Upright Financial

Insurance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

4343 N Scottsdale Rd Ste 150, Scottsdale...

Phone Number

(602) 474-6473

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Upright Financial

Upright Financial is an independent financial services firm specializing in creating tailored retirement strategies using a variety of insurance products. With over 30 years of experience, they provide individual guidance to help clients navigate their unique retirement needs, including retirement income strategies, asset protection, and legacy planning. Their services are designed to ensure clients' financial goals are met while addressing the complexities of retirement planning. Upright Financial aims to empower individuals to make informed decisions about their financial futures.Explore more
Upright Financial's Social MediaPopular SearchesUpright FinancialUpright Financial IncUpright Financial LLCSIC Code 64,641NAICS Code 52,524Show more

Upright Financial Org Chart

PhoneEmail
Daniel Anguiano, President at Upright Financial
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Upright Financial

<$5M
1-10
Private
-
2021
$5.6M
11-50
Private
-
2004
CS
Charles SellsDirector, Advanced Planning
<$5M
1-10
Private
-
-
EW
Elizabeth WilliamsIndependent Financial Advisor & Owner
<$5M
1-10
Private
-
-
DB
Donna BuyzeDirector, Investment Operations & Research
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
JW
Janet WoodController
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Upright Financial

What is Upright Financial's official website?
Upright Financial's official website is www.uprightwealth.com
What is Upright Financial's Revenue?
Upright Financial's revenue is <$5 Million
What is Upright Financial's SIC code?
Upright Financial's SIC: 64,641
What is Upright Financial's NAICS code?
Upright Financial's NAICS: 52,524
How many employees does Upright Financial have?
Upright Financial has 1-10 employees
What industry does Upright Financial belong to?
Upright Financial is in the industry of: Insurance
What is Upright Financial competition?
Upright Financial top competitors include: Financial Ark Builders, H&T Capital Advisor Group, Ross Financial, Daybreak Financial Partners
How do I contact Upright Financial?
Upright Financial contact info: Phone number: (602) 474-6473 Website: www.uprightwealth.com
What does Upright Financial do?

Upright Financial is an independent financial services firm specializing in creating tailored retirement strategies using a variety of insurance products. With over 30 years of experience, they provide individual guidance to help clients navigate their unique retirement needs, including retirement income strategies, asset protection, and legacy pla... nning. Their services are designed to ensure clients' financial goals are met while addressing the complexities of retirement planning. Upright Financial aims to empower individuals to make informed decisions about their financial futures.Read More

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

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