Sitka Financial

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1800 Blankenship Rd Ste 125, West Linn, ...

Phone Number

(503) 908-0143

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sitka Financial

Sitka Financial provides comprehensive financial services including financial planning, investment management, risk management, retirement planning, family legacy, and tax planning. The firm aims to support clients at various stages of their financial journey, from early investors to retirees, by offering personalized strategies based on individual goals and risk tolerance. Their approach emphasizes building long-term relationships through open communication and tailored financial strategies. Sitka Financial serves a diverse clientele, including working professionals and retirees, ensuring that each client receives expert guidance to achieve their financial objectives.Explore more
Popular SearchesSitka FinancialKerri Patrick Financial ServicesPatrick Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Sitka Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sitka Financial

<$5M
1-10
Private
-
2021
KP
Kerri PatrickFinancial Professional
<$5M
11-50
Private
-
-
AW
Ari WagnerFinancial Advisor & Investment Advisor & Representative
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
-
MF
Margaret FergersonAdminitrative Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Sitka Financial Tech Stack

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Frequently Asked Questions Regarding Sitka Financial

What is Sitka Financial's official website?
Sitka Financial's official website is www.sitkafinancial.com
What is Sitka Financial's Revenue?
Sitka Financial's revenue is <$5 Million
What is Sitka Financial's SIC code?
Sitka Financial's SIC: 62,628
What is Sitka Financial's NAICS code?
Sitka Financial's NAICS: 52,523
How many employees does Sitka Financial have?
Sitka Financial has 1-10 employees
What industry does Sitka Financial belong to?
Sitka Financial is in the industry of: Finance, Securities Trading
What is Sitka Financial competition?
Sitka Financial top competitors include: Bayntree Wealth Advisors, Ari Wagner - Spartan Wealth Management, Cornerstone Financial Group, Waterstone Private Wealth Management
What technology does Sitka Financial use?
Some of the popular technologies that Sitka Financial uses are: NS1, Cloudflare Website Optimization, Proofpoint, Datadog
How do I contact Sitka Financial?
Sitka Financial contact info: Phone number: (503) 908-0143 Website: www.sitkafinancial.com
What does Sitka Financial do?

Sitka Financial provides comprehensive financial services including financial planning, investment management, risk management, retirement planning, family legacy, and tax planning. The firm aims to support clients at various stages of their financial journey, from early investors to retirees, by offering personalized strategies based on individual... goals and risk tolerance. Their approach emphasizes building long-term relationships through open communication and tailored financial strategies. Sitka Financial serves a diverse clientele, including working professionals and retirees, ensuring that each client receives expert guidance to achieve their financial objectives.Read More

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

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