Shari Reffsin

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1 Blue Hill Plz Ste 1509 Lbby L, Pearl R...

Phone Number

(845) 368-4402

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Shari Reffsin

Reffsin Financial offers a range of financial services including financial planning, portfolio management, estate planning, retirement planning, and divorce financial planning. The company aims to empower clients, particularly women, to pursue their financial dreams and navigate the complexities of generational wealth transfer. They emphasize the importance of education and planning to ensure financial security across generations. Reffsin Financial is dedicated to providing personalized financial strategies that align with clients' values and goals.Explore more
Shari Reffsin's Social MediaPopular SearchesShari ReffsinReffsin FinancialReffsin Financial IncShari M ReffsinReffsinSIC Code 62,628NAICS Code 52,523Show more

Shari Reffsin Org Chart

PhoneEmail
HS
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Senior Software Engineer

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SR
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Certified Financial Planner & Practitioner & ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shari Reffsin

<$5M
1-10
Private
-
2020
HS
Hasan ShouibSenior Software Engineer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2020
DA
Donna AllardPresident & Cfp Professional
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
-
1999
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shari Reffsin is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Shari Reffsin Tech Stack

A closer look at the technologies used by Shari Reffsin

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Frequently Asked Questions Regarding Shari Reffsin

What is Shari Reffsin's official website?
Shari Reffsin's official website is www.reffsinfinancial.com
What is Shari Reffsin's Revenue?
Shari Reffsin's revenue is <$5 Million
What is Shari Reffsin's SIC code?
Shari Reffsin's SIC: 62,628
What is Shari Reffsin's NAICS code?
Shari Reffsin's NAICS: 52,523
How many employees does Shari Reffsin have?
Shari Reffsin has 1-10 employees
What industry does Shari Reffsin belong to?
Shari Reffsin is in the industry of: Finance, Securities Trading
What is Shari Reffsin competition?
Shari Reffsin top competitors include: VISTA Wealth Strategies, Moscaret Investment Advisory, Sowa Financial Group, Wealth Preservation Advisors
What technology does Shari Reffsin use?
Some of the popular technologies that Shari Reffsin uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Shari Reffsin?
Shari Reffsin contact info: Phone number: (845) 368-4402 Website: www.reffsinfinancial.com
What does Shari Reffsin do?

Reffsin Financial offers a range of financial services including financial planning, portfolio management, estate planning, retirement planning, and divorce financial planning. The company aims to empower clients, particularly women, to pursue their financial dreams and navigate the complexities of generational wealth transfer. They emphasize the i... mportance of education and planning to ensure financial security across generations. Reffsin Financial is dedicated to providing personalized financial strategies that align with clients' values and goals.Read More

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

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