MyFSOS

Business Services · Ohio, United States · 1-10 Employees

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Overview

Headquarters

PO Box 111, Berlin Center, Ohio, 44401, ...

Phone Number

(330) 547-2178

Revenue

<$5 Million

Industry

Business Services Project Management Document Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About MyFSOS

Financial Services Outsourcing Solutions specializes in providing outsourcing services for financial advisors, enabling them to focus on building and maintaining client relationships. With over 18 years of experience, the company offers solutions that streamline back office operations, including client account administration, ongoing customer service, performance reporting, and billing. Their services help advisors eliminate the burdens of training new employees and managing administrative tasks. The intended clients are financial advisors seeking to enhance their practice efficiency and client engagement.Explore more
MyFSOS's Social MediaPopular SearchesMyFSOSFinancial Services Outsourcing SolutionsFinancial Services Outsourcing Solutions IncSIC Code 73,738NAICS Code 56,561Show more

MyFSOS Org Chart

PhoneEmail
DP
United States flag for contact location.

Registered Paraplanner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MyFSOS

<$5M
1-10
Private
-
2007
DP
David PlattRegistered Paraplanner
$16M
11-50
Private
<$5M
1983
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

MyFSOS is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

MyFSOS is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about MyFSOS.

MyFSOS Tech Stack

A closer look at the technologies used by MyFSOS

Top Business Services Companies

Frequently Asked Questions Regarding MyFSOS

What is MyFSOS's official website?
MyFSOS's official website is www.myfsos.com
What is MyFSOS's Revenue?
MyFSOS's revenue is <$5 Million
What is MyFSOS's SIC code?
MyFSOS's SIC: 73,738
What is MyFSOS's NAICS code?
MyFSOS's NAICS: 56,561
How many employees does MyFSOS have?
MyFSOS has 1-10 employees
What industry does MyFSOS belong to?
MyFSOS is in the industry of: Business Services, Project Management, Document Management
What is MyFSOS competition?
MyFSOS top competitors include: Investment Services Group, Seren Wealth Advisors, Invitation Crush, KB Financial Companies
What technology does MyFSOS use?
Some of the popular technologies that MyFSOS uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving
How do I contact MyFSOS?
MyFSOS contact info: Phone number: (330) 547-2178 Website: www.myfsos.com
What does MyFSOS do?

Financial Services Outsourcing Solutions specializes in providing outsourcing services for financial advisors, enabling them to focus on building and maintaining client relationships. With over 18 years of experience, the company offers solutions that streamline back office operations, including client account administration, ongoing customer servi... ce, performance reporting, and billing. Their services help advisors eliminate the burdens of training new employees and managing administrative tasks. The intended clients are financial advisors seeking to enhance their practice efficiency and client engagement.Read More

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

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