NorthAvenue Financial Advocates
Financial Services
4400 N High St
10 employees
- Employees
- 10
- Contacts
- 4
- Emails
- 4
- Phones
- 3
NorthAvenue Financial Advocates Overview
- Headquarters
- 4400 N High St
- Phone Number
- Available in AeroLeads
- Website
- northavenuefa.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2019
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About NorthAvenue Financial Advocates
NorthAvenue is a women-led, women-owned wealth management company, based in Columbus, Ohio. Our team is highly trained to look at your financial situation from all angles, providing comprehensive, tax-based strategies for building and managing wealth. We want you to be confident in your choices to spend money today knowing you’ll also be prepared for the future. We’re here to help you plan for and navigate various life stages and complex financial situations, including planning for or transitioning into retirement, estate management, investment strategy and proactive tax planning and preparation. In addition to becoming advocates for our clients, we also believe in transforming the way we view women in wealth management. Our team is committed to empowering our clients through knowledge and education, providing career advancement opportunities for our employees, and generously supporting our community.
NorthAvenue Financial Advocates Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
NorthAvenue Financial Advocates Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Diamond Zimmerman | Client Services Associate | Columbus, Ohio, United States |
Email
|
| Jeff Theado | Strategic Operations at Northavenue | Columbus, Ohio Metropolitan Area, United States |
Email
Phone
|
| Christopher Smith | Northavenue Financial Advocates | Columbus, Ohio Metropolitan Area, United States |
Email
Phone
|
| Kristen Moosmiller, Ea, Cfp® | Founder, Managing Partner, Senior | Columbus, Ohio, United States |
Email
Phone
|
Employees by Management Level
Associate / junior
3 profiles
Individual contributor
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 2 |
| Sales | 2 | 2 | 0 |
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