Tartan Financial Services

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

820 E Terra Cotta Ave Ste 114, Crystal L...

Phone Number

(815) 887-0077

Revenue

<$5 Million

Industry

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

About Tartan Financial Services

Tartan Financial Services specializes in providing personalized financial strategies tailored to clients' needs and long-term goals. Their services encompass investment management, retirement planning, estate planning, insurance, and tax strategies. With a team of experienced professionals, they aim to guide clients through life transitions and help them navigate today's economic challenges. The company is dedicated to building trust and integrity in their client relationships.Explore more
Tartan Financial Services's Social MediaPopular SearchesTartan Financial Services LLCTartan Financial ServicesTartan Financial Services Corptartanfs.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tartan Financial Services

<$5M
1-10
Private
-
1983
N/A
$5.3M
11-50
Private
-
-
LL
Lisa LeonardBranch Recruiting & Succession Head
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
-
2009
NB
Noah BoatrightOwner, Financial Advisor, Certified Financial Planner (CFP)
<$5M
1-10
Private
-
2004
MT
Michael TavernerWealth Management Advisor & Vice President
<$5M
1-10
Private
-
2002
N/A
<$5M
11-50
Private
-
2020
MB
Matthew BagellChief Financial Officer & Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Tartan Financial Services Tech Stack

A closer look at the technologies used by Tartan Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Tartan Financial Services

What is Tartan Financial Services's official website?
Tartan Financial Services's official website is www.tartan-financial.com
What is Tartan Financial Services's Revenue?
Tartan Financial Services's revenue is <$5 Million
What is Tartan Financial Services's SIC code?
Tartan Financial Services's SIC: 62,628
What is Tartan Financial Services's NAICS code?
Tartan Financial Services's NAICS: 52,523
How many employees does Tartan Financial Services have?
Tartan Financial Services has 1-10 employees
What industry does Tartan Financial Services belong to?
Tartan Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Tartan Financial Services competition?
Tartan Financial Services top competitors include: Moorestreet Financial Group, Boatright Capital Management, Russell Karpf, PlanSimple Financial Partners
What technology does Tartan Financial Services use?
Some of the popular technologies that Tartan Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Tartan Financial Services?
Tartan Financial Services contact info: Phone number: (815) 887-0077 Website: www.tartan-financial.com
What does Tartan Financial Services do?

Tartan Financial Services specializes in providing personalized financial strategies tailored to clients' needs and long-term goals. Their services encompass investment management, retirement planning, estate planning, insurance, and tax strategies. With a team of experienced professionals, they aim to guide clients through life transitions and hel... p them navigate today's economic challenges. The company is dedicated to building trust and integrity in their client relationships.Read More

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

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