Parallel Financial Advisors

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

383 W 37th St Ste 202, Loveland, Colorad...

Phone Number

(970) 699-5586

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
1
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1

About Parallel Financial Advisors

Parallel Financial Advisors specializes in investment management, retirement planning, and comprehensive financial planning services. They aim to create personalized strategies that help clients build, manage, and preserve their wealth while preparing for future financial needs. The firm is dedicated to acting in the best interest of its clients, fostering collaborative relationships, and providing tailored financial solutions. Their intended clients are investors seeking meaningful conversations about their wealth and a consultative approach to achieving their financial goals.Explore more
Parallel Financial Advisors's Social MediaPopular SearchesParallel Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Parallel Financial Advisors Org Chart

PhoneEmail
HM
United States flag for contact location.

Client Services Specialist

PhoneEmail
AM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Parallel Financial Adviso...

<$5M
1-10
Private
-
-
HM
Holly MellasClient Services Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
-
HR
Heather RutschService Manager
<$5M
1-10
Private
-
2014
NA
Nena AcunaSenior Manager, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Parallel Financial Advisors Tech Stack

A closer look at the technologies used by Parallel Financial Advisors

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Frequently Asked Questions Regarding Parallel Financial Advisors

What is Parallel Financial Advisors's official website?
Parallel Financial Advisors's official website is www.parallelfa.com
What is Parallel Financial Advisors's Revenue?
Parallel Financial Advisors's revenue is <$5 Million
What is Parallel Financial Advisors's SIC code?
Parallel Financial Advisors's SIC: 62,628
What is Parallel Financial Advisors's NAICS code?
Parallel Financial Advisors's NAICS: 52,523
How many employees does Parallel Financial Advisors have?
Parallel Financial Advisors has 1-10 employees
What industry does Parallel Financial Advisors belong to?
Parallel Financial Advisors is in the industry of: Finance, Securities Trading
What is Parallel Financial Advisors competition?
Parallel Financial Advisors top competitors include: Wealth Advisory Services, BACH Wealth Management, Arrow Wealth Management, Denver Private Wealth Management
What technology does Parallel Financial Advisors use?
Some of the popular technologies that Parallel Financial Advisors uses are: Drupal, reCAPTCHA, Sentry, Proofpoint
How do I contact Parallel Financial Advisors?
Parallel Financial Advisors contact info: Phone number: (970) 699-5586 Website: www.parallelfa.com
What does Parallel Financial Advisors do?

Parallel Financial Advisors specializes in investment management, retirement planning, and comprehensive financial planning services. They aim to create personalized strategies that help clients build, manage, and preserve their wealth while preparing for future financial needs. The firm is dedicated to acting in the best interest of its clients, f... ostering collaborative relationships, and providing tailored financial solutions. Their intended clients are investors seeking meaningful conversations about their wealth and a consultative approach to achieving their financial goals.Read More

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

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