FirstWave Financial

  • Financial Services
  • Satellite Beach FL
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
1300 Highway A1A, Satellite Beach FL
Website
firstwavefinancial.com
Phone
(321) 773-7773
Employees
7
Founded in
1995
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is FirstWave Financial

FirstWave Financial is a wealth management firm based in Satellite Beach, Florida. The company is owned and operated as a private company and employs 7 people. FirstWave Financial provides personalized financial planning services designed to simplify the complexities of investing, retirement, asset protection, and estate planning. Their team of experienced WealthCoaches, who average over 20 years in the financial services industry, work with clients to develop tailored financial strategies aligned with their individual goals. FirstWave Financial differentiates itself by emphasizing a client-focused approach, minimizing anxieties associated with financial planning, and providing ongoing support to monitor and adjust strategies as needed. This personalized service aims to empower clients to achieve their long-term financial aspirations. Clients can schedule a complimentary consultation with a FirstWave Financial WealthCoach by calling 321-773-7773. They can also learn more about the company's services by visiting their website at firstwavefinancial.com.

FirstWave Financial Industry Tags

Investments
Retirement Planning
Income Tax and Estate Tax Minimization
Debt Reduction
Insurance
Fully Integrated Financial Services
Financial Services
Financial Advisory Services
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FirstWave Financial Tech Stack

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FAQ

What is the location of FirstWave Financial's headquarters?
The headquarters of FirstWave Financial are situated at 1300 Highway A1A, Satellite Beach FL
What is FirstWave Financial's phone number?
FirstWave Financial's contact number is (321) 773-7773.
What is FirstWave Financial's official website?
The official website of FirstWave Financial can be found at firstwavefinancial.com.
What is FirstWave Financial's current revenue?
As of January 2015, FirstWave Financial's annual revenue reached $5B.
How many employees does FirstWave Financial currently have?
FirstWave Financial employs approximately 7+ people as of January 2015
Which industries is FirstWave Financial primarily operating in?
FirstWave Financial operates in the following industries: Finance, Credit
What are FirstWave Financial's industry tags?
FirstWave Financial's industry tags include: Investments, Retirement Planning, Income Tax and Estate Tax Minimization
When was FirstWave Financial founded?
FirstWave Financial was founded in 1995.

Employee Directory

Key Employees

Leslie Carlson

Client Service Manager

Phone Email

Patricia Wood

Director of First Impressions

Phone Email