Company Overview
- Headquarters
- 43 Longmeadow Rd., Scarborough ME
- Website
- northhavenfinancial.com
- Phone
- (207) 558-2138
- Employees
- 4
- Founded in
- 2015
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$2B
Who is North Haven Financial
North Haven Financial is a small, fee-only financial advisory firm based in Scarborough, Maine, with three employees. They specialize in helping individuals answer the question, "Can I Retire?" by developing income streams to replace their paycheck and achieve their financial goals with peace of mind. The firm provides comprehensive financial planning services, with a particular focus on retirement income strategies. They help clients understand the difference between a savings portfolio and an income portfolio, ensuring their retirement funds effectively generate income. Other services include investment management, tax planning, career transition and business start-up guidance, cash flow and budgeting assistance, long-term care planning, debt reduction, estate plan reviews, and insurance planning. North Haven Financial prides itself on being a trusted advisor, guiding clients through the complexities of financial planning. Their emphasis on retirement income strategies distinguishes them within the financial advisory landscape, ensuring clients have a sustainable income stream in retirement. Individuals seeking comprehensive financial planning services can reach North Haven Financial through their website at northhavenfinancial.com.
North Haven Financial Industry Tags
North Haven Financial Tech Stack
Companies Similar to North Haven Financial
Analyze industry trends and opportunities by examining competitors and companies comparable to North Haven Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
2M | 2 | Austin, TX | ||
2M | 3 | Lisbon, | ||
2M | 13 | Elkins Park, PA | 1993 | |
2M | 18 | Pleasanton, CA | ||
2M | 19 | Reno, NV |