Seek First is a family office that coordinate all the financial affairs for a small community of clients.
We provide comprehensive financial planning: Our team manage investments, plans & file taxes, coordinates insurances, update estate planning to get their entire financial house in order.
Our team’s focus is to offer a customized and strategic approach to each client, building long-term relationships with the highest level of service. We are not about just delivering financially but helping them live their Ideal Life!
Each day there is fun, excitement and challenge. We attract incredibly talented people who have a heart to serve.
We have a “High trust” culture where we are free to act autonomously yet with a high degree of collaboration and teamwork
Company Details
- Employees
- 6
- Address
- 1999 S Bascom Ave, Campbell,california 95008,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.seekfirstinc.com
- Keywords
- Campbell.
- HQ
- Campbell, California
Seek First Questions
Seek First's website is https://www.seekfirstinc.com
Seek First's LinkedIn profile is https://www.linkedin.com/company/seekfirstinc
Seek First has
6 employees.
View email and phone details for 6
employees at Seek First.
Seek First's industry is
Financial Services
Seek First's categories are Financial Services
