Constant Guidance Financial
Financial Services • 
North Attleborough Town, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 52 Ronald C. Meyer Drive, North Attleboro, MA 02760, US |
| Phone number | +15082078049 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Stocks, Etfs, Wealth Management, Portfolio Management, Financial Planning, Retirement, Asset Protection Strategies, Stock Plan Services, Portfolio Evaluation, Strategic Asset Allocation, Social Security Strategies, Corporate Executive Solutions |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Constant Guidance Financial
Mitch Zides
President & Senior Wealth Advisor | Independent Fee-Only Financial Planner | Portfolio Manager
Constant Guidance Financial Email Formats
Constant Guidance Financial uses 1 email format. The most common is {first initial} (e.g., j@cgfadvisor.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cgfadvisor.com | 100% |
About Constant Guidance Financial
Institutional Thinking for Individual Investors™ Constant Guidance Financial is an independent, fee-only, registered investment firm that provides customized wealth management strategies and retirement advice to individuals, corporate executives, and business owners. Our independence allows us to always pursue what's most appropriate for you and since we face no front office pressures to sell you products or services, our interests are aligned with yours. We leverage our 17 years of experience developing successful investment strategies for individuals and institutions to help guide you to the lifestyle you want. We are committed to putting you first and helping you find the right level of risk that you are comfortable with taking to achieve better results. With a combination of a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designation, we can draw on our knowledge to provide you with appropriate investments and wealth management advice in all of the following areas: • Personal Financial Planning • Business Retirement Planning • Corporate Executive Solutions • Asset Protection Strategies • Portfolio Management • Social Security Strategies* • Estate and Tax Planning • Insurance Advisory services offered through Constant Guidance Financial LLC, a registered investment adviser. Opinions expressed do not necessarily reflect those of Constant Guidance Financial LLC. The topics discussed and opinions given are not intended to address the specific needs of any individual. Constant Guidance Financial LLC does not offer legal or tax advice, individuals are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. *Not associated with or endorsed by the Social Security Administration or any other government agency.
Constant Guidance Financial revenue & valuation
| Annual revenue | $5,836,990 |
| Revenue per employee | $5,837,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Constant Guidance Financial has never raised funding before.
Constant Guidance Financial Tech Stack
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United Kingdom
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