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
- Website
- acorn-financial.com
- Industry
- Financial Services
- Employees
- 50
- Founded
- 1996
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| James Gambaccini | Managing Partner, Cfp® at Acorn | Fairfax County, Virginia, United States |
Email
Phone
|
| Michael Fowler | Director of Estate & Alternative | North Wales, Pennsylvania, United States |
Email
|
| Ron Whitley | Portfolio Manager * Small / Mid & Large | Springfield, Virginia, United States |
Email
Phone
|
| Jon Browning, Aif, Rfc, Cfs, Chfebc, Cltc | Financial Planner | Chantilly, Virginia, United States |
Email
|
Employees by Management Level
Individual contributor
12 profiles
Associate / junior
5 profiles
Manager
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 9 | 8 | 4 |
| Sales | 5 | 5 | 2 |
| IT | 1 | 1 | 1 |
Acorn Financial Services Tech Stack
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