Underwood Advisors

Business Services · Georgia, United States · 11-50 Employees

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Overview

Headquarters

2200 Century Pkwy NE Ste 735, Atlanta, G...

Phone Number

(404) 924-4030

Revenue

$5 Million

Industry

Business Services Project Management Law Firms & Legal Services
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Underwood Advisors

Underwood Advisors specializes in estate planning, helping families clarify their plans, protect relationships, and navigate the complexities of passing on a legacy. With over 35 years of experience, they collaborate with clients and their financial advisors to create comprehensive estate plans that align with family values and goals. The firm focuses on facilitating communication, assessing current plans, and advocating for families to ensure their interests are protected. Their services are designed for families looking to invest, protect, and preserve their values and valuables across generations.Explore more
Popular SearchesUnderwood Advisors LLCUnderwood Ave Advisors LLCSIC Code 87,874NAICS Code 54,541Show more

Underwood Advisors Org Chart

PhoneEmail
LR
United States flag for contact location.

Executive Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Underwood Advisors

$5M
11-50
Private
-
1978
LR
Louise RoseExecutive Assistant
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
1990
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Underwood Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Underwood Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Underwood Advisors.

Underwood Advisors Tech Stack

A closer look at the technologies used by Underwood Advisors

Top Business Services Companies

Frequently Asked Questions Regarding Underwood Advisors

What is Underwood Advisors's official website?
Underwood Advisors's official website is www.underwoodadvisors.com
What is Underwood Advisors's Revenue?
Underwood Advisors's revenue is $5 Million
What is Underwood Advisors's SIC code?
Underwood Advisors's SIC: 87,874
What is Underwood Advisors's NAICS code?
Underwood Advisors's NAICS: 54,541
How many employees does Underwood Advisors have?
Underwood Advisors has 11-50 employees
What industry does Underwood Advisors belong to?
Underwood Advisors is in the industry of: Business Services, Project Management, Law Firms & Legal Services
What is Underwood Advisors competition?
Underwood Advisors top competitors include: Fountainhead Wealth, Court Place Advisors, Family Office Services, Sopher Financial Group
What technology does Underwood Advisors use?
Some of the popular technologies that Underwood Advisors uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Underwood Advisors?
Underwood Advisors contact info: Phone number: (404) 924-4030 Website: www.underwoodadvisors.com
What does Underwood Advisors do?

Underwood Advisors specializes in estate planning, helping families clarify their plans, protect relationships, and navigate the complexities of passing on a legacy. With over 35 years of experience, they collaborate with clients and their financial advisors to create comprehensive estate plans that align with family values and goals. The firm focu... ses on facilitating communication, assessing current plans, and advocating for families to ensure their interests are protected. Their services are designed for families looking to invest, protect, and preserve their values and valuables across generations.Read More

Is Underwood Advisors a public company?
Underwood Advisors is private company therefore does not currently have an official ticker symbol
See more information about Underwood Advisors

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