Interactive Financial Advisors

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 Insurance
Monetary 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 Contact
Mark Bertrang Founder, Chief Visionary, Author
Email Phone
Joanne Woiteshek Managing Partner and Financial Advisor
Email Phone
Michael Conticelli, Cfs, Cdfa Cfs® - Cdfa® - Clarity. Confidence
View
Marty Lefiles
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
Executive 1 1 1
General 1 1 0

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