TruFinancial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3636 Camino Del Rio N Ste 230, San Diego...

Phone Number

(619) 955-5565

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About TruFinancial

TruFinancial is an independent financial services firm based in San Diego, offering a comprehensive range of financial planning services including debt and credit management, tax services, budgeting, insurance planning, and retirement planning. The firm aims to help clients control their spending, save money, and reduce financial stress through competitively priced packages. TruFinancial partners with numerous investment and insurance companies to provide a wide array of products tailored to individual needs. Their team is dedicated to guiding clients towards achieving their financial goals with a focus on privacy and personalized service.Explore more
TruFinancial's Social MediaPopular SearchesTruFinancialTrufinancial & Insurance Services IncFive Seasons Financial Services IncJ K Financial ServicesTrufinancial Registered Investment Advisory Servic...SIC Code 62,628NAICS Code 52,523Show more

TruFinancial Org Chart

Daniel Meyers, President & Chief Executive Officer at TruFinancial
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President & Chief Executive Officer

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Vice President, Sales

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TruFinancial

<$5M
1-10
Private
-
2016
Daniel Meyers, President & Chief Executive Officer at TruFinancial
Daniel MeyersPresident & CEO
<$5M
11-50
Private
-
1976
BD
Brian DaofLicensed Family-Owned Insurance Firm Retirement Specialist
<$5M
1-10
Private
-
2002
MF
Mark FinneyCEO & President
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

TruFinancial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

TruFinancial Tech Stack

A closer look at the technologies used by TruFinancial

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Frequently Asked Questions Regarding TruFinancial

What is TruFinancial's official website?
TruFinancial's official website is www.trufinancial.org
What is TruFinancial's Revenue?
TruFinancial's revenue is <$5 Million
What is TruFinancial's SIC code?
TruFinancial's SIC: 62,628
What is TruFinancial's NAICS code?
TruFinancial's NAICS: 52,523
How many employees does TruFinancial have?
TruFinancial has 1-10 employees
What industry does TruFinancial belong to?
TruFinancial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is TruFinancial competition?
TruFinancial top competitors include: Storehouse Financial, Moore Financial Strategies, Wilshire Group Financial Services, Korbitz Financial Planning
What technology does TruFinancial use?
Some of the popular technologies that TruFinancial uses are: Cloudflare CDN, Adobe Typekit, Google Tag Manager, GoDaddy DNS
How do I contact TruFinancial?
TruFinancial contact info: Phone number: (619) 955-5565 Website: www.trufinancial.org
What does TruFinancial do?

TruFinancial is an independent financial services firm based in San Diego, offering a comprehensive range of financial planning services including debt and credit management, tax services, budgeting, insurance planning, and retirement planning. The firm aims to help clients control their spending, save money, and reduce financial stress through com... petitively priced packages. TruFinancial partners with numerous investment and insurance companies to provide a wide array of products tailored to individual needs. Their team is dedicated to guiding clients towards achieving their financial goals with a focus on privacy and personalized service.Read More

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

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