Sachs Financial
Finance · Missouri, United States · 1-10 Employees
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Overview
Headquarters
12400 Olive Blvd Ste 305, Creve Coeur, M...Phone Number
(314) 266-9845Website
www.sachsfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
About Sachs Financial
Sachs Financial is a boutique financial firm based in St. Louis that specializes in personalized financial planning, investment management, and retirement solutions. They offer a range of services including income planning, wealth management, tax planning, healthcare and long-term care, and legacy and estate planning. Their primary clients are individuals and families seeking to build and protect their wealth for a secure future. With over a decade of experience, Sachs Financial is dedicated to providing customized, one-on-one attention to help clients navigate their financial journeys.Explore more
Sachs Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2017
KS
Kevin SmithPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
Company Profile Activity
Activity Insights
Sachs Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Sachs Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sachs Financial.
Sachs Financial financials insights
Gather financial insights about Sachs Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$31K
Sachs Financial Tech Stack
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Sachs Financial is a boutique financial firm based in St. Louis that specializes in personalized financial planning, investment management, and retirement solutions. They offer a range of services including income planning, wealth management, tax planning, healthcare and long-term care, and legacy and estate planning. Their primary clients are indi... Read More
