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

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 MediaSIC Code 62,628NAICS Code 52,523Show more

Soundview Financial Org Chart

PhoneEmail
RB
United States flag for contact location.

Founding Partner, Soundview Financial Wealth ...

PhoneEmail
ST
United States flag for contact location.

Manager, Client Relations

PhoneEmail

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
RB
Robert BoronskiFounding Partner, Soundview Financial Wealth Manager, RJFS
<$5M
1-10
Private
-
1999
TK
Tracy KnappAdministrative Assistant
<$5M
1-10
Private
-
1990
Neil Hoyt, Partner, President at Michael Roberts Associates
Neil HoytPartner, President
<$5M
1-10
Private
-
2013
CW
Christopher WakemanFinancial Advisor
Illustration of an envelope

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: Michael Roberts Associates, Lignum Wealth Management, North Country Financial Group
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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