InFocus Financial Strategies

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1219 Pleasant Grove Blvd Ste 100, Rosevi...

Phone Number

(916) 462-8000

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
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Aug
ZI Rank
1
1
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2

About InFocus Financial Strategies

InFocus Financial Strategies is dedicated to enhancing the long-term financial success of its clients through personalized financial planning services. The firm emphasizes honesty, integrity, and trust, prioritizing client relationships and working closely with individuals to develop tailored strategies for retirement, estate planning, investment, insurance, and tax needs. Their experienced financial professionals guide clients at every stage of life, ensuring that their financial goals are met with customized plans. InFocus Financial Strategies serves clients who seek a supportive partnership in achieving their financial objectives.Explore more
InFocus Financial Strategies's Social MediaPopular SearchesInFocus Financial Strategies LLCFinancial Strategies LLCInFocus Small Business StrategiesInFocus Small Business Strategies LLCSIC Code 62,628NAICS Code 52,523Show more

InFocus Financial Strategies Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

InFocus Financial Strateg...

$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
2005
CH
Charles HessGeneral Securities Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

InFocus Financial Strategies Tech Stack

A closer look at the technologies used by InFocus Financial Strategies

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Frequently Asked Questions Regarding InFocus Financial Strategies

What is InFocus Financial Strategies's official website?
InFocus Financial Strategies's official website is www.infocusplan.com
What is InFocus Financial Strategies's Revenue?
InFocus Financial Strategies's revenue is $5 Million
What is InFocus Financial Strategies's SIC code?
InFocus Financial Strategies's SIC: 62,628
What is InFocus Financial Strategies's NAICS code?
InFocus Financial Strategies's NAICS: 52,523
How many employees does InFocus Financial Strategies have?
InFocus Financial Strategies has 11-50 employees
What industry does InFocus Financial Strategies belong to?
InFocus Financial Strategies is in the industry of: Finance, Securities Trading
What is InFocus Financial Strategies competition?
InFocus Financial Strategies top competitors include: Mundi Financial, Generational Wealth Management, Capstone Financial Partners, Teton Wealth Management
What technology does InFocus Financial Strategies use?
Some of the popular technologies that InFocus Financial Strategies uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact InFocus Financial Strategies?
InFocus Financial Strategies contact info: Phone number: (916) 462-8000 Website: www.infocusplan.com
What does InFocus Financial Strategies do?

InFocus Financial Strategies is dedicated to enhancing the long-term financial success of its clients through personalized financial planning services. The firm emphasizes honesty, integrity, and trust, prioritizing client relationships and working closely with individuals to develop tailored strategies for retirement, estate planning, investment,... insurance, and tax needs. Their experienced financial professionals guide clients at every stage of life, ensuring that their financial goals are met with customized plans. InFocus Financial Strategies serves clients who seek a supportive partnership in achieving their financial objectives.Read More

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

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