Tandem Trust Financial

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

18604 Fm 1431, Jonestown, Texas, 78645, ...

Phone Number

(970) 414-7197

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Tandem Trust Financial

John Berlet specializes in fixed annuities, retirement planning, and safe money strategies, providing clients with options to secure their retirement income. The company offers resources such as guides on annuities and Social Security strategies to help clients maximize their benefits. Licensed in 33 states, John Berlet aims to assist individuals in navigating their financial planning needs. Their services are designed for those seeking reliable and informed retirement solutions.Explore more
Tandem Trust Financial's Social MediaPopular SearchesTandem Trust Financial LLCTandem Trust FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tandem Trust Financial

<$5M
11-50
Private
-
2003
N/A
<$5M
1-10
Private
-
1975
RB
Rod BorowyPresident & Founder
<$5M
1-10
Private
-
-
MK
Matthew KochRegistered Principal and Investment Advisor Representative
<$5M
1-10
Private
-
2008
RK
Roland KljunichPresident & CEO
<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
-
DT
David TreeceFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Tandem Trust Financial Tech Stack

A closer look at the technologies used by Tandem Trust Financial

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Frequently Asked Questions Regarding Tandem Trust Financial

What is Tandem Trust Financial's official website?
Tandem Trust Financial's official website is www.tandemtrustfinancial.com
What is Tandem Trust Financial's Revenue?
Tandem Trust Financial's revenue is <$5 Million
What is Tandem Trust Financial's SIC code?
Tandem Trust Financial's SIC: 62,628
What is Tandem Trust Financial's NAICS code?
Tandem Trust Financial's NAICS: 52,523
How many employees does Tandem Trust Financial have?
Tandem Trust Financial has 11-50 employees
What industry does Tandem Trust Financial belong to?
Tandem Trust Financial is in the industry of: Finance, Securities Trading
What is Tandem Trust Financial competition?
Tandem Trust Financial top competitors include: Safe Retirement Solutions, Koch Financial Design, WilLo Financial Group, Clients Excel Financial
What technology does Tandem Trust Financial use?
Some of the popular technologies that Tandem Trust Financial uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, GoDaddy Web Hosting
How do I contact Tandem Trust Financial?
Tandem Trust Financial contact info: Phone number: (970) 414-7197 Website: www.tandemtrustfinancial.com
What does Tandem Trust Financial do?

John Berlet specializes in fixed annuities, retirement planning, and safe money strategies, providing clients with options to secure their retirement income. The company offers resources such as guides on annuities and Social Security strategies to help clients maximize their benefits. Licensed in 33 states, John Berlet aims to assist individuals i... n navigating their financial planning needs. Their services are designed for those seeking reliable and informed retirement solutions.Read More

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

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