Financial Focus Overview

  • Founded
  • 1995

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 1

Financial Focus General Information

Description

Provider of financial planning services in Wolfeboro, New Hampshire. The company's services include life insurance, passing an heirloom property to the next generation, funding your children's college education, retirement income strategy, paying off college loans and planning for second career, enabling customers to address significant financials challenges in their personal lives.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
F.L.Putnam Investment Management Company
Primary Office
  • 40 Mill Street
  • PO Box 2250
  • Wolfeboro, NH 03894
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Financial Focus Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Financial Focus‘s full profile, request access.

Request a free trial

Financial Focus Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning services in Wolfeboro, New Hampshire. The company's services include life insurance, pass
Asset Management
Wolfeboro, NH
000000&0

000000

sse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
00000 0000000000
Tarrytown, NY
000 As of 0000
0000 0000-00-00
000000&0

000000

ud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in re
00000 000000000 00000000
Northbrook, IL
00 As of 0000
000000000000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Financial Focus Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Clarfeld Financial Advisors Formerly PE-Backed Tarrytown, NY 000 000000&0
00000000 0000 0000 Private Equity-Backed Northbrook, IL 00 000000000000
0000 000000000 000 Private Equity-Backed Houston, TX 000000000000
0000000 00000 0000 Corporation Austin, TX
To view Financial Focus’s complete competitors history, request access »

Financial Focus Executive Team (2)

Name Title Board Seat Contact Info
Susan John Founder & President
Kristen Madden Vice President & Chief Operating Officer
To view Financial Focus’s complete executive team members history, request access »

Financial Focus Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 0 0 01-Jan-2003 0000000000 Accounting, Audit and Tax Services (B2B)
To view Financial Focus’s complete acquisitions history, request access »

Financial Focus Subsidiaries (1)

Company Name Industry Location Founded
000 00000000 Investment Advisor Pittsford, NY 0000
To view Financial Focus’s complete subsidiaries history, request access »

Financial Focus Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 0 000000 01-Jan-2003 000000000000000000 Completed
  • 000000000 00000
To view Financial Focus’s complete exits history, request access »