Vine Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

161 Wilbur Ave Ste 210, Somerset, Massac...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Vine Financial

Vine Financial, LLC is a financial advisory firm based in Somerset, MA, specializing in empowering business owners, retirees, and successful professionals with financial strategies to maximize and protect their assets. The company offers a range of services including estate planning, retirement planning, income protection, and tax-advantaged financial strategies. Their team is dedicated to treating clients like family and providing personalized financial guidance. Vine Financial collaborates with various professionals to ensure comprehensive financial solutions for high-net-worth families and individuals.Explore more
Popular SearchesVine Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Vine Financial Org Chart

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Type

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Founded In

Top Executive

Vine Financial

<$5M
1-10
Private
-
-
MM
Matthew MedeirosOffice Manager
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2019
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Stanley SchofieldCEO Oklahoma Branch
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1990
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2014
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Tina MayesWealth Advisor
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2002
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2006
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Terra AncisoManager, Customer Relations
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Shelby KaneshiroClient Relationship Manager
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Vine Financial Tech Stack

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Frequently Asked Questions Regarding Vine Financial

What is Vine Financial's official website?
Vine Financial's official website is www.vine-financial.com
What is Vine Financial's Revenue?
Vine Financial's revenue is <$5 Million
What is Vine Financial's SIC code?
Vine Financial's SIC: 62,628
What is Vine Financial's NAICS code?
Vine Financial's NAICS: 52,523
How many employees does Vine Financial have?
Vine Financial has 1-10 employees
What industry does Vine Financial belong to?
Vine Financial is in the industry of: Finance, Securities Trading
What is Vine Financial competition?
Vine Financial top competitors include: Heir Associates, Hamada Financial Group, Beaver Financial Group, Financial Strategies and Solutions
What technology does Vine Financial use?
Some of the popular technologies that Vine Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, MailChimp, JQuery 1.11.1
What does Vine Financial do?

Vine Financial, LLC is a financial advisory firm based in Somerset, MA, specializing in empowering business owners, retirees, and successful professionals with financial strategies to maximize and protect their assets. The company offers a range of services including estate planning, retirement planning, income protection, and tax-advantaged financ... ial strategies. Their team is dedicated to treating clients like family and providing personalized financial guidance. Vine Financial collaborates with various professionals to ensure comprehensive financial solutions for high-net-worth families and individuals.Read More

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

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