Client Focused Advisors
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 2799 NW 2nd Ave, Suite 105, Boca Raton, Florida 33431, US |
| Phone number | +12128679152 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Client Focused Advisors
Bill Phillips
Financial Advisor and Vice President
Client Focused Advisors Email Formats
Client Focused Advisors uses 1 email format. The most common is (e.g., @clientfocusedadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
@clientfocusedadvisors.com | 100% |
About Client Focused Advisors
Client Focused Advisors - Our firm helps our clients to achieve their goals of enjoying a secure retirement, leaving a legacy, and providing a college education for children or grandchildren. We work with businesses to optimize health insurance and retirement plans. Additionally, we help clients protect themselves, their families and their businesses against the risk of a premature death, a long-term disability, or a long-term care need with various insurance products. ▶▶If you’re interested in learning how I can help you preserve wealth, minimize risk, and provide the appropriate strategies for your financial future please email contactus@clientfa.com. Our Team ➜ www.clientfocusedadvisors.com What does Client Focused Advisors offer? Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, ETF's, annuities, REIT's, life insurance, disability insurance, health insurance, long term care, 401(k)'s, corporate benefits, stock option planning, and budgeting. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
Client Focused Advisors revenue & valuation
| Annual revenue | $6,495,987 |
| Revenue per employee | $1,083,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Client Focused Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Client Focused Advisors has never raised funding before.
Client Focused Advisors Tech Stack
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United Kingdom
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Frequently asked questions
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