Sound View Financial Advisors

Investment Management • Walpole, Massachusetts, United States • 1-10 Employees

Company overview

Headquarters	Walpole, Massachusetts, United States
Phone number	+15089213533
Websites	soundviewfin.com soundviewfinancialadvisors.com
NAICS	5231
SIC	628
Keywords	Financial Advisor, Investing, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investment Management, Cash Flow, Saving, Education Funding, Tax Strategy, Net Worth, Budget Planning, Investment Review, Certified Financial Professional
Employees	1-10
Socials

Key Contact at Sound View Financial Advisors

Susan Brown

Owner

Sound View Financial Advisors Email Formats

Sound View Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@soundviewfin.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@soundviewfin.com	100%

About Sound View Financial Advisors

For more than 10 years, we've been helping our clients feel empowered and more in control of their personal finances. We hope you're next. We're a fee-only advisory firm and a fiduciary. This means we don't accept any sales commissions, quotas, trails, or referral fees. We make money when you hire us. As a fiduciary, we're both legally bound and personally committed to placing your interests over ours every time. And we always will. We don't pick stocks and cross our fingers. We custom design a diversified portfolio of low-cost investments and high-performance potential that meets your needs depending on your risk profile, personal values, and stage of life. The best financial plans move and adapt to your life. We value education and work to make sure our clients understand all aspects of their money in a nuanced, nimble way. We address taxes, insurance questions, retirement, and so much more. Talk to us anytime and rest easy knowing you have us in your corner.

Sound View Financial Advisors revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sound View Financial Advisors has never raised funding before.

Sound View Financial Advisors Tech Stack

Discover the technologies and tools that power Sound View Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

SiteGround

Hosting

Gravity Forms

Form builders

Google Tag Manager

Tag managers

jQuery

JavaScript libraries

Nginx

Reverse proxies

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

The SEO Framework

SEO

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Sound View Financial Advisors is located in Walpole, Massachusetts, US.

You can reach Sound View Financial Advisors at +15089213533.

Sound View Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sound View Financial Advisors

Susan Brown

Owner

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