Informative Financial Services

  • Financial Services
  • Toledo OH
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
4159 Holland Sylvania # 104, Toledo OH
Website
informativefinancialservices.com
Phone
(419) 885-8384
Employees
3
Founded in
1982
Industry
Financial Services
NAICS Code
NAICS Code 522 Companies
NAICS Code 52232 Companies
NAICS Code 522320 Companies
NAICS Code 5223 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 73 Companies
SIC Code 738 Companies
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Financials & Stats

Revenue

$2B

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Who is Informative Financial Services

Informative Financial Services is a small, independent wealth management firm based in Toledo, Ohio. Founded in 1982, the company employs three people and generates over $10,000 in annual revenue. They specialize in providing personalized financial advice and services to individuals, families, and businesses in Northwest Ohio and Southeast Michigan. Informative Financial Services offers a comprehensive range of services, including wealth management, tax reduction strategies, and investment planning. They aim to empower clients by providing easily understandable recommendations and clear instructions for implementing their unique financial plans. As an independent firm, Informative Financial Services has the flexibility to select from a variety of investment options tailored to each client's specific needs and goals. They emphasize a hands-on approach, working closely with clients to educate them about their financial situation and develop strategies for achieving their financial aspirations. Clients can reach Informative Financial Services through their website at informativefinancialservices.com. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC.

Informative Financial Services Industry Tags

Financial Planning
Certified Wealth Strategist
Comprehensive Wealth Management
Tax Reduction
Established Investment Planning
Financial Services
Financial Advisory Services
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Informative Financial Services Tech Stack

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FAQ

What is the location of Informative Financial Services's headquarters?
The headquarters of Informative Financial Services are situated at 4159 Holland Sylvania # 104, Toledo OH
What is Informative Financial Services's phone number?
Informative Financial Services's contact number is (419) 885-8384.
What is Informative Financial Services's official website?
The official website of Informative Financial Services can be found at informativefinancialservices.com.
What is Informative Financial Services's current revenue?
As of October 2016, Informative Financial Services's annual revenue reached $2B.
How many employees does Informative Financial Services currently have?
Informative Financial Services employs approximately 3+ people as of October 2016
Which industries is Informative Financial Services primarily operating in?
Informative Financial Services operates in the following industries: Finance, Credit
What are Informative Financial Services's industry tags?
Informative Financial Services's industry tags include: Financial Planning, Certified Wealth Strategist, Comprehensive Wealth Management
When was Informative Financial Services founded?
Informative Financial Services was founded in 1982.

Employee Directory

Key Employees

Carey Stansbury

President-Owner

Phone Email

Greg Fockler

Financial Advisor

Phone Email

Colleen Perry

Marketing Coordinator

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