Newman's Financial Planning

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

18521 E Queen Creek Rd Ste 105-459, Quee...

Phone Number

(480) 798-9544

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Newman's Financial Planning

Newman's Financial Planning is a financial advisory firm based in East Valley, Arizona, dedicated to providing low-cost, transparent, and long-term financial planning services. They specialize in investment management, strategic wealth planning, and retirement planning, focusing on creating personalized financial plans for their clients. The firm operates on a fee-only model, ensuring that clients receive unbiased advice without commission-based conflicts of interest. Their mission is to be a trusted advisor, helping clients achieve their financial goals through comprehensive planning and investment strategies.Explore more
Newman's Financial Planning's Social MediaPopular SearchesNewman's Financial PlanningNewman's Financial Planning LLCNewman Financial Solutions LLCNewman Financial PlanningNewman Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Newman's Financial Planni...

<$5M
1-10
Private
-
2015
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Newman's Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Newman's Financial Planning Tech Stack

A closer look at the technologies used by Newman's Financial Planning

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Frequently Asked Questions Regarding Newman's Financial Planning

What is Newman's Financial Planning's official website?
Newman's Financial Planning's official website is www.newmansfinancialplanning.com
What is Newman's Financial Planning's Revenue?
Newman's Financial Planning's revenue is <$5 Million
What is Newman's Financial Planning's SIC code?
Newman's Financial Planning's SIC: 62,628
What is Newman's Financial Planning's NAICS code?
Newman's Financial Planning's NAICS: 52,523
How many employees does Newman's Financial Planning have?
Newman's Financial Planning has 1-10 employees
What industry does Newman's Financial Planning belong to?
Newman's Financial Planning is in the industry of: Finance, Securities Trading
What is Newman's Financial Planning competition?
Newman's Financial Planning top competitors include: Stockade Wealth Management, Vibrance Wealth Management, Sterling Total Wealth Solutions, Phase 2 Wealth Advisors
What technology does Newman's Financial Planning use?
Some of the popular technologies that Newman's Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Newman's Financial Planning?
Newman's Financial Planning contact info: Phone number: (480) 798-9544 Website: www.newmansfinancialplanning.com
What does Newman's Financial Planning do?

Newman's Financial Planning is a financial advisory firm based in East Valley, Arizona, dedicated to providing low-cost, transparent, and long-term financial planning services. They specialize in investment management, strategic wealth planning, and retirement planning, focusing on creating personalized financial plans for their clients. The firm o... perates on a fee-only model, ensuring that clients receive unbiased advice without commission-based conflicts of interest. Their mission is to be a trusted advisor, helping clients achieve their financial goals through comprehensive planning and investment strategies.Read More

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

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