Trumbower Financial Advisors

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

4800 Montgomery Ln Ste 300, Bethesda, Ma...

Phone Number

(301) 215-8340

Revenue

<$5 Million

Industry

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

Trumbower Financial Advisors offers personal financial planning, tax compliance, and investment advisory services tailored to the needs of busy executives and professionals. The firm emphasizes objectivity and flexibility, ensuring that their advice is solely in the best interests of their clients without selling financial products. They provide creative solutions to complex financial challenges, whether for novice or seasoned investors. Their goal is to facilitate impactful financial decisions through reliable and efficient assistance.Explore more
Trumbower Financial Advisors's Social MediaPopular SearchesTrumbower Financial Advisors LLCTrumbower Financial AdvisorsTrumpeldor Finance LLCtrufinancial.comAdvisor LaunchpadSIC Code 62,628NAICS Code 52,523Show more

Trumbower Financial Advisors Org Chart

PhoneEmail
BN
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Director, Research & Senior Portfolio Manager

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TJ
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Director, Research

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CB
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Manager, Investment Advisory Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trumbower Financial Advis...

<$5M
11-50
Private
-
2004
BN
Brad NeumannDirector, Research & Senior Portfolio Manager
<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
2008
JC
Jason ClaytonManaging Partner
<$5M
1-10
Private
-
1986
PP
Patricia PooreeDirector, Client Relations
<$5M
1-10
Private
-
-
Hollis Lamon, President at Wallace Andy
Hollis LamonPresident
<$5M
1-10
Private
-
2015
BB
Bryan BlySenior Advisor & Senior Trader
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Trumbower Financial Advisors Tech Stack

A closer look at the technologies used by Trumbower Financial Advisors

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Frequently Asked Questions Regarding Trumbower Financial Advisors

What is Trumbower Financial Advisors's official website?
Trumbower Financial Advisors's official website is www.trufinancial.com
What is Trumbower Financial Advisors's Revenue?
Trumbower Financial Advisors's revenue is <$5 Million
What is Trumbower Financial Advisors's SIC code?
Trumbower Financial Advisors's SIC: 62,628
What is Trumbower Financial Advisors's NAICS code?
Trumbower Financial Advisors's NAICS: 52,523
How many employees does Trumbower Financial Advisors have?
Trumbower Financial Advisors has 11-50 employees
What industry does Trumbower Financial Advisors belong to?
Trumbower Financial Advisors is in the industry of: Finance, Securities Trading
What is Trumbower Financial Advisors competition?
Trumbower Financial Advisors top competitors include: Providence Financial Advisors, Glidepath Financial, ACT Financial Services, Vision Based Planning
What technology does Trumbower Financial Advisors use?
Some of the popular technologies that Trumbower Financial Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Trumbower Financial Advisors?
Trumbower Financial Advisors contact info: Phone number: (301) 215-8340 Website: www.trufinancial.com
What does Trumbower Financial Advisors do?

Trumbower Financial Advisors offers personal financial planning, tax compliance, and investment advisory services tailored to the needs of busy executives and professionals. The firm emphasizes objectivity and flexibility, ensuring that their advice is solely in the best interests of their clients without selling financial products. They provide cr... eative solutions to complex financial challenges, whether for novice or seasoned investors. Their goal is to facilitate impactful financial decisions through reliable and efficient assistance.Read More

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

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