Rosanelli Financial Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

PO Box 27, Dana Point, California, 92629...

Phone Number

(949) 545-7361

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Rosanelli Financial Services

Rosanelli Financial Services was founded to provide independent, sound financial advice to individuals, families, as well as small businesses throughout the country. Our goal is to build an independent financial services company that provides comprehensive advice to American families. Our key values are to provide independent customized personal financial advice, to maintain the highest level of integrity, and provide our clients with exemplary service. Most importantly, it is our goal to help each and every one of our clients improve their financial situation and achieve their dreams. This communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific states referenced.Explore more
Popular SearchesRosanelli Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Rosanelli Financial Services Org Chart

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United States flag for contact location.

Owner and Insurance Agent

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Revenue

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Top Executive

Rosanelli Financial Servi...

<$5M
1-10
Private
-
-
DB
Donna BarnhoornOwner and Insurance Agent
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
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11-50
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2013
CC
Christy CovingtonVice President
<$5M
1-10
Private
-
2000
EL
Edward LewisInvestment Executive
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
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2014
<$5M
1-10
Private
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2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Rosanelli Financial Services Tech Stack

A closer look at the technologies used by Rosanelli Financial Services

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Frequently Asked Questions Regarding Rosanelli Financial Services

What is Rosanelli Financial Services's official website?
Rosanelli Financial Services's official website is financialsite.weebly.com
What is Rosanelli Financial Services's Revenue?
Rosanelli Financial Services's revenue is <$5 Million
What is Rosanelli Financial Services's SIC code?
Rosanelli Financial Services's SIC: 62,628
What is Rosanelli Financial Services's NAICS code?
Rosanelli Financial Services's NAICS: 52,523
How many employees does Rosanelli Financial Services have?
Rosanelli Financial Services has 1-10 employees
What industry does Rosanelli Financial Services belong to?
Rosanelli Financial Services is in the industry of: Finance, Securities Trading
What is Rosanelli Financial Services competition?
Rosanelli Financial Services top competitors include: Fee-Only Financial Advisors, Sullivan Financial Planning, Integrated Financial Management, Schneider Wealth Strategies
What technology does Rosanelli Financial Services use?
Some of the popular technologies that Rosanelli Financial Services uses are: Weebly
How do I contact Rosanelli Financial Services?
Rosanelli Financial Services contact info: Phone number: (949) 545-7361 Website: financialsite.weebly.com
What does Rosanelli Financial Services do?

Rosanelli Financial Services was founded to provide independent, sound financial advice to individuals, families, as well as small businesses throughout the country. Our goal is to build an independent financial services company that provides comprehensive advice to American families. Our key values are to provide independent customized personal fi... nancial advice, to maintain the highest level of integrity, and provide our clients with exemplary service. Most importantly, it is our goal to help each and every one of our clients improve their financial situation and achieve their dreams. This communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific states referenced.Read More

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

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