Pruneyard Financial
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1999 S Bascom Ave Ste 508, Campbell, Cal...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Pruneyard Financial

Pruneyard Financial Group is a family-owned financial services firm established in 2000, dedicated to simplifying the complex financial lives of individuals, families, and small businesses in Silicon Valley. They offer assistance with investments, taxes, retirement planning, health and life insurance, annuities, and education funding. The firm aims to help clients understand their financial situation and achieve their goals with minimal interference. With a history of managing millions in investment portfolios and preparing thousands of tax returns, they provide personalized services through in-person, video, or phone appointments.Explore more
Pruneyard Financial's Social MediaPopular SearchesPruneyard Financial IncPruneyard Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Pruneyard Financial Org Chart

PhoneEmail
JM
United States flag for contact location.

Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pruneyard Financial

<$5M
1-10
Private
-
1986
JM
John MasegianWealth Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
TS
Tony SkoubyAttorney at Law
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pruneyard Financial Tech Stack

A closer look at the technologies used by Pruneyard Financial

Top Finance Companies

Frequently Asked Questions Regarding Pruneyard Financial

What is Pruneyard Financial's official website?
Pruneyard Financial's official website is www.pruneyardfinancial.com
What is Pruneyard Financial's Revenue?
Pruneyard Financial's revenue is <$5 Million
What is Pruneyard Financial's SIC code?
Pruneyard Financial's SIC: 62,628
What is Pruneyard Financial's NAICS code?
Pruneyard Financial's NAICS: 52,523
How many employees does Pruneyard Financial have?
Pruneyard Financial has 1-10 employees
What industry does Pruneyard Financial belong to?
Pruneyard Financial is in the industry of: Finance, Securities Trading
What is Pruneyard Financial competition?
Pruneyard Financial top competitors include: Phone Spam Filter, Mid-Missouri Directory, Coxsackie NY, EmailAddress Works.com
What technology does Pruneyard Financial use?
Some of the popular technologies that Pruneyard Financial uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
What does Pruneyard Financial do?

Pruneyard Financial Group is a family-owned financial services firm established in 2000, dedicated to simplifying the complex financial lives of individuals, families, and small businesses in Silicon Valley. They offer assistance with investments, taxes, retirement planning, health and life insurance, annuities, and education funding. The firm aims... to help clients understand their financial situation and achieve their goals with minimal interference. With a history of managing millions in investment portfolios and preparing thousands of tax returns, they provide personalized services through in-person, video, or phone appointments.Read More

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

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