The Financial Architects

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

2140 Grand Ave Ste 240, Chino Hills, Cal...

Phone Number

(888) 350-5396

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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May
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Jul
ZI Rank
1
1
1
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2
2

About The Financial Architects

The Financial Architects is dedicated to educating and empowering families and businesses to build wealth, protect their assets, and secure a legacy for future generations. They offer a holistic approach to financial planning, including services such as investment management, estate planning, tax planning, and insurance solutions. Their clients include individuals and families seeking comprehensive financial solutions tailored to their unique goals and risk tolerance. With a commitment to financial literacy, they provide clear and concise guidance to help clients navigate complex financial concepts and make informed decisions.Explore more
The Financial Architects's Social MediaPopular SearchesThe Financial Architects LLCThe Financial ArchitectsFinancial ArchitectsThe Financial Architects - LLCFinancial Architects LLCSIC Code 62,628NAICS Code 52,523Show more

The Financial Architects Org Chart

PhoneEmail
NB
United States flag for contact location.

Managing Partner

PhoneEmail
EM
United States flag for contact location.

Senior Financial Planning Analyst

PhoneEmail
HO
United States flag for contact location.

Financial Strategist

PhoneEmail
AJ
United States flag for contact location.

Income Protection & Retirement Planning Speci...

PhoneEmail
JB
United States flag for contact location.

Financial Strategist

PhoneEmail
SL
United States flag for contact location.

Financial Advisor

PhoneEmail
CC
United States flag for contact location.

Financial Service Advisor

PhoneEmail

PhoneEmail
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Compare insights from companies similar to The Financial Architects, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Financial Architects

<$5M
11-50
Private
-
2011
NB
Nayeli BallesterosManaging Partner
$8.8M
11-50
Private
-
1987
Douglas Jones, Agency Owner at National Insurance Services of North America
Douglas JonesAgency Owner
$5.5M
1-10
Private
-
1999
ET
Erik ThompsonDirector, Operations
<$5M
1-10
Private
-
1999
TW
Trey WaughAccount Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
JC
Junior CorriaPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Financial Architects Tech Stack

A closer look at the technologies used by The Financial Architects

Top Finance Companies

Frequently Asked Questions Regarding The Financial Architects

What is The Financial Architects's official website?
The Financial Architects's official website is www.tfainsuranceadvisors.com
What is The Financial Architects's Revenue?
The Financial Architects's revenue is <$5 Million
What is The Financial Architects's SIC code?
The Financial Architects's SIC: 62,628
What is The Financial Architects's NAICS code?
The Financial Architects's NAICS: 52,523
How many employees does The Financial Architects have?
The Financial Architects has 11-50 employees
What industry does The Financial Architects belong to?
The Financial Architects is in the industry of: Finance, Securities Trading
What is The Financial Architects competition?
The Financial Architects top competitors include: Broadridge Financial Solutions, Jc Financial Network, Limitless Insurance Solutions, E-insure Services
What technology does The Financial Architects use?
Some of the popular technologies that The Financial Architects uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact The Financial Architects?
The Financial Architects contact info: Phone number: (888) 350-5396 Website: www.tfainsuranceadvisors.com
What does The Financial Architects do?

The Financial Architects is dedicated to educating and empowering families and businesses to build wealth, protect their assets, and secure a legacy for future generations. They offer a holistic approach to financial planning, including services such as investment management, estate planning, tax planning, and insurance solutions. Their clients inc... lude individuals and families seeking comprehensive financial solutions tailored to their unique goals and risk tolerance. With a commitment to financial literacy, they provide clear and concise guidance to help clients navigate complex financial concepts and make informed decisions.Read More

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

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