Thinking Big Financial
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
928 Broadway Ste 405, New York, New York...Phone Number
(973) 224-1145Website
www.thinkingbigfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Thinking Big Financial
Thinking Big Financial provides holistic financial planning and investment management services aimed at helping clients achieve their life goals. The firm specializes in serving the LGBTQ+ community, offering a welcoming environment that acknowledges the unique financial challenges faced by its members. Led by financial advisor Jim Marrocco, the company emphasizes understanding clients' values and aspirations to create tailored financial strategies. Their approach focuses on fostering a healthier relationship with money and empowering clients to envision and pursue the life they desire.Explore more
Thinking Big Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Thinking Big Financial
<$5M
1-10
Private
-
2017
BT
Brandon TacconelliDirector of Client Care and Financial Planner
Company Profile Activity
Activity Insights
Thinking Big Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Thinking Big Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thinking Big Financial.
Thinking Big Financial Tech Stack
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Thinking Big Financial provides holistic financial planning and investment management services aimed at helping clients achieve their life goals. The firm specializes in serving the LGBTQ+ community, offering a welcoming environment that acknowledges the unique financial challenges faced by its members. Led by financial advisor Jim Marrocco, the co... Read More
