Tartan Financial Services
Financial Services • 
Crystal Lake, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 820 E Terra Cotta Ave, Suite 114, Crystal Lake, Illinois 60014, US |
| Phone number | +18158870078 |
| Websites | |
| NAICS | 52 |
| Keywords | Insurance, Financial Planning, College Savings, Investment And Wealth Management, Retirement Savings |
| Employees | 1-10 |
| Socials |
Key Contact at Tartan Financial Services
Penny Paris
Advisor And Client Services Director
Tartan Financial Services Email Formats
Tartan Financial Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@tartanfinancialservices.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@tartanfinancialservices.com | 100% |
About Tartan Financial Services
Tartan Financial Services is a family-run wealth management firm offering comprehensive and personalized financial planning services to our community. At Tartan Financial Services, we understand the importance of priorities. Our goal is to mitigate the stresses of financial planning so that our clients can spend more time with the people who matter most: family, friends, and loved ones. Our mission is to help our clients prepare for and succeed in life's major milestones by offering conscientious wealth management guidance. We are located at: 820 E Terra Cotta Ave, Suite 114 in Crystal Lake, Illinois. Feel free to contact us by calling (815) 887-0077 or by emailing cchiara@tartanfs.com. Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entities.
Tartan Financial Services revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tartan Financial Services has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Tartan Financial Services has never raised funding before.
Tartan Financial Services Tech Stack
Discover the technologies and tools that power Tartan Financial Services's digital infrastructure, from frameworks to analytics platforms.
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