Overson Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

3140 Harbor Ln N Ste 210, Plymouth, Minn...

Phone Number

(763) 577-9085

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1

About Overson Financial

Overson Financial is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through customized programs. They focus on growing, preserving, and conserving wealth while providing a high level of personalized service. The firm offers a range of services including retirement planning, investment management, estate planning, insurance, and tax preparation. Their intended clients include individuals seeking tailored financial solutions and advice.Explore more
Popular SearchesOverson FinancialOverson Financial IncOversonfinancialSIC Code 62,628NAICS Code 52,523Show more

Overson Financial Org Chart

PhoneEmail
SM
United States flag for contact location.

Administrative Associate - Assistant

PhoneEmail
DK
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Overson Financial

<$5M
1-10
Private
-
2009
SM
Stacie MitchellAdministrative Associate - Assistant
<$5M
11-50
Private
-
2016
CS
Christina SuchorabskiPartner, President
<$5M
1-10
Private
-
-
DC
Douglas CochranWealth Management Advisor
<$5M
1-10
Private
-
2001
TM
Tami MoranManager, Branch Operations
<$5M
1-10
Private
-
2010
RW
Rebecca WordenAdministrative Assistant & Manager, Operations
<$5M
1-10
Private
-
-
LS
Laura SkalakFinancial Advisor
<$5M
1-10
Private
-
2009
LV
Lawrence VickManaging Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Overson Financial Tech Stack

A closer look at the technologies used by Overson Financial

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Frequently Asked Questions Regarding Overson Financial

What is Overson Financial's official website?
Overson Financial's official website is www.oversonfinancial.com
What is Overson Financial's Revenue?
Overson Financial's revenue is <$5 Million
What is Overson Financial's SIC code?
Overson Financial's SIC: 62,628
What is Overson Financial's NAICS code?
Overson Financial's NAICS: 52,523
How many employees does Overson Financial have?
Overson Financial has 1-10 employees
What industry does Overson Financial belong to?
Overson Financial is in the industry of: Finance, Insurance, Securities Trading
What is Overson Financial competition?
Overson Financial top competitors include: Clear Financial Group, Atlas Wealth Management, MKS Wealth Management, Laura Skalak
What technology does Overson Financial use?
Some of the popular technologies that Overson Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
How do I contact Overson Financial?
Overson Financial contact info: Phone number: (763) 577-9085 Website: www.oversonfinancial.com
What does Overson Financial do?

Overson Financial is a comprehensive financial services firm dedicated to enhancing clients' long-term financial success through customized programs. They focus on growing, preserving, and conserving wealth while providing a high level of personalized service. The firm offers a range of services including retirement planning, investment management,... estate planning, insurance, and tax preparation. Their intended clients include individuals seeking tailored financial solutions and advice.Read More

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

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