Strategic Bundles

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1635 Old 41 Hwy NW Ste 112-354, Kennesaw...

Phone Number

(800) 470-0120

Revenue

<$5 Million

Industry

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

About Strategic Bundles

Pinnacle Marketing is an independent investment advisory firm with over 30 years of experience, dedicated to helping individuals, business owners, and families achieve financial security throughout various life stages. They offer tailored financial strategies through their unique approach called Strategic Bundles, which includes pre-tax, after-tax, and protection components. Their services are designed for business owners, families, and young professionals across the U.S., providing tools like an interactive wealth management portal for real-time updates on financial strategies. The firm emphasizes comprehensive planning to cover essential expenses, fund ideal lifestyles, prepare for unexpected events, and leave desired legacies.Explore more
Strategic Bundles's Social MediaPopular SearchesStrategic BundlesStrategic Bundles LLCSIC Code 62,628NAICS Code 52,523Show more

Strategic Bundles Org Chart

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MC
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General Agent and Operations Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Bundles

<$5M
1-10
Private
-
2010
MC
Melissa ColvinGeneral Agent and Operations Manager
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
<$5M
2015
JC
Julie ChapmanProcessing Director
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Strategic Bundles Tech Stack

A closer look at the technologies used by Strategic Bundles

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Frequently Asked Questions Regarding Strategic Bundles

What is Strategic Bundles's official website?
Strategic Bundles's official website is www.mysb.co
What is Strategic Bundles's Revenue?
Strategic Bundles's revenue is <$5 Million
What is Strategic Bundles's SIC code?
Strategic Bundles's SIC: 62,628
What is Strategic Bundles's NAICS code?
Strategic Bundles's NAICS: 52,523
How many employees does Strategic Bundles have?
Strategic Bundles has 1-10 employees
What industry does Strategic Bundles belong to?
Strategic Bundles is in the industry of: Finance, Securities Trading
What is Strategic Bundles competition?
Strategic Bundles top competitors include: Norris Financial Group, Eissman Wealth Management, RZA Wealth Management, Young Wealth Management
What technology does Strategic Bundles use?
Some of the popular technologies that Strategic Bundles uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Strategic Bundles?
Strategic Bundles contact info: Phone number: (800) 470-0120 Website: www.mysb.co
What does Strategic Bundles do?

Pinnacle Marketing is an independent investment advisory firm with over 30 years of experience, dedicated to helping individuals, business owners, and families achieve financial security throughout various life stages. They offer tailored financial strategies through their unique approach called Strategic Bundles, which includes pre-tax, after-tax,... and protection components. Their services are designed for business owners, families, and young professionals across the U.S., providing tools like an interactive wealth management portal for real-time updates on financial strategies. The firm emphasizes comprehensive planning to cover essential expenses, fund ideal lifestyles, prepare for unexpected events, and leave desired legacies.Read More

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

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