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Theia Financial, Inc

Theia Financial, Inc Email Formats

Financial Services โ€ข Flag of USJacksonville, Oregon, United States โ€ข 1-10 Employees

Theia Financial, Inc Email Formats

Theia Financial, Inc uses 2 email formats. The most common is {first initial} (e.g., j@theiafinancial.com), used 71.4% of the time.

FormatExamplePercentage
{first initial}
j@theiafinancial.com
71.4%
{first name}
john@theiafinancial.com
28.6%

Key Contacts at Theia Financial, Inc

Flag of US

Cathy Mendell

Founder And President

Flag of US

Hannah Arevalo

Director Of Client Services

Company overview

HeadquartersJacksonville, Oregon, United States
Phone number+15417027073
Website
NAICS52
Keywords
Medicare, Wealth Management, Financial Education, Annuities, Retirement Planning, Life Insurance, Legacy Planning, Retirement Income Planning, Long-Term Care, Iras, Tax Strategies, Estate Conservation, Tax Reduction, Rollovers, Health Care Planning, Financial & Retirement Planning For Women
Employees1-10
Socials

About Theia Financial, Inc

At Theia Financial we help ๐’‚๐’„๐’„๐’๐’Ž๐’‘๐’๐’Š๐’”๐’‰๐’†๐’… ๐’˜๐’๐’Ž๐’†๐’ create a comfortable, safe, flexible, personalized retirement income plan that supports their desired retirement lifestyle. We understand why financial planning feels like another chore to many people, and itโ€™s why we focus on helping womenโ€”regardless of where they liveโ€”enjoy the retirement lifestyle that theyโ€™ve always dreamed of. ๐—ช๐—ฒ ๐—ต๐—ฒ๐—น๐—ฝ ๐—ฎ๐—ฐ๐—ฐ๐—ผ๐—บ๐—ฝ๐—น๐—ถ๐˜€๐—ต๐—ฒ๐—ฑ ๐˜„๐—ผ๐—บ๐—ฒ๐—ป ๐—ฝ๐—น๐—ฎ๐—ป ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐˜€๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€๐—ณ๐˜‚๐—น ๐—ฟ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต: โœ”๏ธ INCOME STRATEGIES โœ”๏ธ WEALTH MANAGEMENT โœ”๏ธ TAX PLANNING โœ”๏ธ ASSET PROTECTION โœ”๏ธ ESTATE CONSERVATION ๐—œ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ถ๐—ป ๐—ฐ๐—ต๐—ฎ๐˜๐˜๐—ถ๐—ป๐—ด? ๐—š๐—ฒ๐˜ ๐—ผ๐—ป ๐—ผ๐˜‚๐—ฟ ๐˜€๐—ฐ๐—ต๐—ฒ๐—ฑ๐˜‚๐—น๐—ฒ๐Ÿ‘‡๐Ÿป https://calendly.com/theia-financial/let-s-get-acquainted ๐—–๐—ผ๐—ป๐˜๐—ฎ๐—ฐ๐˜ ๐—จ๐˜€: CathyM@TheiaFinancial.com https://linktr.ee/theiafinancial Or, ๐˜ƒ๐—ถ๐˜€๐—ถ๐˜ ๐—ผ๐˜‚๐—ฟ ๐˜„๐—ฒ๐—ฏ๐˜€๐—ถ๐˜๐—ฒ: https://theiafinancial.com/ Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Theia Financial, Inc has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Theia Financial, Inc has never raised funding before.

Frequently asked questions

Theia Financial, Inc is located in Jacksonville, Oregon, US.
You can reach Theia Financial, Inc at +15417027073.
Theia Financial, Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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