Sherpa Financial

Finance · Delaware, United States · 11-50 Employees

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Overview

Headquarters

722 Yorklyn Rd Ste 300, Hockessin, Delaw...

Phone Number

(302) 235-1284

Revenue

$5.1 Million

Industry

Finance Securities Trading

About Sherpa Financial

Sherpa Financial offers a range of financial services including retirement planning, investment advice, estate planning, and tax consultation. Their mission is to help clients achieve their financial goals through personalized strategies such as Life Mapping and Legacy Planning. The firm caters to individuals facing retirement or seeking to understand investment opportunities in today's economic environment. With a dedicated team of advisors, Sherpa Financial aims to address clients' pressing financial questions and provide guidance for a secure financial future.Explore more
Sherpa Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Sherpa Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sherpa Financial

$5.1M
11-50
Private
-
1999
$7.9M
1-10
Private
-
1991
DL
Deone LewellingOffice Manager
<$5M
11-50
Private
<$5M
-
JZ
Janice ZachManager, Business
<$5M
11-50
Private
-
1987
PB
Phillip BellPartner and President, LPL Investment Advisor Representative
<$5M
1-10
Private
-
1984
AS
Allison SchwartzManager, Client Services
Illustration of an envelope

Sherpa Financial Tech Stack

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Frequently Asked Questions Regarding Sherpa Financial

What is Sherpa Financial's official website?
Sherpa Financial's official website is www.sherpafinancial.com
What is Sherpa Financial's Revenue?
Sherpa Financial's revenue is $5.1 Million
What is Sherpa Financial's SIC code?
Sherpa Financial's SIC: 62,628
What is Sherpa Financial's NAICS code?
Sherpa Financial's NAICS: 52,523
How many employees does Sherpa Financial have?
Sherpa Financial has 11-50 employees
What industry does Sherpa Financial belong to?
Sherpa Financial is in the industry of: Finance, Securities Trading
What is Sherpa Financial competition?
Sherpa Financial top competitors include: JFC Financial Services, Financial Planning Resources, US Investors International, Center for Wealth Management
What technology does Sherpa Financial use?
Some of the popular technologies that Sherpa Financial uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact Sherpa Financial?
Sherpa Financial contact info: Phone number: (302) 235-1284 Website: www.sherpafinancial.com
What does Sherpa Financial do?

Sherpa Financial offers a range of financial services including retirement planning, investment advice, estate planning, and tax consultation. Their mission is to help clients achieve their financial goals through personalized strategies such as Life Mapping and Legacy Planning. The firm caters to individuals facing retirement or seeking to underst... and investment opportunities in today's economic environment. With a dedicated team of advisors, Sherpa Financial aims to address clients' pressing financial questions and provide guidance for a secure financial future.Read More

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

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