Roach Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

6835 Porto Fino Cir Ste 2, Fort Myers, F...

Phone Number

(239) 275-9233

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Roach Financial Services

Roach Financial Services is an independent financial consulting firm focused on helping clients build wealth and protect their assets. The firm collaborates with leading brokerage firms and insurance providers to create customized portfolios tailored to individual client needs. Their services include financial planning, investment strategies, and resources such as calculators and newsletters. Roach Financial Services is dedicated to maintaining loyalty to their clients without the influence of a parent company.Explore more
Popular SearchesRoach Financial ServicesRoach Financial Services IncRoach FinancialRoach Michael DSIC Code 62,628NAICS Code 52,523Show more

Roach Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roach Financial Services

<$5M
1-10
Private
-
2000
DR
Donna RoachOffice Manager
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
RS
Richard SchooleyFinancial Advisor
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2020
BN
Barbara NaranjoManager, Hiring
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Roach Financial Services Tech Stack

A closer look at the technologies used by Roach Financial Services

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Frequently Asked Questions Regarding Roach Financial Services

What is Roach Financial Services's official website?
Roach Financial Services's official website is www.roachfinancial.com
What is Roach Financial Services's Revenue?
Roach Financial Services's revenue is <$5 Million
What is Roach Financial Services's SIC code?
Roach Financial Services's SIC: 62,628
What is Roach Financial Services's NAICS code?
Roach Financial Services's NAICS: 52,523
How many employees does Roach Financial Services have?
Roach Financial Services has 1-10 employees
What industry does Roach Financial Services belong to?
Roach Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Roach Financial Services competition?
Roach Financial Services top competitors include: Old Glory Financial, Compass Financial Services, Copper Canyon Wealth Management, Waterford Advisors
What technology does Roach Financial Services use?
Some of the popular technologies that Roach Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Smarsh, Neustar UltraDNS
How do I contact Roach Financial Services?
Roach Financial Services contact info: Phone number: (239) 275-9233 Website: www.roachfinancial.com
What does Roach Financial Services do?

Roach Financial Services is an independent financial consulting firm focused on helping clients build wealth and protect their assets. The firm collaborates with leading brokerage firms and insurance providers to create customized portfolios tailored to individual client needs. Their services include financial planning, investment strategies, and r... esources such as calculators and newsletters. Roach Financial Services is dedicated to maintaining loyalty to their clients without the influence of a parent company.Read More

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

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