Talarico and Associates

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2210 Bandera Hwy Unit H, Kerrville, Texa...

Phone Number

(830) 315-6533

Revenue

<$5 Million

Industry

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

About Talarico and Associates

Talarico and Associates is a wealth management firm that specializes in personalized financial planning and investment strategies, focusing on aligning clients' financial goals with their values. They offer services such as investment management, retirement savings accounts, charitable giving, and legacy planning, all rooted in Biblically Responsible Investing principles. The firm is dedicated to providing expert guidance to families and individuals, helping them simplify their financial lives and pursue meaningful goals. With a commitment to integrity and responsible stewardship, Talarico and Associates serves clients through a relationship-centered approach, ensuring ongoing support and clarity in their financial journeys.Explore more
Talarico and Associates's Social MediaPopular SearchesTalarico and AssociatesTalarico & AssociatesTalarico & Associates IncJeff Talarico, CRPC, CKASullivan & Talarico AssociatesSIC Code 62,628NAICS Code 52,523Show more

Talarico and Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Talarico and Associates

<$5M
1-10
Private
-
2009
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Talarico and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Talarico and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Talarico and Associates.

Talarico and Associates Tech Stack

A closer look at the technologies used by Talarico and Associates

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Frequently Asked Questions Regarding Talarico and Associates

What is Talarico and Associates's official website?
Talarico and Associates's official website is www.talaricowm.com
What is Talarico and Associates's Revenue?
Talarico and Associates's revenue is <$5 Million
What is Talarico and Associates's SIC code?
Talarico and Associates's SIC: 62,628
What is Talarico and Associates's NAICS code?
Talarico and Associates's NAICS: 52,523
How many employees does Talarico and Associates have?
Talarico and Associates has 1-10 employees
What industry does Talarico and Associates belong to?
Talarico and Associates is in the industry of: Finance, Securities Trading
What is Talarico and Associates competition?
Talarico and Associates top competitors include: Copper Canyon Wealth Management, Short Financial, Olson Wealth, Goodrich and Associates
What technology does Talarico and Associates use?
Some of the popular technologies that Talarico and Associates uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, Google Tag Manager
How do I contact Talarico and Associates?
Talarico and Associates contact info: Phone number: (830) 315-6533 Website: www.talaricowm.com
What does Talarico and Associates do?

Talarico and Associates is a wealth management firm that specializes in personalized financial planning and investment strategies, focusing on aligning clients' financial goals with their values. They offer services such as investment management, retirement savings accounts, charitable giving, and legacy planning, all rooted in Biblically Responsib... le Investing principles. The firm is dedicated to providing expert guidance to families and individuals, helping them simplify their financial lives and pursue meaningful goals. With a commitment to integrity and responsible stewardship, Talarico and Associates serves clients through a relationship-centered approach, ensuring ongoing support and clarity in their financial journeys.Read More

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

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