McPherson Financial Advisors

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

231 Park Pl Apt 23, Brooklyn, New York, ...

Phone Number

(347) 788-1748

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About McPherson Financial Advisors

We are a fee-only financial advisory firm that offers comprehensive, holistic financial planning services including: Investment Planning Retirement Planning Portfolio Analysis Income Tax Planning Insurance Planning College Funding Elder Planning Estate Planning We offer a free consultation to address your financial concerns. Please contact us to schedule an appointment. We serve clients in the New York City metropolitan area. Sam McPherson, President/CEO, is a CERTIFIED FINANCIAL PLANNER¢ professional. He has over twenty-five years' experience in the financial industry, and is a Columbia University graduate. He is known for his attention to detail and his common sense. We are bound by a fiduciary duty to put your interests ahead of our own. We will only recommend financial products and services that suit your individual needs.Explore more
Popular SearchesMcpherson Financial Advisors IncSIC Code 62,628NAICS Code 52,523Show more

McPherson Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McPherson Financial Advis...

<$5M
1-10
Private
-
2009
SM
Samuel McPhersonFinancial Advisor
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
1997
JO
Janine OsterinkChief Compliance Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McPherson Financial Advisors Tech Stack

A closer look at the technologies used by McPherson Financial Advisors

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Frequently Asked Questions Regarding McPherson Financial Advisors

What is McPherson Financial Advisors's official website?
McPherson Financial Advisors's official website is www.mcphersonadvisors.com
What is McPherson Financial Advisors's Revenue?
McPherson Financial Advisors's revenue is <$5 Million
What is McPherson Financial Advisors's SIC code?
McPherson Financial Advisors's SIC: 62,628
What is McPherson Financial Advisors's NAICS code?
McPherson Financial Advisors's NAICS: 52,523
How many employees does McPherson Financial Advisors have?
McPherson Financial Advisors has 1-10 employees
What industry does McPherson Financial Advisors belong to?
McPherson Financial Advisors is in the industry of: Finance, Securities Trading
What is McPherson Financial Advisors competition?
McPherson Financial Advisors top competitors include: Horizons Wealth Management, Charles Carroll Financial Partners, Safe Landing Financial, Covenant Wealth Advisors
What technology does McPherson Financial Advisors use?
Some of the popular technologies that McPherson Financial Advisors uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Google Workspace
How do I contact McPherson Financial Advisors?
McPherson Financial Advisors contact info: Phone number: (347) 788-1748 Website: www.mcphersonadvisors.com
What does McPherson Financial Advisors do?

We are a fee-only financial advisory firm that offers comprehensive, holistic financial planning services including: Investment Planning Retirement Planning Portfolio Analysis Income Tax Planning Insurance Planning College Funding Elder Planning Estate Planning We offer a free consultation to address your financial concerns. Please contact us to sc... hedule an appointment. We serve clients in the New York City metropolitan area. Sam McPherson, President/CEO, is a CERTIFIED FINANCIAL PLANNER¢ professional. He has over twenty-five years' experience in the financial industry, and is a Columbia University graduate. He is known for his attention to detail and his common sense. We are bound by a fiduciary duty to put your interests ahead of our own. We will only recommend financial products and services that suit your individual needs.Read More

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

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