Sikes Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

123 NW 13th St Ste 214-1, Boca Raton, Fl...

Phone Number

(561) 529-9191

Revenue

<$5 Million

Industry

Finance Training Education Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Sikes Financial Services

Sikes Financial Services, LLC offers comprehensive financial education and services tailored for teenagers, parents, young professionals, and small business owners at an affordable monthly fee. Their programs, including the Financial Independence Program and the 2 x 20 Financial Program, focus on teaching financial decision-making and principles while providing personalized financial planning and investment management. The company emphasizes real-world applications of financial concepts through accessible resources and ongoing support from licensed financial advisors. Led by CEO Eric Sikes, the firm is dedicated to empowering clients to achieve their financial goals and engage in meaningful financial conversations.Explore more
Sikes Financial Services's Social MediaPopular SearchesSikes Financial Services LLCFinancialize ItSIC Code 62,628NAICS Code 52,523Show more

Sikes Financial Services Org Chart

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Chief Executive Officer

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JK
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Senior Client Services Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sikes Financial Services

<$5M
1-10
Private
-
2018
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.3M
11-50
Private
-
1997
<$5M
11-50
Private
<$5M
1991
JD
Jennifer DavisHead of Planning
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sikes Financial Services Tech Stack

A closer look at the technologies used by Sikes Financial Services

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Frequently Asked Questions Regarding Sikes Financial Services

What is Sikes Financial Services's official website?
Sikes Financial Services's official website is www.sikesfinancialservices.com
What is Sikes Financial Services's Revenue?
Sikes Financial Services's revenue is <$5 Million
What is Sikes Financial Services's SIC code?
Sikes Financial Services's SIC: 62,628
What is Sikes Financial Services's NAICS code?
Sikes Financial Services's NAICS: 52,523
How many employees does Sikes Financial Services have?
Sikes Financial Services has 1-10 employees
What industry does Sikes Financial Services belong to?
Sikes Financial Services is in the industry of: Finance, Training, Education
What is Sikes Financial Services competition?
Sikes Financial Services top competitors include: Pillar Wealth Management, Wealth Advisory Services, Sterling Total Wealth Solutions, ML&R Wealth Management
What technology does Sikes Financial Services use?
Some of the popular technologies that Sikes Financial Services uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact Sikes Financial Services?
Sikes Financial Services contact info: Phone number: (561) 529-9191 Website: www.sikesfinancialservices.com
What does Sikes Financial Services do?

Sikes Financial Services, LLC offers comprehensive financial education and services tailored for teenagers, parents, young professionals, and small business owners at an affordable monthly fee. Their programs, including the Financial Independence Program and the 2 x 20 Financial Program, focus on teaching financial decision-making and principles wh... ile providing personalized financial planning and investment management. The company emphasizes real-world applications of financial concepts through accessible resources and ongoing support from licensed financial advisors. Led by CEO Eric Sikes, the firm is dedicated to empowering clients to achieve their financial goals and engage in meaningful financial conversations.Read More

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

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