Sasson Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2909 Ocean Dr Ste 3, Oxnard, California,...

Phone Number

(805) 985-6809

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Sasson Financial Group

Sasson Financial Group offers a disciplined consultative approach to financial planning, focusing on customized asset management strategies that align with individual client objectives while managing risk. Their services include long-term care insurance, life insurance, individual health, and disability income insurance, catering to clients navigating various life transitions. The firm emphasizes seamless coordination with existing advisors to ensure comprehensive financial solutions in a complex environment. Committed to high service levels, they monitor portfolios and adjust strategies to meet clients' evolving financial goals throughout different life stages.Explore more
Sasson Financial Group's Social MediaPopular SearchesSasson Financial GroupSasson Financial Group & Inscom SassonFinancialGroupSasson Financial Group & InsuranceSasson Financial Group & Insurance ServiceSIC Code 62,628NAICS Code 52,523Show more

Sasson Financial Group Org Chart

PhoneEmail
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United States flag for contact location.

Executive Assistant

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United States flag for contact location.

Financial Planner

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sasson Financial Group

<$5M
1-10
Private
-
-
SW
Shelly WardExecutive Assistant
$6.6M
11-50
Private
-
2004
DY
Donnel YoungChairman & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
RB
Ryan BoudreauFinancial Professional
<$5M
1-10
Private
-
2001
BL
Bruce LanciaRegistered Representative and Investment Advisor Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sasson Financial Group Tech Stack

A closer look at the technologies used by Sasson Financial Group

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Frequently Asked Questions Regarding Sasson Financial Group

What is Sasson Financial Group's official website?
Sasson Financial Group's official website is www.sassonfinancial.com
What is Sasson Financial Group's Revenue?
Sasson Financial Group's revenue is <$5 Million
What is Sasson Financial Group's SIC code?
Sasson Financial Group's SIC: 62,628
What is Sasson Financial Group's NAICS code?
Sasson Financial Group's NAICS: 52,523
How many employees does Sasson Financial Group have?
Sasson Financial Group has 1-10 employees
What industry does Sasson Financial Group belong to?
Sasson Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Sasson Financial Group competition?
Sasson Financial Group top competitors include: New Era Investments, B Anthony, Boudreau Financial Group, Victory Financial Planning
What technology does Sasson Financial Group use?
Some of the popular technologies that Sasson Financial Group uses are: Proofpoint, Google Font API, Google Tag Manager, Font Awesome
How do I contact Sasson Financial Group?
Sasson Financial Group contact info: Phone number: (805) 985-6809 Website: www.sassonfinancial.com
What does Sasson Financial Group do?

Sasson Financial Group offers a disciplined consultative approach to financial planning, focusing on customized asset management strategies that align with individual client objectives while managing risk. Their services include long-term care insurance, life insurance, individual health, and disability income insurance, catering to clients navigat... ing various life transitions. The firm emphasizes seamless coordination with existing advisors to ensure comprehensive financial solutions in a complex environment. Committed to high service levels, they monitor portfolios and adjust strategies to meet clients' evolving financial goals throughout different life stages.Read More

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

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