NextStepFinancial

Insurance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

215 Newbury St Ste 207B, Peabody, Massac...

Phone Number

(978) 717-5399

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
1
2
1
1
1

About NextStepFinancial

Next Step Financial specializes in providing personalized financial solutions to help clients achieve their financial goals. Their services include debt elimination, life insurance, annuities, tax mitigation, and college funding. The company focuses on building long-term relationships with clients to understand their unique situations and create tailored strategies. They are committed to expanding their offerings to support individuals on their journey to financial security.Explore more
NextStepFinancial's Social MediaPopular SearchesNextStepFinancialNext Step FinancialSIC Code 64,641NAICS Code 52,524Show more

NextStepFinancial Org Chart

PhoneEmail
MS
United States flag for contact location.

Office Manager and Client Service Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NextStepFinancial

<$5M
1-10
Private
-
-
MS
Melinda SmithOffice Manager and Client Service Manager
<$5M
11-50
Private
-
2020
Erin Cox, Chief Operations Officer at One Pacific Financial Strategies
Erin CoxChief Operations Officer
<$5M
1-10
Private
-
1999
CC
Clifford CaplanManager, Wealth
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2002
JV
James VeersPortfolio Manager
<$5M
1-10
Private
-
2019
SM
Samuel McGeeCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

NextStepFinancial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

NextStepFinancial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about NextStepFinancial.

NextStepFinancial Tech Stack

A closer look at the technologies used by NextStepFinancial

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Frequently Asked Questions Regarding NextStepFinancial

What is NextStepFinancial's official website?
NextStepFinancial's official website is www.nextstep-financial.com
What is NextStepFinancial's Revenue?
NextStepFinancial's revenue is <$5 Million
What is NextStepFinancial's SIC code?
NextStepFinancial's SIC: 64,641
What is NextStepFinancial's NAICS code?
NextStepFinancial's NAICS: 52,524
How many employees does NextStepFinancial have?
NextStepFinancial has 1-10 employees
What industry does NextStepFinancial belong to?
NextStepFinancial is in the industry of: Insurance
What is NextStepFinancial competition?
NextStepFinancial top competitors include: STUDIO Investment Management, Trinity Wealth Management, One Pacific Financial Strategies, Crestmont Private Wealth
What technology does NextStepFinancial use?
Some of the popular technologies that NextStepFinancial uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact NextStepFinancial?
NextStepFinancial contact info: Phone number: (978) 717-5399 Website: www.nextstep-financial.com
What does NextStepFinancial do?

Next Step Financial specializes in providing personalized financial solutions to help clients achieve their financial goals. Their services include debt elimination, life insurance, annuities, tax mitigation, and college funding. The company focuses on building long-term relationships with clients to understand their unique situations and create ta... ilored strategies. They are committed to expanding their offerings to support individuals on their journey to financial security.Read More

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

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