Nicholas Financial Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

19 Fatima Dr, Ashland, Massachusetts, 01...

Phone Number

(508) 881-8500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Nicholas Financial Group

Nicholas Financial Group specializes in retirement and wealth planning, asset protection, and tax reduction strategies. Founded in 1997, they guide clients through the complexities of financial tools while focusing on maximizing retirement income and wealth transfer. Their services include comprehensive retirement income planning, active wealth management, and providing prudent advice tailored to individual financial goals. They primarily serve clients seeking to secure their financial future and simplify their retirement planning.Explore more
Popular SearchesNicholas Financial GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nicholas Financial Group

<$5M
1-10
Private
-
1997
N/A
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
1-10
Private
-
2004
JS
Jonathan SiasWealth Advisor
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nicholas Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nicholas Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nicholas Financial Group.

Nicholas Financial Group Tech Stack

A closer look at the technologies used by Nicholas Financial Group

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Frequently Asked Questions Regarding Nicholas Financial Group

What is Nicholas Financial Group's official website?
Nicholas Financial Group's official website is www.nicholasfinancialgroup.com
What is Nicholas Financial Group's Revenue?
Nicholas Financial Group's revenue is <$5 Million
What is Nicholas Financial Group's SIC code?
Nicholas Financial Group's SIC: 62,628
What is Nicholas Financial Group's NAICS code?
Nicholas Financial Group's NAICS: 52,523
How many employees does Nicholas Financial Group have?
Nicholas Financial Group has 1-10 employees
What industry does Nicholas Financial Group belong to?
Nicholas Financial Group is in the industry of: Finance, Securities Trading
What is Nicholas Financial Group competition?
Nicholas Financial Group top competitors include: Midwest Wealth Management, Ambrose Wealth Management, Bayntree Wealth Advisors, Somerset Wealth Strategies
What technology does Nicholas Financial Group use?
Some of the popular technologies that Nicholas Financial Group uses are: Constant Contact, Microsoft 365, Cloudflare Security, Canva
How do I contact Nicholas Financial Group?
Nicholas Financial Group contact info: Phone number: (508) 881-8500 Website: www.nicholasfinancialgroup.com
What does Nicholas Financial Group do?

Nicholas Financial Group specializes in retirement and wealth planning, asset protection, and tax reduction strategies. Founded in 1997, they guide clients through the complexities of financial tools while focusing on maximizing retirement income and wealth transfer. Their services include comprehensive retirement income planning, active wealth man... agement, and providing prudent advice tailored to individual financial goals. They primarily serve clients seeking to secure their financial future and simplify their retirement planning.Read More

Is Nicholas Financial Group a public company?
Nicholas Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Nicholas Financial Group

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