Triangle Financial Services

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

2600 Westown Pkwy Ste 102, West Des Moin...

Phone Number

(515) 282-8962

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About Triangle Financial Services

Triangle Financial Services offers a range of financial services tailored for individuals, families, small businesses, and charitable organizations. Their services include financial planning, wealth management, and divorce planning, all designed to help clients navigate significant life changes and build financial health. The company operates entirely virtually, providing accessible support through phone and email. Their mission is to empower clients to make informed financial choices that align with their personal goals and aspirations.Explore more
Triangle Financial Services's Social MediaPopular SearchesTriangle Financial Services IncTriangle FinancialTriangle Financial Services LLCTriangle Financial ServicesTriangle Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Triangle Financial Services Org Chart

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Chief Executive Officer & Manager

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Lead Financial Advisor

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Lead Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Triangle Financial Servic...

<$5M
1-10
Private
-
2009
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1992
LF
Larry FleetProduct Manager, Electronic Security
<$5M
1-10
Private
-
2001
Jimmy Blount, President & Lpl Registered Principal at The Point Financial Group
Jimmy BlountPresident & Lpl Registered Principal
<$5M
1-10
Private
-
2019
JA
Julie AbbeyManager, Client Services
<$5M
1-10
Private
-
2002
PT
Paul TiptonFinancial Advisor & Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Triangle Financial Services Tech Stack

A closer look at the technologies used by Triangle Financial Services

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Frequently Asked Questions Regarding Triangle Financial Services

What is Triangle Financial Services's official website?
Triangle Financial Services's official website is www.trianglefsinc.com
What is Triangle Financial Services's Revenue?
Triangle Financial Services's revenue is <$5 Million
What is Triangle Financial Services's SIC code?
Triangle Financial Services's SIC: 62,628
What is Triangle Financial Services's NAICS code?
Triangle Financial Services's NAICS: 52,523
How many employees does Triangle Financial Services have?
Triangle Financial Services has 1-10 employees
What industry does Triangle Financial Services belong to?
Triangle Financial Services is in the industry of: Finance, Securities Trading
What is Triangle Financial Services competition?
Triangle Financial Services top competitors include: LifeWorth Financial, Scott Wealth Planning, The Point Financial Group, Full Spectrum Financial Solutions
What technology does Triangle Financial Services use?
Some of the popular technologies that Triangle Financial Services uses are: DocuSign, Smarsh, Redtail CRM
How do I contact Triangle Financial Services?
Triangle Financial Services contact info: Phone number: (515) 282-8962 Website: www.trianglefsinc.com
What does Triangle Financial Services do?

Triangle Financial Services offers a range of financial services tailored for individuals, families, small businesses, and charitable organizations. Their services include financial planning, wealth management, and divorce planning, all designed to help clients navigate significant life changes and build financial health. The company operates entir... ely virtually, providing accessible support through phone and email. Their mission is to empower clients to make informed financial choices that align with their personal goals and aspirations.Read More

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

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