

PhoneEmail
JC
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Firm Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MSW Financial Partners

<$5M
1-10
Private
-
1981
JC
Jeffrey ClarkeFirm Associate
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
2006
JC
Joel CraigClient Relationship Manager
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
JH
Jacquie HarveySenior Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

MSW Financial Partners Tech Stack

A closer look at the technologies used by MSW Financial Partners

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Frequently Asked Questions Regarding MSW Financial Partners

What is MSW Financial Partners's official website?
MSW Financial Partners's official website is www.mswfp.com
What is MSW Financial Partners's Revenue?
MSW Financial Partners's revenue is <$5 Million
What is MSW Financial Partners's SIC code?
MSW Financial Partners's SIC: 62,628
What is MSW Financial Partners's NAICS code?
MSW Financial Partners's NAICS: 52,523
How many employees does MSW Financial Partners have?
MSW Financial Partners has 1-10 employees
What industry does MSW Financial Partners belong to?
MSW Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is MSW Financial Partners competition?
MSW Financial Partners top competitors include: OWL Private Wealth Advisors, Robertson Ryan Financial Services, Integrity Wealth Management, Murphy Wealth Management
What technology does MSW Financial Partners use?
Some of the popular technologies that MSW Financial Partners uses are: Cloudflare Website Optimization, Bitly, Google Font API, Google Tag Manager
How do I contact MSW Financial Partners?
MSW Financial Partners contact info: Phone number: (781) 741-9979 Website: www.mswfp.com
What does MSW Financial Partners do?

MSW Financial Partners is a financial services firm that offers comprehensive strategies for investments, insurance, and benefit plans to both businesses and individuals. With over 100 years of combined experience, their advisors specialize in areas such as executive benefits, retirement planning, estate planning, and philanthropic gifting. The fir... m emphasizes a client-centered approach, focusing on understanding individual circumstances to provide tailored financial solutions. MSW Financial Partners operates offices in Boston, Worcester, and Denver, serving clients across the United States.Read More

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

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