Interactive Financial Advisors

  • Financial Services
  • New Lenox IL
  • 18 employees
  • Financial Services
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Company Overview

Headquarters
100 Batson Ct Suite 104, New Lenox IL
Website
swcares.com
Phone
(630) 472-1300
Employees
18
Founded in
2003
Industry
Financial Services
SIC Code
SIC Code 62 Companies
SIC Code 6211 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$25B

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Who is Interactive Financial Advisors

Interactive Financial Advisors is a nationally registered investment advisor based in New Lenox, Illinois. The firm employs 18 people and generates $25 million in annual revenue. Established in 2003, Interactive Financial Advisors specializes in providing investment and financial planning tools to financial advisors. The company's core mission is to empower advisors with the resources necessary to demonstrate a genuine commitment to their clients' financial well-being. Interactive Financial Advisors believes that the success of its advisors directly impacts its own success and strives to continually enhance the client experience. Interactive Financial Advisors is part of a collaborative network of three jointly owned companies: Interactive Financial Advisors, Unifinancial Corporation, and OrganizAmerica. This integrated system provides a comprehensive suite of products and services designed to realize their shared vision of client-centric financial care. For more information, visit the company website at swcares.com.

Company Leadership

Gary Tsujimoto

Managing Partner

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Roderick Hill

Managing Partner

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Interactive Financial Advisors Industry Tags

Financial Services
Financial Advisory Services
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Interactive Financial Advisors Tech Stack

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Companies Similar to Interactive Financial Advisors

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FAQ

What is the location of Interactive Financial Advisors's headquarters?
The headquarters of Interactive Financial Advisors are situated at 100 Batson Ct Suite 104, New Lenox IL
What is Interactive Financial Advisors's phone number?
Interactive Financial Advisors's contact number is (630) 472-1300.
What is Interactive Financial Advisors's official website?
The official website of Interactive Financial Advisors can be found at swcares.com.
What is Interactive Financial Advisors's current revenue?
As of February 2015, Interactive Financial Advisors's annual revenue reached $25B.
How many employees does Interactive Financial Advisors currently have?
Interactive Financial Advisors employs approximately 18+ people as of February 2015
Which industries is Interactive Financial Advisors primarily operating in?
Interactive Financial Advisors operates in the following industries: Finance, Credit
Who is the Managing Partner of Interactive Financial Advisors?
Interactive Financial Advisors's Managing Partner is Gary Tsujimoto
What are Interactive Financial Advisors's industry tags?
Interactive Financial Advisors's industry tags include: Financial Services, Financial Advisory Services
When was Interactive Financial Advisors founded?
Interactive Financial Advisors was founded in 2003.

Employee Directory

Key Employees

Rick Peterbok

CEO

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Joanne Woiteshek

Managing Partner and Financial Advisor

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Brett Simms

Director Of Operations / Senior Compliance Officer

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Conor Jonasson

Operations Associate

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