Service Financial

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

PO Box 170186, Whitefish Bay, Wisconsin,...

Phone Number

(414) 324-8935

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Service Financial

Service Financial, LLC is a financial management and advisory company with offices in the Midwest. We help our clients turn affluence into wealthby defining their objectives, preserving their assets, increasing their income and reducing their tax burden. Our goal is substantial and sustainable wealth. We provide comprehensive financial services including asset and liability management, financial and retirement planning, and mortgage lending. We also offer an innovative partnership service designed to add dimension to the services of tax professionals, attorneys, financial service professionals and real estate professionals. By continually utilizing new technology and providing customized solutions, we deliver the highest degree of service to our clients and our partners.Explore more
Service Financial's Social MediaPopular SearchesService Financial LLCService FinancialBedrock Managed ServiceServi-financial LLCSIC Code 62,628NAICS Code 52,523Show more

Service Financial Org Chart

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Stephane Masson, Chief Financial Officer at Service Financial
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Chief Financial Officer

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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Service Financial

<$5M
11-50
Private
-
1995
Stephane Masson, Chief Financial Officer at Service Financial
Stephane MassonChief Financial Officer
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2007
MC
Michael CushnerOwner-Broker Hard Money Lender
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Service Financial Tech Stack

A closer look at the technologies used by Service Financial

Top Finance Companies

Frequently Asked Questions Regarding Service Financial

What is Service Financial's official website?
Service Financial's official website is www.servicefinancial.com
What is Service Financial's Revenue?
Service Financial's revenue is <$5 Million
What is Service Financial's SIC code?
Service Financial's SIC: 62,628
What is Service Financial's NAICS code?
Service Financial's NAICS: 52,523
How many employees does Service Financial have?
Service Financial has 11-50 employees
What industry does Service Financial belong to?
Service Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Service Financial competition?
Service Financial top competitors include: Cabot Lodge Securities, Bay Harbor Wealth Management, Cushner Capital Group, Ridley Wealth Strategies
What technology does Service Financial use?
Some of the popular technologies that Service Financial uses are: Google Font API, Font Awesome, DigiCert, ASP.NET
Who is the CFO of Service Financial?
Service Financial's CFO is Stephane Masson
How do I contact Service Financial?
Service Financial contact info: Phone number: (414) 324-8935 Website: www.servicefinancial.com
What does Service Financial do?

Service Financial, LLC is a financial management and advisory company with offices in the Midwest. We help our clients turn affluence into wealthby defining their objectives, preserving their assets, increasing their income and reducing their tax burden. Our goal is substantial and sustainable wealth. We provide comprehensive financial services inc... luding asset and liability management, financial and retirement planning, and mortgage lending. We also offer an innovative partnership service designed to add dimension to the services of tax professionals, attorneys, financial service professionals and real estate professionals. By continually utilizing new technology and providing customized solutions, we deliver the highest degree of service to our clients and our partners.Read More

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

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