Niche Financial Services
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
656 E Swedesford Rd Ste 301, Wayne, Penn...Phone Number
(610) 941-6900Website
www.nichefinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Niche Financial Services
Niche Financial Services Inc. is a financial advisory firm based in King of Prussia, PA, specializing in financial planning, employee benefits, and retirement solutions such as 401(k) plans and group health insurance. Established in 1998, the firm serves both individuals and businesses in Delaware County and surrounding areas, providing tailored strategies to address complex financial needs. Their offerings include personal planning, investment advisory services, and risk management strategies designed to optimize financial outcomes for clients. Niche Financial Services aims to deliver cost-effective programs that benefit both employers and employees while focusing on client-driven advice.Explore more
Niche Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Company Profile Activity
Activity Insights
Niche Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Niche Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Niche Financial Services.
Niche Financial Services Tech Stack
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Niche Financial Services Inc. is a financial advisory firm based in King of Prussia, PA, specializing in financial planning, employee benefits, and retirement solutions such as 401(k) plans and group health insurance. Established in 1998, the firm serves both individuals and businesses in Delaware County and surrounding areas, providing tailored st... Read More
