FinDec

Grow with FinDec

General Information
Company Name
FinDec
Founded Year
1987
Location (Offices)
Stockton, United States +3
Founders / Decision Makers
Number of Employees
20
Industries
Financial Services, Insurance, Banking +2
Funding Stage
-
Social Media

FinDec - Company Profile

FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. The company, founded in 1987 as a family-owned and operated "mom and pop" shop, has grown into a corporation serving clients nationwide out of multiple locations. With a focus on putting clients first, FinDec has expanded its team to include individuals who share the vision of helping people build wealth over time. The company's business philosophy is guided by six core values embedded in the acronym "Findec": Family values, Integrity, New Ideas, Determination, Education, and Community.

FinDec's commitment to embracing new techniques, technologies, and innovative thinking while prioritizing client trust is noteworthy. The company operates in the Financial Services, Insurance, Banking, Wealth Management, and Health insurance industries and is based in the United States. As an investor, it's crucial to consider the company's extended period of operations, extensive service offerings, and strong emphasis on client trust and satisfaction.

FinDec's appeal is further accentuated by its commitment to continued innovation and its clear articulation of core values. However, it's essential to note that as of now, there is no information available regarding the company's recent investments or investors. Keeping an eye on how FinDec navigates the evolving financial services landscape and its potential collaborations or funding activities in the future will be essential for investors interested in this sphere. For more detailed disclosures, refer to https://findec.com/standard-disclosures/.

Taxonomy: Financial Planning, Wealth Management, Workplace Benefits Consulting, Estate Planning, Investment Management, Life Insurance, Health Insurance, Health Savings Accounts, Endowment Management, Foundation Management, Charitable Planning, Client-Centric Services, Trustworthy Financial Advice, Community Involvement, Long-Term Wealth Building

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