Susquehanna Financial Advisors Overview
- Service
-
Financing Advisory
- Founded
-
1994
- Employees
-
4
- Serviced Companies
-
21
- Serviced Deals
-
22
- Serviced Investors
-
1
Susquehanna Financial Advisors General Information
Description
Susquehanna Financial Advisors is a boutique wealth management firm based out of Mechanicsburg, Pennsylvania. Founded in 1994, the firm provides services including investment planning, financial assessment and strategy, mutual funds and bonds, retirement planning, life insurance and tax services.
Contact Information
Year Founded
1994
Service Provider Type
Financing Advisory
Primary Office
- 4999 Louise Drive
- Suite 101
- Mechanicsburg, PA 17055
- United States
+1 (717) 000-0000
Susquehanna Financial Advisors Services to Companies
Service on a Deal (22)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Nubank | Underwriter | Dec 2021 | 00000 | 0000000 |
| 000 0000000000 000 | Underwriter | Mar 2011 | 00000 | 0000000 |
| 0000000 00000 | Underwriter | Sep 2009 | 00000 | 0000000 |
| 00000000000 00000 | Underwriter | Aug 2008 | 00000 | 0000000 |
| 0000000 | Underwriter | Aug 2008 | 00000 | 0000000 |
| 000000000 00000000 | Underwriter | Dec 2007 | 00000 | 0000000 |
| 00000000000 00000 | Underwriter | Dec 2007 | 00000 | 0000000 |
| 00000 0000000 | Underwriter | Nov 2007 | 00000 | 0000000 |
| Zars Pharma | Underwriter | Aug 2007 | 00000 | 0000000 |
| Gearbox Publishing | Underwriter | Jul 2007 | 00000 | 0000000 |
Susquehanna Financial Advisors Services to Investors
Service on a Deal — Buy Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Costar Technologies | Advisor: General | Jul 2007 | 00000 | 0000000 |
Susquehanna Financial Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|