Needham Advisory

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

861 Turnpike St, North Andover, Massachu...

Phone Number

(978) 681-8821

Revenue

<$5 Million

Industry

Finance Securities Trading

About Needham Advisory

Needham Advisory Corp. is a financial services firm that specializes in personalized financial planning and strategic investment management. They operate on a fee-only basis, providing tailored solutions to meet the unique goals of their clients. The company focuses on building long-term relationships and offers continuous monitoring and adaptation of financial plans. Their intended clients include individuals seeking to organize their financial lives and achieve financial security now and in retirement.Explore more
Needham Advisory's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Needham Advisory Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Needham Advisory

<$5M
1-10
Private
-
1985
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Needham Advisory Tech Stack

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Frequently Asked Questions Regarding Needham Advisory

What is Needham Advisory's official website?
Needham Advisory's official website is www.needhamadvisory.com
What is Needham Advisory's Revenue?
Needham Advisory's revenue is <$5 Million
What is Needham Advisory's SIC code?
Needham Advisory's SIC: 62,628
What is Needham Advisory's NAICS code?
Needham Advisory's NAICS: 52,523
How many employees does Needham Advisory have?
Needham Advisory has 1-10 employees
What industry does Needham Advisory belong to?
Needham Advisory is in the industry of: Finance, Securities Trading
What is Needham Advisory competition?
Needham Advisory top competitors include: Reynolds Wealth Management, Vibrance Wealth Management, EverGreen Capital Management, Goodrich and Associates
What technology does Needham Advisory use?
Some of the popular technologies that Needham Advisory uses are: Microsoft 365, Amazon Web Hosting, Squarespace, Microsoft Exchange Online
How do I contact Needham Advisory?
Needham Advisory contact info: Phone number: (978) 681-8821 Website: www.needhamadvisory.com
What does Needham Advisory do?

Needham Advisory Corp. is a financial services firm that specializes in personalized financial planning and strategic investment management. They operate on a fee-only basis, providing tailored solutions to meet the unique goals of their clients. The company focuses on building long-term relationships and offers continuous monitoring and adaptation... of financial plans. Their intended clients include individuals seeking to organize their financial lives and achieve financial security now and in retirement.Read More

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

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