Sykes Financial Services

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

PO Box 587, Lake Oswego, Oregon, 97034, ...

Phone Number

(503) 699-9556

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Sykes Financial Services

Sykes Financial Services is a state Registered Investment Advisor based in Oregon, specializing in designing investment portfolios to assist individuals in achieving successful retirement. As a fiduciary, the firm is committed to making financial decisions that are in the best interest of its clients. Being an independent fee-based firm, Sykes Financial Services offers personalized financial plans without the influence of commissions or corporate directives. The firm aims to help clients reach their financial goals through tailored investment strategies.Explore more
Popular SearchesSykes Financial ServicesSykes Financial Services LLCSykes Financial SvcFinancial Services LLCSykes FinancialSIC Code 62,628NAICS Code 52,523Show more

Sykes Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sykes Financial Services

<$5M
1-10
Private
-
2004
TB
Timothy BatogRegistered Investment Advisor
$5M
11-50
Private
-
2000
HV
Heather VosClient Service Operations Specialist
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
2009
TP
Tony PowersInvestment Advisor
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Sykes Financial Services Tech Stack

A closer look at the technologies used by Sykes Financial Services

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Frequently Asked Questions Regarding Sykes Financial Services

What is Sykes Financial Services's official website?
Sykes Financial Services's official website is www.sykesfinancial.com
What is Sykes Financial Services's Revenue?
Sykes Financial Services's revenue is <$5 Million
What is Sykes Financial Services's SIC code?
Sykes Financial Services's SIC: 62,628
What is Sykes Financial Services's NAICS code?
Sykes Financial Services's NAICS: 52,523
How many employees does Sykes Financial Services have?
Sykes Financial Services has 1-10 employees
What industry does Sykes Financial Services belong to?
Sykes Financial Services is in the industry of: Finance, Securities Trading
What is Sykes Financial Services competition?
Sykes Financial Services top competitors include: The Investment Advisor, Alliance Wealth Advisors, Retirement Plan Solutions, Wealth Advisory Services
What technology does Sykes Financial Services use?
Some of the popular technologies that Sykes Financial Services uses are: WordPress.org, PHP, jQuery Migrate, jQuery
How do I contact Sykes Financial Services?
Sykes Financial Services contact info: Phone number: (503) 699-9556 Website: www.sykesfinancial.com
What does Sykes Financial Services do?

Sykes Financial Services is a state Registered Investment Advisor based in Oregon, specializing in designing investment portfolios to assist individuals in achieving successful retirement. As a fiduciary, the firm is committed to making financial decisions that are in the best interest of its clients. Being an independent fee-based firm, Sykes Fina... ncial Services offers personalized financial plans without the influence of commissions or corporate directives. The firm aims to help clients reach their financial goals through tailored investment strategies.Read More

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

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