Verbeek & Associates

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

125 Summer St Ste 1400, Boston, Massachu...

Phone Number

(617) 728-7455

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1

About Verbeek & Associates

Verbeek & Associates is a financial advisory firm that specializes in comprehensive planning services, including estate, investment, retirement, and charitable planning. They aim to provide professional and objective financial advice to help clients preserve, grow, and transfer their assets effectively. The firm is dedicated to assisting individuals and families in navigating today's financial environment and achieving sustainable financial success. Their target clients include those seeking guidance in managing their financial futures and making the most of their income and assets.Explore more
Popular SearchesVerbeek & AssociatesVerbeek GerardSIC Code 62,628NAICS Code 52,523Show more

Verbeek & Associates Org Chart

PhoneEmail
JV
United States flag for contact location.

Practice Manager

PhoneEmail
LN
United States flag for contact location.

Manager, Underwriting

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Verbeek & Associates

<$5M
1-10
Private
-
-
JV
Jennifer VerbeekPractice Manager
$5.8M
11-50
Private
-
-
DR
Douglas RichmondDirector, Sagemark Consulting Private Wealth Services
<$5M
1-10
Private
-
-
AB
Amy BueltermanManager, Business Practice
<$5M
1-10
Private
-
-
LA
Leigh AddisonPractice Manager
<$5M
11-50
Private
-
2014
JD
Jeremy DiTullioFounding Financial Partner & Planner
<$5M
1-10
Private
-
2003
George Simon, President at Simon Financial Group
George SimonPresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Verbeek & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Verbeek & Associates Tech Stack

A closer look at the technologies used by Verbeek & Associates

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Frequently Asked Questions Regarding Verbeek & Associates

What is Verbeek & Associates's official website?
Verbeek & Associates's official website is www.verbeekandassociates.com
What is Verbeek & Associates's Revenue?
Verbeek & Associates's revenue is <$5 Million
What is Verbeek & Associates's SIC code?
Verbeek & Associates's SIC: 62,628
What is Verbeek & Associates's NAICS code?
Verbeek & Associates's NAICS: 52,523
How many employees does Verbeek & Associates have?
Verbeek & Associates has 1-10 employees
What industry does Verbeek & Associates belong to?
Verbeek & Associates is in the industry of: Finance, Securities Trading
What is Verbeek & Associates competition?
Verbeek & Associates top competitors include: Simon Financial Group, Cleveland Financial Group, Grossman Financial Planning Group, Shannon Sottile, Certified Financial
What technology does Verbeek & Associates use?
Some of the popular technologies that Verbeek & Associates uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, FMG Suite
How do I contact Verbeek & Associates?
Verbeek & Associates contact info: Phone number: (617) 728-7455 Website: www.verbeekandassociates.com
What does Verbeek & Associates do?

Verbeek & Associates is a financial advisory firm that specializes in comprehensive planning services, including estate, investment, retirement, and charitable planning. They aim to provide professional and objective financial advice to help clients preserve, grow, and transfer their assets effectively. The firm is dedicated to assisting individual... s and families in navigating today's financial environment and achieving sustainable financial success. Their target clients include those seeking guidance in managing their financial futures and making the most of their income and assets.Read More

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

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