Spurstone

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

12 Scovil Rd, Higganum, Connecticut, 064...

Phone Number

(860) 264-1111

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
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1

About Spurstone

Spurstone is a financial advisory firm based in Higganum, CT, specializing in helping successful executives and corporate professionals pursue what they term 'Unbreakable Wealth.' They offer bespoke portfolio management, strategic tax-focused planning, and personalized financial advice, ensuring that their clients' wealth is built, protected, and efficiently managed. The firm operates as fiduciary partners, prioritizing the best interests of their clients while navigating the complexities of wealth accumulation, distribution, and legacy planning. Their services are tailored to meet the unique financial goals and lifestyles of each client, fostering long-term financial security.Explore more
Spurstone's Social MediaPopular SearchesSpurstoneSpurstone Wealth Management LLCSpurstone Executive Wealth SolutionsSpurstone Advisory Services LLCSpurstone Systems LLCSIC Code 62,628NAICS Code 52,523Show more

Spurstone Org Chart

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Manager, Client Services & Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spurstone

<$5M
1-10
Private
-
2009
CC
Christine CarpenterManager, Client Services & Marketing
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
<$5M
1988
BC
Bob CourtneyOwner and President
<$5M
1-10
Private
-
-
RR
Ryan RechPresident & Financial Advisor
<$5M
1-10
Private
<$5M
-
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
2017
JA
Jonathan AbosaidDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Spurstone Tech Stack

A closer look at the technologies used by Spurstone

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Frequently Asked Questions Regarding Spurstone

What is Spurstone's official website?
Spurstone's official website is www.spurstone.com
What is Spurstone's Revenue?
Spurstone's revenue is <$5 Million
What is Spurstone's SIC code?
Spurstone's SIC: 62,628
What is Spurstone's NAICS code?
Spurstone's NAICS: 52,523
How many employees does Spurstone have?
Spurstone has 1-10 employees
What industry does Spurstone belong to?
Spurstone is in the industry of: Finance, Securities Trading
What is Spurstone competition?
Spurstone top competitors include: Vinson Financial Group, Prism Financial Group, Coral Wealth Management, Mark Leone
What technology does Spurstone use?
Some of the popular technologies that Spurstone uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Mailgun
How do I contact Spurstone?
Spurstone contact info: Phone number: (860) 264-1111 Website: www.spurstone.com
What does Spurstone do?

Spurstone is a financial advisory firm based in Higganum, CT, specializing in helping successful executives and corporate professionals pursue what they term 'Unbreakable Wealth.' They offer bespoke portfolio management, strategic tax-focused planning, and personalized financial advice, ensuring that their clients' wealth is built, protected, and e... fficiently managed. The firm operates as fiduciary partners, prioritizing the best interests of their clients while navigating the complexities of wealth accumulation, distribution, and legacy planning. Their services are tailored to meet the unique financial goals and lifestyles of each client, fostering long-term financial security.Read More

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

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