TAK Advisory
Finance · Maine, United States · 1-10 Employees
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Overview
Headquarters
190 Two Lights Rd, Cape Elizabeth, Maine...Phone Number
(207) 799-2010Website
www.takadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
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Jul
ZI Rank
1
1
1
1
1
1
About TAK Advisory
Tak Advisory LLC offers financial planning and investment management services aimed at individuals, trustees, and conservators seeking to secure financial stability for themselves and future generations. The company provides resources such as calculators and educational videos to assist clients in understanding their financial situations. They focus on retirement planning, savings, and general investment advice, while clarifying that they do not provide tax or legal advice. Tak Advisory LLC operates in compliance with state registration requirements and emphasizes the risks associated with investments.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
TAK Advisory
<$5M
1-10
Private
-
2013
N/A
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
TAK Advisory is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
TAK Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about TAK Advisory.
TAK Advisory Tech Stack
A closer look at the technologies used by TAK Advisory
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Tak Advisory LLC offers financial planning and investment management services aimed at individuals, trustees, and conservators seeking to secure financial stability for themselves and future generations. The company provides resources such as calculators and educational videos to assist clients in understanding their financial situations. They focu... Read More
