Seek First
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Seek First
Seek First Inc is an independent, fee-only financial consulting firm based in San Jose, CA, dedicated to providing expert guidance for secure financial futures. The company offers comprehensive financial planning solutions, including tax planning, investment management, retirement, real estate, insurance, and estate planning. Their mission is to help clients unlock abundance by partnering, educating, and guiding them towards financial confidence. Seek First Inc serves discerning clients who seek customized, relationship-based advice to manage the complexities of wealth.Explore more
Seek First Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
Company Profile Activity
Activity Insights
Seek First is experiencing very low activity levels compared to other companies in the Finance sector.
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Seek First is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Seek First.
Seek First Tech Stack
A closer look at the technologies used by Seek First
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Seek First Inc is an independent, fee-only financial consulting firm based in San Jose, CA, dedicated to providing expert guidance for secure financial futures. The company offers comprehensive financial planning solutions, including tax planning, investment management, retirement, real estate, insurance, and estate planning. Their mission is to he... Read More
