Interactive Financial Advisors
Financial Services
100 Batson Ct
17 employees
- Employees
- 17
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Interactive Financial Advisors Overview
- Headquarters
- 100 Batson Ct
- Website
- swcares.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 2003
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Interactive Financial Advisors
Interactive Financial Advisors is a nationally registered investment advisor. IFA has been working with advisors since 2003. Our purpose is to give advisors the tools necessary to show clients that we are a firm that CARES about them and their financial health. We are dedicated to helping advisors grow practices with investment and financial planning tools. Our success is in direct correlation to your success in growing your business and we are constantly looking for ways to enhance the client experience. The Someone Who CARES Philosophy, Principles and Beliefs were conceived, developed and are maintained by three jointly owned companies; Interactive Financial Advisors (A National SEC Registered Investment Advisor), Unifinancial Corporation (A National Risk Management company) and OrganizAmerica (A National Financial Information Services company). These companies coordinate their efforts and collaborate with affiliate Resource companies, also committed to Someone Who CARES to provide a complete, integrated suite of products and services that are necessary to implement their mutual vision.
Interactive Financial Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Interactive Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mark Bertrang | Founder, Chief Visionary, Author | Onalaska, Wisconsin, United States |
Email
Phone
|
| Joanne Woiteshek | Managing Partner and Financial Advisor | Oak Brook, Illinois, United States |
Email
Phone
|
| Michael Conticelli, Cfs, Cdfa | Cfs® - Cdfa® - Clarity. Confidence |
View
|
|
| Marty Lefiles | St Augustine, Florida, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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