Stephen Leavitt Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

1 Merrimac St Ste 15, Newburyport, Massa...

Phone Number

(978) 241-4931

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Stephen Leavitt Financial

Stephen Leavitt Financial is an independent financial firm based in Newburyport, MA, founded in 1985 by Stephen M. Leavitt, MS, CFP®. The firm specializes in helping clients achieve their financial goals through services such as retirement planning, wealth management, and investment advice. They focus on providing a friendly and supportive environment for both current and prospective clients, offering resources to empower individuals in their financial decision-making. Stephen Leavitt Financial is dedicated to addressing client concerns and ensuring a personalized approach to financial management.Explore more
Stephen Leavitt Financial's Social MediaPopular SearchesStephen Leavitt FinancialLeavitt Stephen Financial PlanningStephen M Leavitt FinancialStephenleavittfinancial ComLeavitt Insurance CoSIC Code 62,628NAICS Code 52,523Show more

Stephen Leavitt Financial Org Chart

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Principal

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stephen Leavitt Financial

<$5M
1-10
Private
-
1985
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
2005
CS
Crissa SmithAdmin Director
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
<$5M
-
BP
Bryan PetryManager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stephen Leavitt Financial Tech Stack

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Frequently Asked Questions Regarding Stephen Leavitt Financial

What is Stephen Leavitt Financial's official website?
Stephen Leavitt Financial's official website is www.stephenleavittfinancial.com
What is Stephen Leavitt Financial's Revenue?
Stephen Leavitt Financial's revenue is <$5 Million
What is Stephen Leavitt Financial's SIC code?
Stephen Leavitt Financial's SIC: 62,628
What is Stephen Leavitt Financial's NAICS code?
Stephen Leavitt Financial's NAICS: 52,523
How many employees does Stephen Leavitt Financial have?
Stephen Leavitt Financial has 1-10 employees
What industry does Stephen Leavitt Financial belong to?
Stephen Leavitt Financial is in the industry of: Finance, Securities Trading
What is Stephen Leavitt Financial competition?
Stephen Leavitt Financial top competitors include: Stonebridge Wealth Management, HB Financial Group, VISTA Wealth Strategies, Selkirk Wealth Advisors
What technology does Stephen Leavitt Financial use?
Some of the popular technologies that Stephen Leavitt Financial uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Stephen Leavitt Financial?
Stephen Leavitt Financial contact info: Phone number: (978) 241-4931 Website: www.stephenleavittfinancial.com
What does Stephen Leavitt Financial do?

Stephen Leavitt Financial is an independent financial firm based in Newburyport, MA, founded in 1985 by Stephen M. Leavitt, MS, CFP®. The firm specializes in helping clients achieve their financial goals through services such as retirement planning, wealth management, and investment advice. They focus on providing a friendly and supportive environm... ent for both current and prospective clients, offering resources to empower individuals in their financial decision-making. Stephen Leavitt Financial is dedicated to addressing client concerns and ensuring a personalized approach to financial management.Read More

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

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