United Vision Financial
Accounting for Legal Practices · California, United States · 11-50 Employees
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Overview
Headquarters
5700 Canoga Ave Ste 300, Woodland Hills,...Phone Number
(818) 883-8800Website
www.uvfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About United Vision Financial
Founded in 1992, Umpqua Valley Financial offers comprehensive tax planning, return preparation, business consulting, and financial services tailored for individuals and small businesses. They also conduct municipal audits and financial statement reviews for various entities including non-profits and school districts across Oregon. Their holistic approach to wealth management focuses on both current and future financial needs, aiming to minimize taxes and enhance retirement security. Umpqua Valley Financial is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies.Explore more
United Vision Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
<$5M
2004
MF
Marisa FugateGeneral Partner, Wealth Management Advisor - Tax and Wealth Strategies
Company Profile Activity
Activity Insights
United Vision Financial is experiencing very low activity levels compared to other companies in the Business Services sector.
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United Vision Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about United Vision Financial.
United Vision Financial financials insights
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2026
Debt
$523K
Debt
$980K
United Vision Financial Tech Stack
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Founded in 1992, Umpqua Valley Financial offers comprehensive tax planning, return preparation, business consulting, and financial services tailored for individuals and small businesses. They also conduct municipal audits and financial statement reviews for various entities including non-profits and school districts across Oregon. Their holistic ap... Read More
