The Balance Sheet

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1100 Route 295 East, Chatham, New York, ...

Phone Number

(518) 392-4164

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About The Balance Sheet

The Balance Sheet, Inc. is a premier independent tax return preparation service and investment center located in Columbia County, New York. They focus on comprehensive financial planning, utilizing advanced technology to help clients achieve their financial goals while adapting to life changes. Their services include tax preparation, retirement savings growth, and family protection strategies, aimed at organizing and simplifying financial information for clients. The company prides itself on being a financial advocate, ensuring that client success is a shared goal.Explore more
Popular SearchesThe Balance Sheet IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Balance Sheet

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AT
Angela TimponeOffice Manager
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2010
JV
Jeffrey VarsaFinancial Advisor
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Balance Sheet is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Balance Sheet Tech Stack

A closer look at the technologies used by The Balance Sheet

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Frequently Asked Questions Regarding The Balance Sheet

What is The Balance Sheet's official website?
The Balance Sheet's official website is www.thebalancesheet.com
What is The Balance Sheet's Revenue?
The Balance Sheet's revenue is <$5 Million
What is The Balance Sheet's SIC code?
The Balance Sheet's SIC: 62,628
What is The Balance Sheet's NAICS code?
The Balance Sheet's NAICS: 52,523
How many employees does The Balance Sheet have?
The Balance Sheet has 1-10 employees
What industry does The Balance Sheet belong to?
The Balance Sheet is in the industry of: Finance, Securities Trading
What is The Balance Sheet competition?
The Balance Sheet top competitors include: KASE Wealth Advisors, Rogers Financial Group, The Varsa Group, Copper Canyon Wealth Management
What technology does The Balance Sheet use?
Some of the popular technologies that The Balance Sheet uses are: goo.gl, Drupal, PHP, Drupal 8
How do I contact The Balance Sheet?
The Balance Sheet contact info: Phone number: (518) 392-4164 Website: www.thebalancesheet.com
What does The Balance Sheet do?

The Balance Sheet, Inc. is a premier independent tax return preparation service and investment center located in Columbia County, New York. They focus on comprehensive financial planning, utilizing advanced technology to help clients achieve their financial goals while adapting to life changes. Their services include tax preparation, retirement sav... ings growth, and family protection strategies, aimed at organizing and simplifying financial information for clients. The company prides itself on being a financial advocate, ensuring that client success is a shared goal.Read More

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

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