Tailored Financial Services

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

1941 Twin Lake Rd, Lupton, Michigan, 486...

Phone Number

(989) 751-1137

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Tailored Financial Services

Tailored Financial Services specializes in providing insurance-only guidance for individuals and families in Michigan, focusing on life insurance and fixed annuity products. Founded by Jill Pollard, the company emphasizes product information and option evaluation to help clients align their choices with their financial objectives. The services offered are strictly related to insurance, with no investment, securities, or advisory services provided. Clients can expect educational support regarding coverage options and long-term financial planning through annuities.Explore more
Tailored Financial Services's Social MediaPopular SearchesTailored Financial Services LLCFinancial Services LLCTailored Financial ServicesJill PollardTailored Financial Services, LLC,SIC Code 62,628NAICS Code 52,523Show more

Tailored Financial Services Org Chart

PhoneEmail
Velison Simonyan, President at Tailored Financial Services
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tailored Financial Servic...

<$5M
1-10
Private
-
2009
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
1-10
Private
-
-
SF
Stan FalkenhagenInvestment Professional
<$5M
1-10
Private
-
2009
JD
John DonnellyVice President
<$5M
1-10
Private
-
2014
SH
Steven HaugPresident & CEO
<$5M
1-10
Private
-
2010
CT
Christopher TranchinaPresident & Senior Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Tailored Financial Services Tech Stack

A closer look at the technologies used by Tailored Financial Services

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Frequently Asked Questions Regarding Tailored Financial Services

What is Tailored Financial Services's official website?
Tailored Financial Services's official website is www.tailoredfinancialservices.com
What is Tailored Financial Services's Revenue?
Tailored Financial Services's revenue is <$5 Million
What is Tailored Financial Services's SIC code?
Tailored Financial Services's SIC: 62,628
What is Tailored Financial Services's NAICS code?
Tailored Financial Services's NAICS: 52,523
How many employees does Tailored Financial Services have?
Tailored Financial Services has 1-10 employees
What industry does Tailored Financial Services belong to?
Tailored Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Tailored Financial Services competition?
Tailored Financial Services top competitors include: Goldberg Financial Associates, DS Drelich & Associates, JD Financial Group, Stan Falkenhagen and Associates
What technology does Tailored Financial Services use?
Some of the popular technologies that Tailored Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Tailored Financial Services?
Tailored Financial Services contact info: Phone number: (989) 751-1137 Website: www.tailoredfinancialservices.com
What does Tailored Financial Services do?

Tailored Financial Services specializes in providing insurance-only guidance for individuals and families in Michigan, focusing on life insurance and fixed annuity products. Founded by Jill Pollard, the company emphasizes product information and option evaluation to help clients align their choices with their financial objectives. The services offe... red are strictly related to insurance, with no investment, securities, or advisory services provided. Clients can expect educational support regarding coverage options and long-term financial planning through annuities.Read More

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

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