Folino; Tax & Financial Network

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

333 N Lantana St Ste 297, Camarillo, Cal...

Phone Number

(805) 482-4062

Revenue

<$5 Million

Industry

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

About Folino; Tax & Financial Network

Folino Tax & Financial Network specializes in providing comprehensive financial management services to individuals and families, focusing on tax, estate planning, and wealth management. Their offerings include investment advisory services, retirement planning, and asset protection, all tailored to meet the unique goals of their clients. The firm prides itself on building strong, trust-based relationships with clients, treating them like family and providing personalized attention year-round. With a holistic approach to financial management, Folino aims to help clients preserve and grow their wealth while addressing their individual financial needs.Explore more
Folino; Tax & Financial Network's Social MediaPopular SearchesFolino; Tax & Financial NetworkFolino Tax & Financial NetworkFolino TaxFolino Tax and Financial NetworkSIC Code 62,628NAICS Code 52,523Show more

Folino; Tax & Financial Network Org Chart

PhoneEmail
JW
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Manager, Operations & Enrolled Agent

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DF
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Enrolled Agent, EA, Tax Consultant and Certif...

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KF
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Enrolled Agent, EA, Tax Consultant and Certif...

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PW
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Registered Representative

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Compare Similar Companies to Folino; Tax & Financial Network

Compare insights from companies similar to Folino; Tax & Financial Network, 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

Folino; Tax & Financial N...

<$5M
1-10
Private
-
1985
JW
Jamie WilliamsManager, Operations & Enrolled Agent
$7M
11-50
Private
-
1996
PF
Patrick FryeSenior Vice President and Chief Credit Officer
<$5M
1-10
Private
-
2005
Lance Dumas, Founder I Managing Partner at Cornerstone Financial Advisers
Lance DumasFounder I Managing Partner
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
1998
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Folino; Tax & Financial Network is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Folino; Tax & Financial Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Folino; Tax & Financial Network.

Folino; Tax & Financial Network Tech Stack

A closer look at the technologies used by Folino; Tax & Financial Network

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Frequently Asked Questions Regarding Folino; Tax & Financial Network

What is Folino; Tax & Financial Network's official website?
Folino; Tax & Financial Network's official website is www.folinotax.com
What is Folino; Tax & Financial Network's Revenue?
Folino; Tax & Financial Network's revenue is <$5 Million
What is Folino; Tax & Financial Network's SIC code?
Folino; Tax & Financial Network's SIC: 62,628
What is Folino; Tax & Financial Network's NAICS code?
Folino; Tax & Financial Network's NAICS: 52,523
How many employees does Folino; Tax & Financial Network have?
Folino; Tax & Financial Network has 1-10 employees
What industry does Folino; Tax & Financial Network belong to?
Folino; Tax & Financial Network is in the industry of: Finance, Securities Trading
What is Folino; Tax & Financial Network competition?
Folino; Tax & Financial Network top competitors include: Nastali Financial Services, Sopher Financial Group, Peak Mountain Advisors, Cornerstone Financial Advisers
What technology does Folino; Tax & Financial Network use?
Some of the popular technologies that Folino; Tax & Financial Network uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Folino; Tax & Financial Network?
Folino; Tax & Financial Network contact info: Phone number: (805) 482-4062 Website: www.folinotax.com
What does Folino; Tax & Financial Network do?

Folino Tax & Financial Network specializes in providing comprehensive financial management services to individuals and families, focusing on tax, estate planning, and wealth management. Their offerings include investment advisory services, retirement planning, and asset protection, all tailored to meet the unique goals of their clients. The firm pr... ides itself on building strong, trust-based relationships with clients, treating them like family and providing personalized attention year-round. With a holistic approach to financial management, Folino aims to help clients preserve and grow their wealth while addressing their individual financial needs.Read More

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

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