Overby Financial Services

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

433 3rd Ave, Clear Lake, Wisconsin, 5400...

Phone Number

(715) 268-2711

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
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About Overby Financial Services

Overby Financial Services specializes in providing financial management and tax optimization services for individuals and business owners. They aim to build strong relationships with their clients to help them achieve their financial goals and ensure they take advantage of available tax opportunities. The firm offers a range of products and services, including retirement planning, investment advice, and insurance solutions. Their target clients include individuals seeking personal finance guidance and businesses looking for comprehensive financial management.Explore more
Overby Financial Services's Social MediaPopular SearchesOverby Financial ServicesHD Vest Insurance Agency LLCoverbyfinancial.comAdvisor LaunchpadFmgsuiteSIC Code 62,628NAICS Code 52,523Show more

Overby Financial Services Org Chart

PhoneEmail
VA
United States flag for contact location.

Office Manager

PhoneEmail
BW
United States flag for contact location.

Manager, Tax

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Overby Financial Services

<$5M
11-50
Private
-
2003
VA
Valerie AndersonOffice Manager
<$5M
11-50
Private
<$5M
1969
AT
Andrea ThyfaultRegistered Representative
<$5M
1-10
Private
-
1987
JL
Judy LloydBookkeeper
<$5M
1-10
Private
-
-
MS
Marlys SimonsAccountant and Registered Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Overby Financial Services Tech Stack

A closer look at the technologies used by Overby Financial Services

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Frequently Asked Questions Regarding Overby Financial Services

What is Overby Financial Services's official website?
Overby Financial Services's official website is www.overbyfinancial.com
What is Overby Financial Services's Revenue?
Overby Financial Services's revenue is <$5 Million
What is Overby Financial Services's SIC code?
Overby Financial Services's SIC: 62,628
What is Overby Financial Services's NAICS code?
Overby Financial Services's NAICS: 52,523
How many employees does Overby Financial Services have?
Overby Financial Services has 11-50 employees
What industry does Overby Financial Services belong to?
Overby Financial Services is in the industry of: Finance, Business Services, Securities Trading
What is Overby Financial Services competition?
Overby Financial Services top competitors include: Jeffrey M Frieder Cpa, Arkle Bookkeeping & Tax Service, Simons Tax, Barnes Welsh and Perry
What technology does Overby Financial Services use?
Some of the popular technologies that Overby Financial Services uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact Overby Financial Services?
Overby Financial Services contact info: Phone number: (715) 268-2711 Website: www.overbyfinancial.com
What does Overby Financial Services do?

Overby Financial Services specializes in providing financial management and tax optimization services for individuals and business owners. They aim to build strong relationships with their clients to help them achieve their financial goals and ensure they take advantage of available tax opportunities. The firm offers a range of products and service... s, including retirement planning, investment advice, and insurance solutions. Their target clients include individuals seeking personal finance guidance and businesses looking for comprehensive financial management.Read More

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

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