Seek First
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1999 S Bascom Ave Ste 700, Campbell, Cal...Phone Number
(866) 398-4044Website
www.seekfirstinc.comRevenue
<$5 MillionIndustry
About Seek First
Seek First specializes in comprehensive wealth management tailored for Christian families, focusing on financial clarity and stewardship grounded in Biblical values. They provide a range of services including retirement planning, tax strategy, investment management, estate planning, and risk management, all designed to optimize clients' financial lives. Their target clients are families with over $1 million in investable assets who seek coordinated financial advice that aligns with their values and goals. Committed to generosity, Seek First donates 100% of its profits annually, emphasizing their mission to help families create lasting impact through their wealth.Explore more
Seek First Org Chart
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Seek First specializes in comprehensive wealth management tailored for Christian families, focusing on financial clarity and stewardship grounded in Biblical values. They provide a range of services including retirement planning, tax strategy, investment management, estate planning, and risk management, all designed to optimize clients' financial l... Read More
