Slepcevich Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2375 Tamiami Trl N Ste 208, Naples, Flor...

Phone Number

(239) 435-9433

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Slepcevich Financial Group

Slepcevich Financial Group, LLC specializes in providing personalized financial services including retirement planning, investment strategies, insurance, and tax planning. They focus on building long-term relationships with clients, emphasizing trust, honesty, and integrity. The firm caters to a diverse clientele, including multigenerational families, and aims to simplify complex financial concepts to help clients achieve their unique financial goals. Their mission is to create tailored financial roadmaps that guide clients through various life transitions while nurturing open communication.Explore more
Slepcevich Financial Group's Social MediaPopular SearchesSlepcevich Financial Group LLCSlepcevich Financial GroupWilliam SlepcevichMonetary LLCSlepcevichSIC Code 62,628NAICS Code 52,523Show more

Slepcevich Financial Group Org Chart

PhoneEmail
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Type

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Founded In

Top Executive

Slepcevich Financial Grou...

<$5M
1-10
Private
-
2012
DL
Diane LinkenbergExecutive Assistant
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
-
Brooke Acre, Executive Officer and Founder at WealthReimaginedGroup
Brooke AcreExecutive Officer and Founder
<$5M
1-10
Private
-
1989
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Romy QuickExecutive Assistant
<$5M
1-10
Private
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-
SO
Samantha OrveloOffice Manager
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2010
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Slepcevich Financial Group Tech Stack

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Frequently Asked Questions Regarding Slepcevich Financial Group

What is Slepcevich Financial Group's official website?
Slepcevich Financial Group's official website is www.sfgnaples.com
What is Slepcevich Financial Group's Revenue?
Slepcevich Financial Group's revenue is <$5 Million
What is Slepcevich Financial Group's SIC code?
Slepcevich Financial Group's SIC: 62,628
What is Slepcevich Financial Group's NAICS code?
Slepcevich Financial Group's NAICS: 52,523
How many employees does Slepcevich Financial Group have?
Slepcevich Financial Group has 1-10 employees
What industry does Slepcevich Financial Group belong to?
Slepcevich Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Slepcevich Financial Group competition?
Slepcevich Financial Group top competitors include: Argosy Financial, Strategic Financial Concepts, Mastey Financial Group, WealthReimaginedGroup
What technology does Slepcevich Financial Group use?
Some of the popular technologies that Slepcevich Financial Group uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Slepcevich Financial Group?
Slepcevich Financial Group contact info: Phone number: (239) 435-9433 Website: www.sfgnaples.com
What does Slepcevich Financial Group do?

Slepcevich Financial Group, LLC specializes in providing personalized financial services including retirement planning, investment strategies, insurance, and tax planning. They focus on building long-term relationships with clients, emphasizing trust, honesty, and integrity. The firm caters to a diverse clientele, including multigenerational famili... es, and aims to simplify complex financial concepts to help clients achieve their unique financial goals. Their mission is to create tailored financial roadmaps that guide clients through various life transitions while nurturing open communication.Read More

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

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