Way Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

117 E Main St, Ripon, California, 95366,...

Phone Number

(209) 542-4929

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Way Financial

Way Financial is a financial firm offering services such as estate planning, life insurance planning, advanced tax planning, and retirement income planning. Their target clients are individuals seeking comprehensive financial solutions, and they also provide access to investment advisory services through Foundations Investment Advisors, LLC. The company emphasizes stewardship and offers the SmartVestor Pro program for those looking to create lifetime income during retirement years.Explore more
Way Financial's Social MediaPopular SearchesWay FinancialWay Financial & Insurance Services IncWay Financial - IncWay Financial IncWay Financial and Insurance ServicesSIC Code 62,628NAICS Code 52,523Show more

Way Financial Org Chart

PhoneEmail
KP
United States flag for contact location.

Manager, Accounts

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
JB
United States flag for contact location.

Manager, Customer Experience

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Way Financial

<$5M
1-10
Private
-
2005
KP
Kara PeneraManager, Accounts
<$5M
11-50
Private
<$5M
2004
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2006
DZ
David ZumbuschCertified Financial Planner
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2002
ML
Michael LadinFounder & CEO
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Way Financial Tech Stack

A closer look at the technologies used by Way Financial

Top Finance Companies

Frequently Asked Questions Regarding Way Financial

What is Way Financial's official website?
Way Financial's official website is www.wayfinancial.com
What is Way Financial's Revenue?
Way Financial's revenue is <$5 Million
What is Way Financial's SIC code?
Way Financial's SIC: 62,628
What is Way Financial's NAICS code?
Way Financial's NAICS: 52,523
How many employees does Way Financial have?
Way Financial has 1-10 employees
What industry does Way Financial belong to?
Way Financial is in the industry of: Finance, Insurance, Securities Trading
What is Way Financial competition?
Way Financial top competitors include: Ladin Tax & Financial Group, Semmax Financial Group, Cornerstone Wealth Management, RZA Wealth Management
What technology does Way Financial use?
Some of the popular technologies that Way Financial uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Way Financial?
Way Financial contact info: Phone number: (209) 542-4929 Website: www.wayfinancial.com
What does Way Financial do?

Way Financial is a financial firm offering services such as estate planning, life insurance planning, advanced tax planning, and retirement income planning. Their target clients are individuals seeking comprehensive financial solutions, and they also provide access to investment advisory services through Foundations Investment Advisors, LLC. The co... mpany emphasizes stewardship and offers the SmartVestor Pro program for those looking to create lifetime income during retirement years.Read More

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

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