Saugatuck Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

274 Riverside Ave Ste 4, Westport, Conne...

Phone Number

(203) 221-5275

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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2
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About Saugatuck Financial

Saugatuck Financial, an office of Northwestern Mutual located in Westport, CT, specializes in creating and implementing comprehensive financial plans for clients. Their services include risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning. The firm is dedicated to providing tailored strategies and a high level of client service, ensuring clients are active participants in their financial planning. Saugatuck Financial aims to help clients achieve financial peace of mind by understanding their unique goals and values.Explore more
Saugatuck Financial's Social MediaPopular SearchesSaugatuck FinancialSaugatuck Financial GroupSaugatuck Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Saugatuck Financial Org Chart

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JO
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Chief Operating Officer

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Insurance Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saugatuck Financial

<$5M
1-10
Private
-
1982
JO
Julie OhChief Operating Officer
<$5M
11-50
Private
<$5M
2014
SW
Stephanie WahlundDirector, People
<$5M
1-10
Private
-
-
JG
Julie GaonFinancial Associate & Representative
<$5M
1-10
Private
-
2001
IG
Ian GundersenDirector, Insurance Operations
<$5M
1-10
Private
-
-
RY
Ryan YoungChief Operations Officer
<$5M
1-10
Private
-
-
WB
Whitney BurrDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Saugatuck Financial Tech Stack

A closer look at the technologies used by Saugatuck Financial

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Frequently Asked Questions Regarding Saugatuck Financial

What is Saugatuck Financial's official website?
Saugatuck Financial's official website is www.saugatuck-financial.com
What is Saugatuck Financial's Revenue?
Saugatuck Financial's revenue is <$5 Million
What is Saugatuck Financial's SIC code?
Saugatuck Financial's SIC: 62,628
What is Saugatuck Financial's NAICS code?
Saugatuck Financial's NAICS: 52,523
How many employees does Saugatuck Financial have?
Saugatuck Financial has 1-10 employees
What industry does Saugatuck Financial belong to?
Saugatuck Financial is in the industry of: Finance, Insurance, Securities Trading
What is Saugatuck Financial competition?
Saugatuck Financial top competitors include: Strategic View Advisors, Gindy Todd, Seleskie Financial, Erpelding Wealth Management
What technology does Saugatuck Financial use?
Some of the popular technologies that Saugatuck Financial uses are: reCAPTCHA, Adobe Activation, YouTube, Google Tag Manager
How do I contact Saugatuck Financial?
Saugatuck Financial contact info: Phone number: (203) 221-5275 Website: www.saugatuck-financial.com
What does Saugatuck Financial do?

Saugatuck Financial, an office of Northwestern Mutual located in Westport, CT, specializes in creating and implementing comprehensive financial plans for clients. Their services include risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning. The firm is dedicated to providing tailored strate... gies and a high level of client service, ensuring clients are active participants in their financial planning. Saugatuck Financial aims to help clients achieve financial peace of mind by understanding their unique goals and values.Read More

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

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