Soundview Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

762 Post Rd, Darien, Connecticut, 06820,...

Phone Number

(800) 951-3859

Revenue

$5.5 Million

Industry

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

Soundview Financial is an independent wealth management firm dedicated to helping clients achieve financial security and build a multigenerational legacy. They offer a range of services including investment accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a personalized approach to financial advisory, focusing on the future while being engaged in the present and mindful of the past. Their intended clients include individuals and families seeking to establish a meaningful financial legacy for their loved ones and communities.Explore more
Soundview Financial's Social MediaPopular SearchesSoundview FinancialSoundview Financial AssociatesTony M Palomba Soundview FinancialSoundview Asset Management IncllcSoundview Mortgage Assoc IncSIC Code 62,628NAICS Code 52,523Show more

Soundview Financial Org Chart

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ST
United States flag for contact location.

Manager, Client Relations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Soundview Financial

$5.5M
1-10
Private
-
1994
ST
Steffanie TopolskiManager, Client Relations
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
1999
TK
Tracy KnappAdministrative Assistant
<$5M
1-10
Private
-
1981
SB
Scott BiestekFinancial Advisor
<$5M
1-10
Private
-
1990
CR
Cheston RoneyRegistered Principal, Branch Manager
<$5M
1-10
Private
-
2013
NO
Nathan O'LoughlinFinancial Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Soundview Financial Tech Stack

A closer look at the technologies used by Soundview Financial

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Frequently Asked Questions Regarding Soundview Financial

What is Soundview Financial's official website?
Soundview Financial's official website is www.soundviewfa.com
What is Soundview Financial's Revenue?
Soundview Financial's revenue is $5.5 Million
What is Soundview Financial's SIC code?
Soundview Financial's SIC: 62,628
What is Soundview Financial's NAICS code?
Soundview Financial's NAICS: 52,523
How many employees does Soundview Financial have?
Soundview Financial has 1-10 employees
What industry does Soundview Financial belong to?
Soundview Financial is in the industry of: Finance, Securities Trading
What is Soundview Financial competition?
Soundview Financial top competitors include: Storey Financial Services, Michael Roberts Associates, Stratton & Cote Financial, Lignum Wealth Management
What technology does Soundview Financial use?
Some of the popular technologies that Soundview Financial uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Soundview Financial?
Soundview Financial contact info: Phone number: (800) 951-3859 Website: www.soundviewfa.com
What does Soundview Financial do?

Soundview Financial is an independent wealth management firm dedicated to helping clients achieve financial security and build a multigenerational legacy. They offer a range of services including investment accumulation, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a personalized approa... ch to financial advisory, focusing on the future while being engaged in the present and mindful of the past. Their intended clients include individuals and families seeking to establish a meaningful financial legacy for their loved ones and communities.Read More

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

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