PLUS Financial Services

Finance · Florida, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

9114 58th Dr E Ste 100, Bradenton, Flori...

Phone Number

(941) 358-9119

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About PLUS Financial Services

PLUS Financial Services Inc. offers a comprehensive range of customized financial services, including investments, asset management, accounting, and tax consulting. The company is dedicated to providing superior service and an individualized approach to financial planning, aiming to preserve and increase clients' net worth while helping them achieve their financial goals. Their mission is to prioritize clients' needs and ensure their financial success. They invite potential clients to schedule a free consultation to explore their financial product offerings.Explore more
PLUS Financial Services's Social MediaPopular Searchesplus financial services IncA Plus Financial ServicesA Plus Financial Services IncA Plus Financial Services LLCPlus Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

PLUS Financial Services Org Chart

PhoneEmail
LD
United States flag for contact location.

Owner and President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is PLUS Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to PLUS Financial Services

Compare insights from companies similar to PLUS Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PLUS Financial Services

$5M
11-50
Private
-
1993
LD
Larry DuguayOwner and President
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PLUS Financial Services Tech Stack

A closer look at the technologies used by PLUS Financial Services

Top Finance Companies

Frequently Asked Questions Regarding PLUS Financial Services

What is PLUS Financial Services's official website?
PLUS Financial Services's official website is www.plusfinancial.com
What is PLUS Financial Services's Revenue?
PLUS Financial Services's revenue is $5 Million
What is PLUS Financial Services's SIC code?
PLUS Financial Services's SIC: 62,628
What is PLUS Financial Services's NAICS code?
PLUS Financial Services's NAICS: 52,523
How many employees does PLUS Financial Services have?
PLUS Financial Services has 11-50 employees
What industry does PLUS Financial Services belong to?
PLUS Financial Services is in the industry of: Finance, Securities Trading
What is PLUS Financial Services competition?
PLUS Financial Services top competitors include: Radnor Financial Advisors, Sierra Pacific Financial Advisors, First Financial Advisors, Casco Bay Wealth Advisors
What technology does PLUS Financial Services use?
Some of the popular technologies that PLUS Financial Services uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact PLUS Financial Services?
PLUS Financial Services contact info: Phone number: (941) 358-9119 Website: www.plusfinancial.com
What does PLUS Financial Services do?

PLUS Financial Services Inc. offers a comprehensive range of customized financial services, including investments, asset management, accounting, and tax consulting. The company is dedicated to providing superior service and an individualized approach to financial planning, aiming to preserve and increase clients' net worth while helping them achiev... e their financial goals. Their mission is to prioritize clients' needs and ensure their financial success. They invite potential clients to schedule a free consultation to explore their financial product offerings.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.