Anderson Financial Solutions & Insurance Services
Financial Services • 
Santa Barbara, California, United States • 1-10 Employees
Company overview
| Headquarters | 128 E Carrillo St, Santa Barbara, California 93101, US |
| Phone number | +18055697666 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Employees | 1-10 |
| Socials |
Key Contact at Anderson Financial Solutions & Insurance Services
Leticia Ceballos
Director Of Operations
Anderson Financial Solutions & Insurance Services Email Formats
Anderson Financial Solutions & Insurance Services uses 2 email formats. The most common is {first name} (e.g., john@andersonfs.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@andersonfs.com | 66.7% |
{first initial} | j@andersonfs.com | 33.3% |
About Anderson Financial Solutions & Insurance Services
At Anderson Financial Solutions & Insurance Services, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities and Investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Please see website for full disclosures.
Anderson Financial Solutions & Insurance Services revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Anderson Financial Solutions & Insurance Services has never raised funding before.
South Africa
Canada
Germany
Frequently asked questions
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