Stites Financial Consulting

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

919 Reserve Dr Ste 103, Roseville, Calif...

Phone Number

(916) 601-1992

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Stites Financial Consulting

Stites Financial Consulting specializes in creating personalized financial plans tailored to clients' needs, concerns, and future goals. They offer services to assist with retirement planning, transitioning into retirement, and ongoing support during retirement. The firm is a Registered Investment Advisor with the SEC and also provides insurance products and services. Their intended clients include individuals seeking comprehensive financial advice and planning.Explore more
Popular SearchesStites Financial ConsultingAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

Stites Financial Consulting Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stites Financial Consulti...

<$5M
1-10
Private
-
-
SS
Shawn StitesFinancial Consultant
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
TH
Thomas HarperInvestment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stites Financial Consulting Tech Stack

A closer look at the technologies used by Stites Financial Consulting

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Frequently Asked Questions Regarding Stites Financial Consulting

What is Stites Financial Consulting's official website?
Stites Financial Consulting's official website is www.stitesfc.com
What is Stites Financial Consulting's Revenue?
Stites Financial Consulting's revenue is <$5 Million
What is Stites Financial Consulting's SIC code?
Stites Financial Consulting's SIC: 62,628
What is Stites Financial Consulting's NAICS code?
Stites Financial Consulting's NAICS: 52,523
How many employees does Stites Financial Consulting have?
Stites Financial Consulting has 1-10 employees
What industry does Stites Financial Consulting belong to?
Stites Financial Consulting is in the industry of: Finance, Insurance, Securities Trading
What is Stites Financial Consulting competition?
Stites Financial Consulting top competitors include: Heritage Financial Wealth Management, Heritage Financial Wealth Management, Altitude Wealth Management, Integrated Retirement Advisors
What technology does Stites Financial Consulting use?
Some of the popular technologies that Stites Financial Consulting uses are: Google Font API, Microsoft 365, Sectigo, The USERTRUST Network
How do I contact Stites Financial Consulting?
Stites Financial Consulting contact info: Phone number: (916) 601-1992 Website: www.stitesfc.com
What does Stites Financial Consulting do?

Stites Financial Consulting specializes in creating personalized financial plans tailored to clients' needs, concerns, and future goals. They offer services to assist with retirement planning, transitioning into retirement, and ongoing support during retirement. The firm is a Registered Investment Advisor with the SEC and also provides insurance pr... oducts and services. Their intended clients include individuals seeking comprehensive financial advice and planning.Read More

Is Stites Financial Consulting a public company?
Stites Financial Consulting is private company therefore does not currently have an official ticker symbol
See more information about Stites Financial Consulting

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