Sofer Steiner & Associates

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2700 Post Oak Blvd Ste 1150, Houston, Te...

Phone Number

(713) 626-2145

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sofer Steiner & Associates

Sofer Steiner & Associates, LLP is a boutique financial services firm located in the Uptown Galleria District of Houston, Texas, with over 90 years of experience. They specialize in providing tailored financial strategies for individuals, families, and businesses, focusing on areas such as retirement and investment planning, estate planning, life insurance, and long-term care. The firm emphasizes building long-term partnerships with clients, ensuring a personal approach to financial services. Their primary clientele includes residents and businesses in the greater Houston area.Explore more
Sofer Steiner & Associates's Social MediaPopular SearchesSofer Steiner & Associates LLPRoger S Sofer & Associates IncSofer Steiner & AssociatesDan SteinerSteiner & Associates LLPSIC Code 62,628NAICS Code 52,523Show more

Sofer Steiner & Associates Org Chart

PhoneEmail
DS
United States flag for contact location.

Founding Partner

PhoneEmail
JW
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Senior Executive Assistant

PhoneEmail
FW
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Executive Assistant To Dan C

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JV
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Lpl Financial Advisor

PhoneEmail
VM
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Administrative Assistant

PhoneEmail
HK
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Administrative Assistant

PhoneEmail

PhoneEmail
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Compare Similar Companies to Sofer Steiner & Associates

Compare insights from companies similar to Sofer Steiner & Associates, 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

Sofer Steiner & Associate...

<$5M
1-10
Private
-
1981
DS
Dan SteinerFounding Partner
<$5M
1-10
Private
-
2011
LW
Lancent WarrenPresident & Manager, Private Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1971
N/A
<$5M
1-10
Private
-
-
JL
Jeffrey LovettVice President
<$5M
1-10
Private
-
-
DC
Daniel ChavaydaRegistered Principal and Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sofer Steiner & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sofer Steiner & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sofer Steiner & Associates.

Sofer Steiner & Associates Tech Stack

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Frequently Asked Questions Regarding Sofer Steiner & Associates

What is Sofer Steiner & Associates's official website?
Sofer Steiner & Associates's official website is www.sofersteiner.com
What is Sofer Steiner & Associates's Revenue?
Sofer Steiner & Associates's revenue is <$5 Million
What is Sofer Steiner & Associates's SIC code?
Sofer Steiner & Associates's SIC: 62,628
What is Sofer Steiner & Associates's NAICS code?
Sofer Steiner & Associates's NAICS: 52,523
How many employees does Sofer Steiner & Associates have?
Sofer Steiner & Associates has 1-10 employees
What industry does Sofer Steiner & Associates belong to?
Sofer Steiner & Associates is in the industry of: Finance, Securities Trading
What is Sofer Steiner & Associates competition?
Sofer Steiner & Associates top competitors include: LC Warren Group, LPL Financial Daniel, Mark Reichhelm, cwmadvisors.com
What technology does Sofer Steiner & Associates use?
Some of the popular technologies that Sofer Steiner & Associates uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Sofer Steiner & Associates?
Sofer Steiner & Associates contact info: Phone number: (713) 626-2145 Website: www.sofersteiner.com
What does Sofer Steiner & Associates do?

Sofer Steiner & Associates, LLP is a boutique financial services firm located in the Uptown Galleria District of Houston, Texas, with over 90 years of experience. They specialize in providing tailored financial strategies for individuals, families, and businesses, focusing on areas such as retirement and investment planning, estate planning, life i... nsurance, and long-term care. The firm emphasizes building long-term partnerships with clients, ensuring a personal approach to financial services. Their primary clientele includes residents and businesses in the greater Houston area.Read More

What are Sofer Steiner & Associates social media links?
Sofer Steiner & Associates Linkedin page
Is Sofer Steiner & Associates a public company?
Sofer Steiner & Associates is private company therefore does not currently have an official ticker symbol
See more information about Sofer Steiner & Associates

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