Wise Financial

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

3 Franklin Sq Ste 6, Saratoga Springs, N...

Phone Number

(518) 584-5052

Revenue

<$5 Million

Industry

Finance Securities Trading

About Wise Financial

Wise Financial is a comprehensive financial planning firm that offers a range of services including investments, retirement planning, insurance, tax planning, and estate planning. The firm aims to provide structured wealth-building guidance tailored to the diverse needs of its clients, which include retirees, business owners, professionals, and women seeking financial independence. With a team of experienced professionals, Wise Financial emphasizes personalized strategies and long-term relationships to help clients achieve their financial goals. Their approach involves understanding clients' unique situations, strategizing based on individual goals, and adapting plans as circumstances change.Explore more
Wise Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wise Financial Org Chart

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DA
United States flag for contact location.

Vice President, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wise Financial

<$5M
11-50
Private
<$5M
2017
DA
Daries AllaniVice President, Marketing
$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
<$5M
1-10
Private
-
1998
KF
Kelly FarmerDirector, Client Services
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Wise Financial Tech Stack

A closer look at the technologies used by Wise Financial

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Frequently Asked Questions Regarding Wise Financial

What is Wise Financial's official website?
Wise Financial's official website is www.wisefinancial.net
What is Wise Financial's Revenue?
Wise Financial's revenue is <$5 Million
What is Wise Financial's SIC code?
Wise Financial's SIC: 62,628
What is Wise Financial's NAICS code?
Wise Financial's NAICS: 52,523
How many employees does Wise Financial have?
Wise Financial has 11-50 employees
What industry does Wise Financial belong to?
Wise Financial is in the industry of: Finance, Securities Trading
What is Wise Financial competition?
Wise Financial top competitors include: Roberson Financial Services, Legacy Financial Associates
What technology does Wise Financial use?
Some of the popular technologies that Wise Financial uses are: Cloudflare Website Optimization, Proofpoint, Datadog, HubSpot
How do I contact Wise Financial?
Wise Financial contact info: Phone number: (518) 584-5052 Website: www.wisefinancial.net
What does Wise Financial do?

Wise Financial is a comprehensive financial planning firm that offers a range of services including investments, retirement planning, insurance, tax planning, and estate planning. The firm aims to provide structured wealth-building guidance tailored to the diverse needs of its clients, which include retirees, business owners, professionals, and wom... en seeking financial independence. With a team of experienced professionals, Wise Financial emphasizes personalized strategies and long-term relationships to help clients achieve their financial goals. Their approach involves understanding clients' unique situations, strategizing based on individual goals, and adapting plans as circumstances change.Read More

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

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