Young Financial Services

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

6671 W Indiantown Rd Ste 50-226, Jupiter...

Phone Number

(561) 427-6767

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
1
1
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1

About Young Financial Services

Young Financial Services specializes in private capital management, corporate capital management, and retirement planning for federal employees. Their services include corporate pension and 401(k) management, as well as fiduciary investment management and fee benchmarking. The company aims to assist clients in analyzing their retirement plans and ensuring compliance with Department of Labor regulations. They primarily serve federal employees and organizations looking for comprehensive financial advisory services.Explore more
Popular SearchesYoung Financial Services LLCJc Financial Services LLCYoung Financial Services IncPension Group LLCyoungfs.comSIC Code 62,628NAICS Code 52,523Show more

Young Financial Services Org Chart

PhoneEmail
RY
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Investment Advisor & Representative (Iar)

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Young Financial Services

<$5M
11-50
Private
-
1998
RY
Robert YoungInvestment Advisor & Representative (Iar)
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2004
N/A
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Young Financial Services Tech Stack

A closer look at the technologies used by Young Financial Services

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Frequently Asked Questions Regarding Young Financial Services

What is Young Financial Services's official website?
Young Financial Services's official website is www.youngfs.com
What is Young Financial Services's Revenue?
Young Financial Services's revenue is <$5 Million
What is Young Financial Services's SIC code?
Young Financial Services's SIC: 62,628
What is Young Financial Services's NAICS code?
Young Financial Services's NAICS: 52,523
How many employees does Young Financial Services have?
Young Financial Services has 11-50 employees
What industry does Young Financial Services belong to?
Young Financial Services is in the industry of: Finance, Securities Trading
What is Young Financial Services competition?
Young Financial Services top competitors include: FRS Capital Management, 401K Plan Services, Copper Canyon Wealth Management, Excelsus Capital Management
What technology does Young Financial Services use?
Some of the popular technologies that Young Financial Services uses are: Barracuda Networks, Google Font API, Google Tag Manager, Font Awesome
How do I contact Young Financial Services?
Young Financial Services contact info: Phone number: (561) 427-6767 Website: www.youngfs.com
What does Young Financial Services do?

Young Financial Services specializes in private capital management, corporate capital management, and retirement planning for federal employees. Their services include corporate pension and 401(k) management, as well as fiduciary investment management and fee benchmarking. The company aims to assist clients in analyzing their retirement plans and e... nsuring compliance with Department of Labor regulations. They primarily serve federal employees and organizations looking for comprehensive financial advisory services.Read More

Is Young Financial Services a public company?
Young Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Young Financial Services

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