SFS Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

521 E Lincoln Rd, Kokomo, Indiana, 46902...

Phone Number

(765) 453-3355

Revenue

<$5 Million

Industry

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

About SFS Wealth Management

SFS Wealth Management is a financial services firm based in Central Indiana that specializes in personalized wealth management solutions, including investment, retirement, and wealth preservation services. The company emphasizes the importance of building relationships and offers a dedicated partnership to guide clients through their financial journeys. Their approach is centered on careful planning and customized strategies to help clients achieve their financial goals. SFS Wealth Management serves individuals across various states, providing trusted and reliable financial information.Explore more
SFS Wealth Management's Social MediaPopular SearchesSFS Wealth ManagementSfs Wealth Management IncSfs IncSnow William E CfpWilliam E Snow Certified Financial PlannerSIC Code 62,628NAICS Code 52,523Show more

SFS Wealth Management Org Chart

PhoneEmail
MM
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SFS Wealth Management

<$5M
1-10
Private
-
1992
MM
Melissa McFaddenManager, Operations
$6.5M
11-50
Private
-
2011
MB
Michael BurgoyneFounder & Wealth Advisor
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
$5.7M
1-10
Private
-
2004
DS
Dianne SmithExecutive Assistant
<$5M
1-10
Private
-
-
TH
Thomas HerrinData Scientist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SFS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

SFS Wealth Management Tech Stack

A closer look at the technologies used by SFS Wealth Management

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Frequently Asked Questions Regarding SFS Wealth Management

What is SFS Wealth Management's official website?
SFS Wealth Management's official website is www.sfsplan.com
What is SFS Wealth Management's Revenue?
SFS Wealth Management's revenue is <$5 Million
What is SFS Wealth Management's SIC code?
SFS Wealth Management's SIC: 62,628
What is SFS Wealth Management's NAICS code?
SFS Wealth Management's NAICS: 52,523
How many employees does SFS Wealth Management have?
SFS Wealth Management has 1-10 employees
What industry does SFS Wealth Management belong to?
SFS Wealth Management is in the industry of: Finance, Securities Trading
What is SFS Wealth Management competition?
SFS Wealth Management top competitors include: Copper Canyon Wealth Management, Copelin Financial Advisors, Strategic Financial Concepts, Herrin Financial
What technology does SFS Wealth Management use?
Some of the popular technologies that SFS Wealth Management uses are: Google Universal Analytics, Eploy, Smarsh, Engage ATS
How do I contact SFS Wealth Management?
SFS Wealth Management contact info: Phone number: (765) 453-3355 Website: www.sfsplan.com
What does SFS Wealth Management do?

SFS Wealth Management is a financial services firm based in Central Indiana that specializes in personalized wealth management solutions, including investment, retirement, and wealth preservation services. The company emphasizes the importance of building relationships and offers a dedicated partnership to guide clients through their financial jour... neys. Their approach is centered on careful planning and customized strategies to help clients achieve their financial goals. SFS Wealth Management serves individuals across various states, providing trusted and reliable financial information.Read More

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

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