Polton Financial

Banking · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2714 Easton Rd, Willow Grove, Pennsylvan...

Phone Number

(215) 659-8900

Revenue

$5.5 Million

Industry

Banking Finance Business Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Polton Financial

Polton Financial is a full-service financial institution established in 2001, specializing in tax accounting and financial services. The company caters to both individuals and businesses, offering assistance with tax preparations, audits, and resolving tax issues. With a legacy rooted in the local community, Polton Financial operates under the same family management that has served clients since its inception. Their services include in-person appointments, document drop-off options, and refund advance loans to support clients during tax season.Explore more
Polton Financial's Social MediaPopular SearchesPolton Financial IncPolton FinancialE Chase Polton IncPolton Financial Services LLCPolton Financial andSIC Code 61,614NAICS Code 52,522Show more

Polton Financial Org Chart

PhoneEmail
EP
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Compare insights from companies similar to Polton Financial, 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

Polton Financial

$5.5M
11-50
Private
-
2001
EP
E. PoltonowiczOffice Manager
<$5M
1-10
Private
-
1992
SL
Sandra LucciTax Preparer & Administrative Assistant
<$5M
1-10
Private
-
2012
JS
Josh StrotherSenior Manager, Tax
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
ML
Michelle LongExecutive Assistant
<$5M
1-10
Private
-
2010
TL
Toni LaVigneIRS Enrolled Agent
<$5M
1-10
Private
-
1987
N/A
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Polton Financial Tech Stack

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Frequently Asked Questions Regarding Polton Financial

What is Polton Financial's official website?
Polton Financial's official website is www.poltonfinancial.com
What is Polton Financial's Revenue?
Polton Financial's revenue is $5.5 Million
What is Polton Financial's SIC code?
Polton Financial's SIC: 61,614
What is Polton Financial's NAICS code?
Polton Financial's NAICS: 52,522
How many employees does Polton Financial have?
Polton Financial has 11-50 employees
What industry does Polton Financial belong to?
Polton Financial is in the industry of: Banking, Finance, Business Services
What is Polton Financial competition?
Polton Financial top competitors include: Bounds Accounting & Tax Services, Nissen And Associates, Mark D Witecki CPA, Zagotti & Burdette CPA
What technology does Polton Financial use?
Some of the popular technologies that Polton Financial uses are: BlueHost
How do I contact Polton Financial?
Polton Financial contact info: Phone number: (215) 659-8900 Website: www.poltonfinancial.com
What does Polton Financial do?

Polton Financial is a full-service financial institution established in 2001, specializing in tax accounting and financial services. The company caters to both individuals and businesses, offering assistance with tax preparations, audits, and resolving tax issues. With a legacy rooted in the local community, Polton Financial operates under the same... family management that has served clients since its inception. Their services include in-person appointments, document drop-off options, and refund advance loans to support clients during tax season.Read More

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

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