The Financial Specialists

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

425 2nd St SE Fl 3, Cedar Rapids, Iowa, ...

Phone Number

(319) 393-6149

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About The Financial Specialists

The Financial Specialists provides comprehensive financial services tailored for families, individuals, business owners, and medical practitioners. They focus on pre-retirement and retirement planning, wealth management for high net worth clients, and support for business owners. Their mission is to prioritize clients' best interests while helping them achieve their financial dreams. The company emphasizes high standards and offers a range of resources, including educational materials and estate planning services.Explore more
The Financial Specialists's Social MediaPopular SearchesThe Financial Specialists IncMarvin J StallmanFinancial Specialists IncThe Financial SpecialistsThefinancialspecialistsSIC Code 62,628NAICS Code 52,523Show more

The Financial Specialists Org Chart

PhoneEmail
DF
United States flag for contact location.

President & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Financial Specialists

<$5M
1-10
Private
-
1990
DF
David FunkePresident & Financial Advisor
<$5M
1-10
Private
<$5M
2001
CD
Clayton DudleyFinancial Advisor
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1976
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Company Profile Activity

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Activity Insights

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

What does this means?

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

The Financial Specialists Tech Stack

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Frequently Asked Questions Regarding The Financial Specialists

What is The Financial Specialists's official website?
The Financial Specialists's official website is www.thefinancialspecialists.com
What is The Financial Specialists's Revenue?
The Financial Specialists's revenue is <$5 Million
What is The Financial Specialists's SIC code?
The Financial Specialists's SIC: 62,628
What is The Financial Specialists's NAICS code?
The Financial Specialists's NAICS: 52,523
How many employees does The Financial Specialists have?
The Financial Specialists has 1-10 employees
What industry does The Financial Specialists belong to?
The Financial Specialists is in the industry of: Finance, Securities Trading
What is The Financial Specialists competition?
The Financial Specialists top competitors include: Chapman Financial Partners, Henry Dennard Personal Financial Planning, Benchmark Investment Group, Strategic Planning Insurance
What technology does The Financial Specialists use?
Some of the popular technologies that The Financial Specialists uses are: WordPress.org, PHP, Smarsh, Google Cloud Web Serving
How do I contact The Financial Specialists?
The Financial Specialists contact info: Phone number: (319) 393-6149 Website: www.thefinancialspecialists.com
What does The Financial Specialists do?

The Financial Specialists provides comprehensive financial services tailored for families, individuals, business owners, and medical practitioners. They focus on pre-retirement and retirement planning, wealth management for high net worth clients, and support for business owners. Their mission is to prioritize clients' best interests while helping... them achieve their financial dreams. The company emphasizes high standards and offers a range of resources, including educational materials and estate planning services.Read More

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

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