Susan Wasserman

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7015 Grevilla Ave S, South Pasadena, Flo...

Phone Number

(727) 432-7456

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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1

About Susan Wasserman

Susan Wasserman, CPA provides a range of tax, financial services, and investment planning tailored for individuals and businesses. With over 30 years of experience, the firm specializes in retirement planning, education planning, risk management, and more, offering a comprehensive approach to meet clients' financial needs. Susan Wasserman holds a CPA designation and is also a CFC, emphasizing her expertise in taxation, insurance, investment, retirement, and estate planning. The firm is part of the Avantax community within Cetera Wealth Services LLC, ensuring a broad spectrum of financial solutions.Explore more
Popular SearchesSusan WassermanSusan Wasserman CPAsusanwassermancpa.comSusanwassermancpa ComWasserman/ Susan VSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Susan Wasserman

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1999
BH
Brooke HoogvlietOffice Manager
<$5M
1-10
Private
-
2010
OB
Owen BlandfordBusiness Development
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
<$5M
1997
N/A
<$5M
1-10
Private
-
1994
CB
Cristy BarbozaManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Susan Wasserman is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Susan Wasserman Tech Stack

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Frequently Asked Questions Regarding Susan Wasserman

What is Susan Wasserman's official website?
Susan Wasserman's official website is www.susanwassermancpa.com
What is Susan Wasserman's Revenue?
Susan Wasserman's revenue is <$5 Million
What is Susan Wasserman's SIC code?
Susan Wasserman's SIC: 62,628
What is Susan Wasserman's NAICS code?
Susan Wasserman's NAICS: 52,523
How many employees does Susan Wasserman have?
Susan Wasserman has 1-10 employees
What industry does Susan Wasserman belong to?
Susan Wasserman is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Susan Wasserman competition?
Susan Wasserman top competitors include: Three Harbor Lights, Peter Yurkowski CPA, Weyser Financial, Jones Tax and Financial Services
What technology does Susan Wasserman use?
Some of the popular technologies that Susan Wasserman uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, AppRiver
How do I contact Susan Wasserman?
Susan Wasserman contact info: Phone number: (727) 432-7456 Website: www.susanwassermancpa.com
What does Susan Wasserman do?

Susan Wasserman, CPA provides a range of tax, financial services, and investment planning tailored for individuals and businesses. With over 30 years of experience, the firm specializes in retirement planning, education planning, risk management, and more, offering a comprehensive approach to meet clients' financial needs. Susan Wasserman holds a C... PA designation and is also a CFC, emphasizing her expertise in taxation, insurance, investment, retirement, and estate planning. The firm is part of the Avantax community within Cetera Wealth Services LLC, ensuring a broad spectrum of financial solutions.Read More

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

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