TRC Financial

Insurance · California, United States · 1-10 Employees

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Overview

Headquarters

1 Post Ste 150, Irvine, California, 9261...

Phone Number

(949) 509-2940

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1

About TRC Financial

TRC Financial is an independent insurance brokerage firm based in Orange County, California, specializing in life insurance, disability insurance, and long-term care solutions for affluent individuals, families, and institutions. With decades of experience, the firm offers proprietary insurance products and customized benefit plans, focusing on wealth protection and legacy preservation. Their services cater to a diverse clientele, including entrepreneurs, corporate executives, and private equity firms. As a member of M Financial, TRC Financial provides unique access to insurance solutions not available in the retail market.Explore more
TRC Financial's Social MediaPopular SearchesTRC FinancialTrc Financial IncTrc Financial Insurance ServicesTrc Financial LLCRoberson, David L Financial & Insurance Services L...SIC Code 64,641NAICS Code 52,524Show more

TRC Financial Org Chart

PhoneEmail
JW
United States flag for contact location.

Executive Assistant

PhoneEmail
TK
United States flag for contact location.

Underwriter

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TRC Financial

<$5M
1-10
Private
-
1963
JW
Jordan WatsonExecutive Assistant
<$5M
11-50
Private
-
2014
SB
Stacey BonnChief Administrative Officer
<$5M
1-10
Private
-
2013
ML
Mitch LongVice President, Sales
<$5M
11-50
Private
-
1996
CW
Christine WaughDirector, Tactical Operations
<$5M
11-50
Private
-
1977
<$5M
1-10
Private
-
1984
PM
Phillip MorinAsset Manager
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

TRC Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

TRC Financial Tech Stack

A closer look at the technologies used by TRC Financial

TRC Financial News & Media

  • TRC Financial Hosts Event to Discuss Trends in Orange County for 2020...

    A group of over 70 community members representing local businesses, community leaders, educational institutions and entrepreneurs came together on Thursday, January 16th to share ideas and discuss the... (PRWeb January 20, 2020) Read the full story at https://www.prweb.com/releases/trc_financial_hosts_event_to_discuss_trends_in_orange_county_for_2020_beyond/prweb16840230.htm
Read more news

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Frequently Asked Questions Regarding TRC Financial

What is TRC Financial's official website?
TRC Financial's official website is www.trcfinancial.com
What is TRC Financial's Revenue?
TRC Financial's revenue is <$5 Million
What is TRC Financial's SIC code?
TRC Financial's SIC: 64,641
What is TRC Financial's NAICS code?
TRC Financial's NAICS: 52,524
How many employees does TRC Financial have?
TRC Financial has 1-10 employees
What industry does TRC Financial belong to?
TRC Financial is in the industry of: Insurance
What is TRC Financial competition?
TRC Financial top competitors include: Duralegacy Financial Services, PenFacs, Cbp, TruAssure Insurance
What technology does TRC Financial use?
Some of the popular technologies that TRC Financial uses are: Sentry, F5 BIG-IP Platform, Sectigo, The USERTRUST Network
How do I contact TRC Financial?
TRC Financial contact info: Phone number: (949) 509-2940 Website: www.trcfinancial.com
What does TRC Financial do?

TRC Financial is an independent insurance brokerage firm based in Orange County, California, specializing in life insurance, disability insurance, and long-term care solutions for affluent individuals, families, and institutions. With decades of experience, the firm offers proprietary insurance products and customized benefit plans, focusing on wea... lth protection and legacy preservation. Their services cater to a diverse clientele, including entrepreneurs, corporate executives, and private equity firms. As a member of M Financial, TRC Financial provides unique access to insurance solutions not available in the retail market.Read More

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

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