Financial Focus Overview
- Founded
-
1995
- 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
Website
www.yourfinancialfocus.com
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
Financial Focus Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Financial Focus Comparisons
Description
Primary
Industry
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
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Tarrytown, NY
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As of 0000
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00000 000000000 00000000
Northbrook, IL
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As of 0000
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Add Comparison
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 |
Financial Focus Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Susan John | Founder & President | ||
| Kristen Madden | Vice President & Chief Operating Officer |
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) |
Financial Focus Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000 00000000 | Investment Advisor | Pittsford, NY | 0000 |
Financial Focus Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 000000000 0 000000 | 01-Jan-2003 | 000000000000000000 | Completed |
|