Short Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

2301 Stonehenge Dr Ste 101, Raleigh, Nor...

Phone Number

(919) 406-1818

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Short Financial

Short Financial provides a comprehensive range of financial services including financial planning, retirement planning, investment management, estate planning, and tax planning. The firm aims to be a trusted advisor for individuals and families navigating changes in their careers and lives. Their focus is on understanding client goals and developing tailored strategies to achieve financial security in a tax-efficient manner. With a dedicated team of certified professionals, they strive to mitigate taxes and enhance clients' financial well-being.Explore more
Popular SearchesShort FinancialAccu-TaxAccutaxSIC Code 62,628NAICS Code 52,523Show more

Short Financial Org Chart

PhoneEmail
JS
United States flag for contact location.

Licensed Assistant and Life Insurance Special...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Short Financial

<$5M
1-10
Private
-
-
JS
John ShortLicensed Assistant and Life Insurance Specialist
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2003
CL
Cindy Le BelAdmin and Executive Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Short Financial Tech Stack

A closer look at the technologies used by Short Financial

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Frequently Asked Questions Regarding Short Financial

What is Short Financial's official website?
Short Financial's official website is www.short-financial.com
What is Short Financial's Revenue?
Short Financial's revenue is <$5 Million
What is Short Financial's SIC code?
Short Financial's SIC: 62,628
What is Short Financial's NAICS code?
Short Financial's NAICS: 52,523
How many employees does Short Financial have?
Short Financial has 1-10 employees
What industry does Short Financial belong to?
Short Financial is in the industry of: Finance, Securities Trading
What is Short Financial competition?
Short Financial top competitors include: Fountainhead Wealth, Waterford Advisors, Talarico and Associates, EGL Investments
What technology does Short Financial use?
Some of the popular technologies that Short Financial uses are: Drupal, Google Font API, Google Tag Manager, GoDaddy DNS
How do I contact Short Financial?
Short Financial contact info: Phone number: (919) 406-1818 Website: www.short-financial.com
What does Short Financial do?

Short Financial provides a comprehensive range of financial services including financial planning, retirement planning, investment management, estate planning, and tax planning. The firm aims to be a trusted advisor for individuals and families navigating changes in their careers and lives. Their focus is on understanding client goals and developin... g tailored strategies to achieve financial security in a tax-efficient manner. With a dedicated team of certified professionals, they strive to mitigate taxes and enhance clients' financial well-being.Read More

Is Short Financial a public company?
Short Financial is private company therefore does not currently have an official ticker symbol
See more information about Short Financial

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