Success Financial Solutions
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

875 Greentree Rd Bldg 7 Ste 102, Pittsbu...

Phone Number

(412) 919-0100

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Success Financial Solutions

Success Financial Solutions, LLC is an independent insurance and financial services firm based in Pittsburgh, PA, specializing in retirement transition, pre-retirement wealth accumulation, and post-retirement asset preservation. The firm serves clients in Western Pennsylvania, West Virginia, and Ohio, with additional branch offices in Harrisburg and Meyersdale, PA. They focus on creating long-lasting relationships with clients by understanding their financial goals and providing tailored solutions for money management, college savings, and retirement plans. Their services also include a unique Tuition Rewards program that offers guaranteed scholarships at participating colleges and universities.Explore more
Success Financial Solutions's Social MediaPopular SearchesSuccess Financial Solutions LLCSuccess Financial SolutionsSuccess Financial Solutions IncSuccessful Financial SolutionsAmanda Teets Insurance ServicesSIC Code 62,628NAICS Code 52,523Show more

Success Financial Solutions Org Chart

Jb Bolvadin, Chief Executive Officer at Success Financial Solutions
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Chief Executive Officer

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JA
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Success Financial Solutio...

$6M
11-50
Private
<$5M
2011
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
<$5M
1-10
Private
-
1987
N/A
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2016
JM
Jeanie McMonigalDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Success Financial Solutions financials insights

Gather financial insights about Success Financial Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$385K

See All Success Financial Solutions's Financials Insights

Success Financial Solutions Tech Stack

A closer look at the technologies used by Success Financial Solutions

Top Finance Companies

Frequently Asked Questions Regarding Success Financial Solutions

What is Success Financial Solutions's official website?
Success Financial Solutions's official website is www.successfs.com
What is Success Financial Solutions's Revenue?
Success Financial Solutions's revenue is $6 Million
What is Success Financial Solutions's SIC code?
Success Financial Solutions's SIC: 62,628
What is Success Financial Solutions's NAICS code?
Success Financial Solutions's NAICS: 52,523
How many employees does Success Financial Solutions have?
Success Financial Solutions has 11-50 employees
What industry does Success Financial Solutions belong to?
Success Financial Solutions is in the industry of: Finance, Securities Trading
What is Success Financial Solutions competition?
Success Financial Solutions top competitors include: Jones Financial Design, Klauenberg Retirement Solutions, Excelsus Capital Management, Retirement Planning Solutions
What technology does Success Financial Solutions use?
Some of the popular technologies that Success Financial Solutions uses are: reCAPTCHA, Squarespace Online Stores, Bitly, Adobe Typekit
How do I contact Success Financial Solutions?
Success Financial Solutions contact info: Phone number: (412) 919-0100 Website: www.successfs.com
What does Success Financial Solutions do?

Success Financial Solutions, LLC is an independent insurance and financial services firm based in Pittsburgh, PA, specializing in retirement transition, pre-retirement wealth accumulation, and post-retirement asset preservation. The firm serves clients in Western Pennsylvania, West Virginia, and Ohio, with additional branch offices in Harrisburg an... d Meyersdale, PA. They focus on creating long-lasting relationships with clients by understanding their financial goals and providing tailored solutions for money management, college savings, and retirement plans. Their services also include a unique Tuition Rewards program that offers guaranteed scholarships at participating colleges and universities.Read More

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

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