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
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
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1

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. The company focuses on developing strategies that minimize risk and enhance long-term success through thorough investment research. Their services cater to individuals and families seeking financial clarity and confidence in managing their investments. With a dedicated team of experienced advisors, Ross Financial Inc. emphasizes building strong relationships with clients to understand their unique values and objectives.Explore more
Ross Financial's Social MediaPopular SearchesRoss Financial IncRaymond James Financial Services IncRossfinancialSIC Code 62,628NAICS Code 52,523Show more

Ross Financial Org Chart

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JW
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Controller

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Paraplanner

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Client Relationship Specialist

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ross Financial

<$5M
1-10
Private
-
2015
JW
Janet WoodController
<$5M
1-10
Private
-
2001
KC
Karen CapenClient Relations Advisor
<$5M
1-10
Private
-
2021
IR
Ivan RodriguezVice President, Business Development & Relationship Manager
<$5M
1-10
Private
-
1992
SP
Shannon PitnerFounder & CEO
<$5M
1-10
Private
-
2011
LV
Lee VaughanManaging Partner, Financial Advisor (RJFS)
<$5M
1-10
Private
-
-
MS
Melissa SchachnerDirector, Client Accounts & Ferguson Hill Wealth Management Financial Advisor
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Ross Financial Tech Stack

A closer look at the technologies used by Ross Financial

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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
What is Ross Financial competition?
Ross Financial top competitors include: Ferguson Hill Wealth Management, Signature Wealth Partners, Adalan Private Wealth, Shannon Pitner Cfp
What technology does Ross Financial use?
Some of the popular technologies that Ross Financial uses are: WordPress.org, reCAPTCHA, PHP, Bitly
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. The company focuses on developing strategies that minimize risk and enhance long-term success through thorough investment research. Their services cater to individuals and families se... eking financial clarity and confidence in managing their investments. With a dedicated team of experienced advisors, Ross Financial Inc. emphasizes building strong relationships with clients to understand their unique values and objectives.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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