Scott & Associates

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

709 Tacoma Dr, Garland, Texas, 75043, Un...

Phone Number

(713) 957-0685

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Scott & Associates

Scott & Associates of Texas provides financial advisory services focused on wealth and asset management, particularly for retirement planning. The firm offers a holistic approach to financial strategy through their I H.E.A.R.T. Retirement process, which includes goal setting, estate planning, advanced financial planning, retirement income strategies, and tax-efficient strategies. Their intended clients are individuals seeking to secure their financial future and navigate the complexities of retirement income. The company also hosts educational workshops and webinars to help clients understand various financial topics.Explore more
Scott & Associates's Social MediaPopular SearchesScott & AssociatesScott & Associates of TexasScott & Associates CPAScott & Associates of Texas IncScott and Associates IncSIC Code 62,628NAICS Code 52,523Show more

Scott & Associates Org Chart

PhoneEmail
KM
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Chief Financial Officer

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HS
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President and CPA

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EE
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Senior Manager, Accounting

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BH
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Process Manager and Internal Auditor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scott & Associates

<$5M
11-50
Private
-
1983
KM
Kevin MineardChief Financial Officer
<$5M
1-10
Private
-
2004
JB
Jennifer BetzOffice Manager
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2005
GD
Gabrielle DuranRelationship Manager
<$5M
1-10
Private
-
2012
Gerard Dougherty, President & Founder at Boston Independence Group
Gerard DoughertyPresident & Founder
<$5M
1-10
Private
-
-
JB
Janet BarrettDirector, Administration & GSD Engineer
<$5M
1-10
Private
-
2009
EJ
Eric JudyFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Scott & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Scott & Associates Tech Stack

A closer look at the technologies used by Scott & Associates

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Frequently Asked Questions Regarding Scott & Associates

What is Scott & Associates's official website?
Scott & Associates's official website is www.scottandassociatesoftexas.com
What is Scott & Associates's Revenue?
Scott & Associates's revenue is <$5 Million
What is Scott & Associates's SIC code?
Scott & Associates's SIC: 62,628
What is Scott & Associates's NAICS code?
Scott & Associates's NAICS: 52,523
How many employees does Scott & Associates have?
Scott & Associates has 11-50 employees
What industry does Scott & Associates belong to?
Scott & Associates is in the industry of: Finance, Securities Trading
What is Scott & Associates competition?
Scott & Associates top competitors include: Boston Independence Group, Judy Financial Group, Triangle Advisors Group, Flaherty Financial Group
What technology does Scott & Associates use?
Some of the popular technologies that Scott & Associates uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
Who is the CFO of Scott & Associates?
Scott & Associates's CFO is Kevin Mineard
How do I contact Scott & Associates?
Scott & Associates contact info: Phone number: (713) 957-0685 Website: www.scottandassociatesoftexas.com
What does Scott & Associates do?

Scott & Associates of Texas provides financial advisory services focused on wealth and asset management, particularly for retirement planning. The firm offers a holistic approach to financial strategy through their I H.E.A.R.T. Retirement process, which includes goal setting, estate planning, advanced financial planning, retirement income strategie... s, and tax-efficient strategies. Their intended clients are individuals seeking to secure their financial future and navigate the complexities of retirement income. The company also hosts educational workshops and webinars to help clients understand various financial topics.Read More

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

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