Snider Financial Group

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

12505 NE Bel Red Rd Ste 200, Bellevue, W...

Phone Number

(425) 453-7080

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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1
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About Snider Financial Group

Snider Financial Group is a holistic financial planning firm that offers a comprehensive range of services including investment advisory, tax estate planning, and insurance solutions. The firm prioritizes client interests by providing independent advice and personalized strategies, ensuring a tailored approach to wealth management. With a focus on building long-term relationships, Snider Financial Group accepts a limited number of new clients each year to maintain superior client service. Their mission is to enhance financial confidence through innovative strategies and a personal touch.Explore more
Snider Financial Group's Social MediaPopular SearchesSnider Financial Group IncSnider Financial GroupSnider FinancialSnyder Financial IncRetirement Strategies IncSIC Code 62,628NAICS Code 52,523Show more

Snider Financial Group Org Chart

PhoneEmail
CB
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Director, Investments

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SS
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Wealth Advisor

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JD
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Wealth Advisor

PhoneEmail
JK
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Wealth Advisor

PhoneEmail
KS
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Wealth Advisor

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Compare insights from companies similar to Snider Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Snider Financial Group

<$5M
1-10
Private
<$5M
2001
CB
Christopher BoisjolieDirector, Investments
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Snider Financial Group financials insights

Gather financial insights about Snider Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Snider Financial Group Tech Stack

A closer look at the technologies used by Snider Financial Group

Most Recent Scoops

Facilities Relocation / Expansion
Snider Financial Group is planning to move offices in March 2027. The move will impact approximately 20 employees at the existing office located at 12505 Ne Bel Red Rd, Suite # 200, Bellevue, WA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Snider Financial Group is planning to move offices in January 2026. The move will impact approximately 15 employees at the existing office located at 12505 Ne Bel Red Rd # 200, Bellevue, WA.
Facilities Relocation/Expansion
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Frequently Asked Questions Regarding Snider Financial Group

What is Snider Financial Group's official website?
Snider Financial Group's official website is www.sniderfinancialgroup.com
What is Snider Financial Group's Revenue?
Snider Financial Group's revenue is <$5 Million
What is Snider Financial Group's SIC code?
Snider Financial Group's SIC: 62,628
What is Snider Financial Group's NAICS code?
Snider Financial Group's NAICS: 52,523
How many employees does Snider Financial Group have?
Snider Financial Group has 1-10 employees
What industry does Snider Financial Group belong to?
Snider Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Snider Financial Group competition?
Snider Financial Group top competitors include: EverGreen Capital Management, Focus Financial Network, Sterling Total Wealth Solutions, Norris Financial Group
What technology does Snider Financial Group use?
Some of the popular technologies that Snider Financial Group uses are: Google AdSense, Squarespace Online Stores, Embedly, AppRiver
How do I contact Snider Financial Group?
Snider Financial Group contact info: Phone number: (425) 453-7080 Website: www.sniderfinancialgroup.com
What does Snider Financial Group do?

Snider Financial Group is a holistic financial planning firm that offers a comprehensive range of services including investment advisory, tax estate planning, and insurance solutions. The firm prioritizes client interests by providing independent advice and personalized strategies, ensuring a tailored approach to wealth management. With a focus on... building long-term relationships, Snider Financial Group accepts a limited number of new clients each year to maintain superior client service. Their mission is to enhance financial confidence through innovative strategies and a personal touch.Read More

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

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