We Listen - Financial Planning Solutions

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

Canada

Phone Number

(905) 426-8861

Revenue

<$5 Million

Industry

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

About We Listen - Financial Planning Solutions

We Listen - Financial Planning Solutions Inc. provides financial planning services aimed at helping clients achieve their personal financial goals, whether that involves retirement, debt management, or major purchases. The company creates customized financial plans that serve as roadmaps, offering investment and insurance products to address identified gaps. They emphasize a personalized approach, ensuring clients understand their financial journey in a stress-free manner. Additionally, clients benefit from access to SideDrawer, a digital document vault for secure storage and sharing of sensitive information.Explore more
We Listen - Financial Planning Solutions's Social MediaPopular SearchesWe Listen - Financial Planning SolutionsFinancial Planning Solutions IncSIC Code 62,628NAICS Code 52,523Show more

We Listen - Financial Planning Solutions Org Chart

JS
Canada flag for contact location.

Chief Executive Officer & President

Flame icon indicating likelihood to engage via phone.PhoneEmail
MS
Canada flag for contact location.

Managing Director

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is We Listen - Financial Planning Solutions your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to We Listen - Financial Planning Solutions

Compare insights from companies similar to We Listen - Financial Planning Solutions, 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

We Listen - Financial Pla...

<$5M
1-10
Private
-
2007
JS
Jeff StuartCEO & President
<$5M
1-10
Private
-
-
RB
Roselle BarrettoAdministrative Assistant
<$5M
11-50
Private
-
-
GK
George KaadiPresident & CEO
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2009
BM
Brian MooreFinancial Investment Security Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

We Listen - Financial Planning Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

We Listen - Financial Planning Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about We Listen - Financial Planning Solutions.

We Listen - Financial Planning Solutions Tech Stack

A closer look at the technologies used by We Listen - Financial Planning Solutions

Top Finance Companies

Frequently Asked Questions Regarding We Listen - Financial Planning Solutions

What is We Listen - Financial Planning Solutions's official website?
We Listen - Financial Planning Solutions's official website is www.welistenfinancial.com
What is We Listen - Financial Planning Solutions's Revenue?
We Listen - Financial Planning Solutions's revenue is <$5 Million
What is We Listen - Financial Planning Solutions's SIC code?
We Listen - Financial Planning Solutions's SIC: 62,628
What is We Listen - Financial Planning Solutions's NAICS code?
We Listen - Financial Planning Solutions's NAICS: 52,523
How many employees does We Listen - Financial Planning Solutions have?
We Listen - Financial Planning Solutions has 1-10 employees
What industry does We Listen - Financial Planning Solutions belong to?
We Listen - Financial Planning Solutions is in the industry of: Finance, Securities Trading
What is We Listen - Financial Planning Solutions competition?
We Listen - Financial Planning Solutions top competitors include: Maaskant Financial, Investment Planning Counsel, Investment Planning Counsel, TRIO Financial Planning
What technology does We Listen - Financial Planning Solutions use?
Some of the popular technologies that We Listen - Financial Planning Solutions uses are: NS1, Squarespace Online Stores, Embedly, Adobe Typekit
How do I contact We Listen - Financial Planning Solutions?
We Listen - Financial Planning Solutions contact info: Phone number: (905) 426-8861 Website: www.welistenfinancial.com
What does We Listen - Financial Planning Solutions do?

We Listen - Financial Planning Solutions Inc. provides financial planning services aimed at helping clients achieve their personal financial goals, whether that involves retirement, debt management, or major purchases. The company creates customized financial plans that serve as roadmaps, offering investment and insurance products to address identi... fied gaps. They emphasize a personalized approach, ensuring clients understand their financial journey in a stress-free manner. Additionally, clients benefit from access to SideDrawer, a digital document vault for secure storage and sharing of sensitive information.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.