Senior Finance Advisor

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

2929 1st Ave, Seattle, Washington, 98121...

Phone Number

(888) 346-0211

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Senior Finance Advisor

Senior Finance Advisor specializes in connecting individuals with certified financial advisors, fiduciary advisors, retirement planners, and wealth managers across the United States. The company provides resources and tools tailored for seniors to help them achieve their financial goals, including retirement planning and investment strategies. Their comprehensive directory allows clients to find pre-screened financial professionals and access expert advice. Senior Finance Advisor aims to simplify the process of finding reputable financial guidance for seniors seeking to secure their financial future.Explore more
Senior Finance Advisor's Social MediaPopular SearchesSenior Finance Advisor IncCalico Investment CorpBlacksmith Advisors LLCDavie Investments LLCCalico Investment ManagementSIC Code 62,628NAICS Code 52,523Show more

Senior Finance Advisor Org Chart

PhoneEmail
JM
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Executive Assistant

PhoneEmail
AR
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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Senior Finance Advisor

<$5M
11-50
Private
-
2004
JM
Jacqueline MurphyExecutive Assistant
$6.8M
1-10
Private
-
2009
AA
Alyssa AdamsDirector, Operations
$5.2M
11-50
Private
-
2016
JS
James SloopManager, Branch Operations
<$5M
11-50
Private
<$5M
2015
LB
Lindsey BoettigheimerChief Compliance Officer
<$5M
1-10
Private
-
-
TV
Timothy VeazeyPrivate Wealth Advisor
<$5M
11-50
Private
-
1950
<$5M
1-10
Private
-
1989
JT
James TauszFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Senior Finance Advisor is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Senior Finance Advisor Tech Stack

A closer look at the technologies used by Senior Finance Advisor

Top Finance Companies

Frequently Asked Questions Regarding Senior Finance Advisor

What is Senior Finance Advisor's official website?
Senior Finance Advisor's official website is www.seniorfinanceadvisor.com
What is Senior Finance Advisor's Revenue?
Senior Finance Advisor's revenue is <$5 Million
What is Senior Finance Advisor's SIC code?
Senior Finance Advisor's SIC: 62,628
What is Senior Finance Advisor's NAICS code?
Senior Finance Advisor's NAICS: 52,523
How many employees does Senior Finance Advisor have?
Senior Finance Advisor has 11-50 employees
What industry does Senior Finance Advisor belong to?
Senior Finance Advisor is in the industry of: Finance, Securities Trading
What is Senior Finance Advisor competition?
Senior Finance Advisor top competitors include: Bay Financial Associates, Bradford Financial Center, Founders Financial Alliance, Legacy Wealth Management
What technology does Senior Finance Advisor use?
Some of the popular technologies that Senior Finance Advisor uses are: Cloudflare Website Optimization, Google AdSense, DoubleClick, Bing Ads
How do I contact Senior Finance Advisor?
Senior Finance Advisor contact info: Phone number: (888) 346-0211 Website: www.seniorfinanceadvisor.com
What does Senior Finance Advisor do?

Senior Finance Advisor specializes in connecting individuals with certified financial advisors, fiduciary advisors, retirement planners, and wealth managers across the United States. The company provides resources and tools tailored for seniors to help them achieve their financial goals, including retirement planning and investment strategies. Thei... r comprehensive directory allows clients to find pre-screened financial professionals and access expert advice. Senior Finance Advisor aims to simplify the process of finding reputable financial guidance for seniors seeking to secure their financial future.Read More

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

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