Sound Financial Services
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1224 E Katella Ave Ste 102, Orange, Cali...Phone Number
(714) 639-7822Website
www.soundadvice.bzRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Sound Financial Services
Sound Financial Services offers a range of financial services including retirement planning, estate management, investment strategies, insurance, and tax advice. The company focuses on building long-term relationships with clients by understanding their personal financial situations, dreams, and risk tolerances. They provide educational resources such as videos, articles, and calculators to help clients navigate personal finance. Their target clients include individuals seeking guidance on retirement, investments, and overall financial success.Explore more
Popular SearchesSound Financial ServicesCetera Financial Specialists LLCCraig AttanasioSound Tax and Financial Services IncSound FinancialSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Sound Financial Services
<$5M
1-10
Private
-
1990
N/A
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
Company Profile Activity
Activity Insights
Sound Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sound Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sound Financial Services.
Sound Financial Services Tech Stack
A closer look at the technologies used by Sound Financial Services
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Sound Financial Services offers a range of financial services including retirement planning, estate management, investment strategies, insurance, and tax advice. The company focuses on building long-term relationships with clients by understanding their personal financial situations, dreams, and risk tolerances. They provide educational resources s... Read More
