Acorn Financial Services

Acorn Financial Services

Financial Services Acorn Financial Services, Inc., 1875 Campus Commons Drive 50 employees
Employees
50
Contacts
4
Emails
4
Phones
2

Acorn Financial Services Overview

Headquarters
Acorn Financial Services, Inc., 1875 Campus Commons Drive
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
50
Founded
1996
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Acorn Financial Services

Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States. Our Mission is to help create, manage and preserve the wealth of our clients. We strive to provide quality service to develop trust and to use our knowledge and experience to create value. As a comprehensive financial planning firm, we are dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. We work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals. We are dedicated to serving our clients and are committed to the following principles: Honest, transparent, and open communication; Highly responsive, world-class service; Knowledgeable and timely advice; Earning the trust and confidence of every client. ---------------------------------------------------------------------------------------------------------------------------------- Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and SFA are unaffiliated. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Acorn Financial Services Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Acorn Financial Services Org Chart

Sample employees and titles
Name Title Contact
James Gambaccini Managing Partner, Cfp® at Acorn
Email Phone
Michael Fowler Director of Estate & Alternative
Email
Ron Whitley Portfolio Manager * Small / Mid & Large
Email Phone
Jon Browning, Aif, Rfc, Cfs, Chfebc, Cltc Financial Planner
Email

Employees by Management Level

Individual contributor 12 profiles
Associate / junior 5 profiles
Manager 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 9 8 4
Sales 5 5 2
IT 1 1 1

Acorn Financial Services Tech Stack

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