Stapp Financial

Finance · Washington, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1800 Cooper Point Rd SW Ste 10, Olympia,...

Phone Number

(360) 754-8895

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Stapp Financial

Stapp Financial, based in Olympia, WA, specializes in personalized wealth management services including Investment Management, Financial Planning, Tax Strategies, and Retirement Planning. With over 20 years of experience, they cater to clients at various life stages, helping them develop tailored financial strategies to achieve their unique goals. The firm is led by experienced professionals who provide dedicated advisory services and in-depth tax planning. Stapp Financial primarily serves individuals with $250,000 or more to invest, ensuring a personalized approach to wealth management.Explore more
Stapp Financial's Social MediaPopular SearchesStapp FinancialStapp Wealth Management PLLCStapp Investments LCCapital Financial GroupGregory T Stapp CPA CfpSIC Code 62,628NAICS Code 52,523Show more

Stapp Financial Org Chart

PhoneEmail
RS
United States flag for contact location.

Paraplanner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Stapp Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Stapp Financial

Compare insights from companies similar to Stapp Financial, 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

Stapp Financial

<$5M
1-10
Private
-
1996
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stapp Financial Tech Stack

A closer look at the technologies used by Stapp Financial

Top Finance Companies

Frequently Asked Questions Regarding Stapp Financial

What is Stapp Financial's official website?
Stapp Financial's official website is www.stappfinancial.com
What is Stapp Financial's Revenue?
Stapp Financial's revenue is <$5 Million
What is Stapp Financial's SIC code?
Stapp Financial's SIC: 62,628
What is Stapp Financial's NAICS code?
Stapp Financial's NAICS: 52,523
How many employees does Stapp Financial have?
Stapp Financial has 1-10 employees
What industry does Stapp Financial belong to?
Stapp Financial is in the industry of: Finance, Securities Trading
What is Stapp Financial competition?
Stapp Financial top competitors include: Radnor Financial Advisors, Poulos Advisors, Herrin Financial, Waterford Advisors
What technology does Stapp Financial use?
Some of the popular technologies that Stapp Financial uses are: goo.gl, reCAPTCHA, Cloudflare CDN, Embedly
How do I contact Stapp Financial?
Stapp Financial contact info: Phone number: (360) 754-8895 Website: www.stappfinancial.com
What does Stapp Financial do?

Stapp Financial, based in Olympia, WA, specializes in personalized wealth management services including Investment Management, Financial Planning, Tax Strategies, and Retirement Planning. With over 20 years of experience, they cater to clients at various life stages, helping them develop tailored financial strategies to achieve their unique goals.... The firm is led by experienced professionals who provide dedicated advisory services and in-depth tax planning. Stapp Financial primarily serves individuals with $250,000 or more to invest, ensuring a personalized approach to wealth management.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.