Ross Financial

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

15130 Main St Ste 200, Mill Creek, Washi...

Phone Number

(425) 357-0400

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Ross Financial

Ross Financial Inc. is a wealth advisory firm based in Bothell, WA, specializing in personalized financial planning tailored to clients' goals and life circumstances. They provide comprehensive services including risk assessment and investment management, focusing on minimizing risk and enhancing long-term success. Their intended clients include individuals and families seeking guidance in navigating financial challenges and achieving their financial objectives. The firm prides itself on building strong relationships with clients, offering educational resources, and maintaining a high level of customer service.Explore more
Ross Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Ross Financial Org Chart

PhoneEmail
KL
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Manager, Client Services

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MG
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Property Regional Assistant & Manager

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KS
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Client Relations Specialist

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Compare Similar Companies to Ross Financial

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ross Financial

<$5M
1-10
Private
-
2015
KL
Kathy LigockiManager, Client Services
<$5M
1-10
Private
-
2021
IR
Ivan RodriguezVice President, Business Development & Relationship Manager
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
MS
Melissa SchachnerDirector, Client Accounts & Ferguson Hill Wealth Management Financial Advisor
Illustration of an envelope

Ross Financial Tech Stack

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Frequently Asked Questions Regarding Ross Financial

What is Ross Financial's official website?
Ross Financial's official website is www.rossfinancialinc.com
What is Ross Financial's Revenue?
Ross Financial's revenue is <$5 Million
What is Ross Financial's SIC code?
Ross Financial's SIC: 62,628
What is Ross Financial's NAICS code?
Ross Financial's NAICS: 52,523
How many employees does Ross Financial have?
Ross Financial has 1-10 employees
What industry does Ross Financial belong to?
Ross Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Ross Financial competition?
Ross Financial top competitors include: Ferguson Hill Wealth Management, Signature Wealth Partners, Adalan Private Wealth, Cova Wealth Management
What technology does Ross Financial use?
Some of the popular technologies that Ross Financial uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact Ross Financial?
Ross Financial contact info: Phone number: (425) 357-0400 Website: www.rossfinancialinc.com
What does Ross Financial do?

Ross Financial Inc. is a wealth advisory firm based in Bothell, WA, specializing in personalized financial planning tailored to clients' goals and life circumstances. They provide comprehensive services including risk assessment and investment management, focusing on minimizing risk and enhancing long-term success. Their intended clients include in... dividuals and families seeking guidance in navigating financial challenges and achieving their financial objectives. The firm prides itself on building strong relationships with clients, offering educational resources, and maintaining a high level of customer service.Read More

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

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