T Heller Financial Services

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

6520 67th St Fl 2, Kenosha, Wisconsin, 5...

Phone Number

(262) 925-6440

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About T Heller Financial Services

T. Heller Financial is a full-service financial planning firm located in Kenosha, WI, offering a range of services including investment management, tax management, estate planning, and retirement planning. The company is dedicated to helping clients achieve their financial goals through best-in-class customer service and expert guidance. Their target clients include individuals seeking comprehensive financial planning and corporate entities needing assistance with financial transitions. T. Heller Financial also provides resources such as newsletters, calculators, and educational materials to support their clients' financial journeys.Explore more
T Heller Financial Services's Social MediaPopular SearchesT Heller Financial ServicesHeller Financial ServicesT Heller Financialthellerfinancial.comFactSet Research Systems IncSIC Code 62,628NAICS Code 52,523Show more

T Heller Financial Services Org Chart

Thomas Heller, Chief Executive Officer at T Heller Financial Services
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Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

T Heller Financial Servic...

<$5M
1-10
Private
-
2003
$7M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2008
JF
James FryeRegistered Representative
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2009
JD
James DeligianisFinancial Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

T Heller Financial Services Tech Stack

A closer look at the technologies used by T Heller Financial Services

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Frequently Asked Questions Regarding T Heller Financial Services

What is T Heller Financial Services's official website?
T Heller Financial Services's official website is www.thellerfinancial.com
What is T Heller Financial Services's Revenue?
T Heller Financial Services's revenue is <$5 Million
What is T Heller Financial Services's SIC code?
T Heller Financial Services's SIC: 62,628
What is T Heller Financial Services's NAICS code?
T Heller Financial Services's NAICS: 52,523
How many employees does T Heller Financial Services have?
T Heller Financial Services has 1-10 employees
What industry does T Heller Financial Services belong to?
T Heller Financial Services is in the industry of: Finance, Securities Trading
What is T Heller Financial Services competition?
T Heller Financial Services top competitors include: The Frye, Rafat Jadon, Edgewood Financial Group, T A Wealth Management
What technology does T Heller Financial Services use?
Some of the popular technologies that T Heller Financial Services uses are: Cloudflare Website Optimization, Smarsh, Neustar UltraDNS, Google Tag Manager
How do I contact T Heller Financial Services?
T Heller Financial Services contact info: Phone number: (262) 925-6440 Website: www.thellerfinancial.com
What does T Heller Financial Services do?

T. Heller Financial is a full-service financial planning firm located in Kenosha, WI, offering a range of services including investment management, tax management, estate planning, and retirement planning. The company is dedicated to helping clients achieve their financial goals through best-in-class customer service and expert guidance. Their targ... et clients include individuals seeking comprehensive financial planning and corporate entities needing assistance with financial transitions. T. Heller Financial also provides resources such as newsletters, calculators, and educational materials to support their clients' financial journeys.Read More

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

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