Source Financial Advisors
Financial Services, 545 5th Ave, New York, 10017, United States, 1-10 Employees
Phone Number: +19*********
Who is SOURCE FINANCIAL ADVISORS
Financial Inspiration is an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This is not your father's money ma...
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Headquarters: 545 5th Ave, New York , New York, 10017, United States
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Date Founded: 2012
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Employees: 1-10
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Source Financial Advisors
Answer: Source Financial Advisors's headquarters are located at 545 5th Ave, New York, 10017, United States
Answer: Source Financial Advisors's phone number is +19*********
Answer: Source Financial Advisors's official website is https://sourcefa.com
Answer: Source Financial Advisors's revenue is $5 Million to $10 Million
Answer: Source Financial Advisors's SIC: 6282
Answer: Source Financial Advisors's NAICS: 523940
Answer: Source Financial Advisors has 1-10 employees
Answer: Source Financial Advisors is in Financial Services
Answer: Source Financial Advisors contact info: Phone number: +19********* Website: https://sourcefa.com
Answer: Financial Inspiration is an energy, a passion, and a creative mindset. It is the transformative tool that brings clarity to what once felt out of reach. This is not your father's money management. This is not your husband's money management. This is your financial freedom. At Source Financial Advisors, our goal is not solely to serve our clients needs, but to ensure their wealth serves their needs. Founded by Michelle Smith, CEO & Certified Divorce Financial Analyst, Source is a distinctly independent firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. That gives us the flexibility and intellect to position clients for managing lifes milestones long before they happen. In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective wealth management plan that shares our clients vision for success, so they can forget about the financial details and pursue a life well-lived. In addition, Michelle Smith recently founded Wife2CFO, a platform product of Source created to help educate high-net-worth newly divorced women in managing their wealth and financial well-being. We look forward to working with you.
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