Vision Service Plan

Insurance · California, United States · 1-10 Employees

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Overview

Headquarters

999 Commercial St Ste 107, Palo Alto, Ca...

Phone Number

(650) 858-8065

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
2

About Vision Service Plan

Klein Financial Services, led by Claudette G. Klein, CFP, offers a wide range of financial products and services including life, health, dental, and vision insurance, as well as investment advisory services. With over two decades of experience, the company is dedicated to client commitment and providing security for the future. Their offerings also include retirement plans, disability income insurance, and personal financial planning. The firm primarily serves clients seeking comprehensive financial solutions and insurance coverage.Explore more
Vision Service Plan's Social MediaPopular SearchesVision Service PlanKlein Financial ServicesKlein FInancialSIC Code 64,641NAICS Code 52,524Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Service Plan

<$5M
1-10
Private
-
-
N/A
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
$5.5M
11-50
Private
-
-
VS
Vickie ShankRepresentative Assistant
<$5M
1-10
Private
-
2005
DP
Dexter PinedoEstudiante De Licenciatura
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2017
NM
Nicholas McClearyPresident & Financial Advisor
<$5M
1-10
Private
-
2015
BR
Brian RileyFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Vision Service Plan is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Vision Service Plan Tech Stack

A closer look at the technologies used by Vision Service Plan

Top Insurance Companies

Frequently Asked Questions Regarding Vision Service Plan

What is Vision Service Plan's official website?
Vision Service Plan's official website is www.claudetteklein.com
What is Vision Service Plan's Revenue?
Vision Service Plan's revenue is <$5 Million
What is Vision Service Plan's SIC code?
Vision Service Plan's SIC: 64,641
What is Vision Service Plan's NAICS code?
Vision Service Plan's NAICS: 52,524
How many employees does Vision Service Plan have?
Vision Service Plan has 1-10 employees
What industry does Vision Service Plan belong to?
Vision Service Plan is in the industry of: Insurance, Finance, Securities Trading
What is Vision Service Plan competition?
Vision Service Plan top competitors include: Acacia Financial Advisors, Castle Financial Partners, Investment Advisors, Rogers Financial Group
What technology does Vision Service Plan use?
Some of the popular technologies that Vision Service Plan uses are: PHP 5.6, WooCommerce, WordPress.org, PHP
How do I contact Vision Service Plan?
Vision Service Plan contact info: Phone number: (650) 858-8065 Website: www.claudetteklein.com
What does Vision Service Plan do?

Klein Financial Services, led by Claudette G. Klein, CFP, offers a wide range of financial products and services including life, health, dental, and vision insurance, as well as investment advisory services. With over two decades of experience, the company is dedicated to client commitment and providing security for the future. Their offerings also... include retirement plans, disability income insurance, and personal financial planning. The firm primarily serves clients seeking comprehensive financial solutions and insurance coverage.Read More

What are Vision Service Plan social media links?
Vision Service Plan Facebook page
Is Vision Service Plan a public company?
Vision Service Plan is private company therefore does not currently have an official ticker symbol
See more information about Vision Service Plan

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