Washo Financial

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

4300 N Miller Rd Ste 231, Scottsdale, Ar...

Phone Number

(480) 223-1315

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Washo Financial

Washo Financial, led by Jason E. Washo, CPA, PFS, CFP®, is a trusted investment fiduciary based in Scottsdale, Arizona, specializing in comprehensive financial planning and retirement strategies. The firm focuses on aligning clients' financial goals with sound investment advice, ensuring decisions are made in their best interests. Their services encompass a wide range of financial matters, including tax strategies, insurance coverage, and wealth management. Targeting individuals and families seeking to secure their financial future, Washo Financial aims to provide essential direction and education for long-term success.Explore more
Washo Financial's Social MediaPopular SearchesWasho FinancialWasho Financial LLCwww.washofinancial.com/ Aswasho financial associates LPWasho Financial, weSIC Code 62,628NAICS Code 52,523Show more

Washo Financial Org Chart

PhoneEmail
KW
United States flag for contact location.

Administrative Associate

PhoneEmail
KH
United States flag for contact location.

Client Services & Sales Assistant

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Washo Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Washo Financial

<$5M
1-10
Private
-
2005
KW
Karen WashoAdministrative Associate
<$5M
1-10
Private
-
1999
SR
Sean RooneyManaging Partner
<$5M
11-50
Private
<$5M
-
CS
Christopher SmithFinancial Advisor
<$5M
1-10
Private
-
1999
JW
Jordan WestDirector, Operations
<$5M
1-10
Private
-
1985
BG
Becky GreenManager, Branch Operations
<$5M
1-10
Private
-
2018
VD
Veronica De La RosaLpl Financial Advisor
<$5M
1-10
Private
-
2012
Gregory Alft, President & Financial Planner at Forward Financial Group
Gregory AlftPresident & Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Washo Financial Tech Stack

A closer look at the technologies used by Washo Financial

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Frequently Asked Questions Regarding Washo Financial

What is Washo Financial's official website?
Washo Financial's official website is www.washofinancial.com
What is Washo Financial's Revenue?
Washo Financial's revenue is <$5 Million
What is Washo Financial's SIC code?
Washo Financial's SIC: 62,628
What is Washo Financial's NAICS code?
Washo Financial's NAICS: 52,523
How many employees does Washo Financial have?
Washo Financial has 1-10 employees
What industry does Washo Financial belong to?
Washo Financial is in the industry of: Finance, Securities Trading
What is Washo Financial competition?
Washo Financial top competitors include: Wagstaff & Crawford, Prospect Financial Services, Forward Financial Group, Bluestone Wealth Management
What technology does Washo Financial use?
Some of the popular technologies that Washo Financial uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Washo Financial?
Washo Financial contact info: Phone number: (480) 223-1315 Website: www.washofinancial.com
What does Washo Financial do?

Washo Financial, led by Jason E. Washo, CPA, PFS, CFP®, is a trusted investment fiduciary based in Scottsdale, Arizona, specializing in comprehensive financial planning and retirement strategies. The firm focuses on aligning clients' financial goals with sound investment advice, ensuring decisions are made in their best interests. Their services en... compass a wide range of financial matters, including tax strategies, insurance coverage, and wealth management. Targeting individuals and families seeking to secure their financial future, Washo Financial aims to provide essential direction and education for long-term success.Read More

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

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