At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.
View Top Employees from Anderson Financial Strategies, LLCWebsite | http://andersonfinancialstrategies.com |
Revenue | $872000 |
Employees | 8 (8 on RocketReach) |
Founded | 2012 |
Address | 2500 Kettering Tower, Dayton, Ohio 45423, US |
Phone | (937) 610-9388 |
Fax | (937) 523-0323 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Anderson Financial Strategies, LLC employee's phone or email?
The Anderson Financial Strategies, LLC annual revenue was $872000 in 2024.
Shon Anderson is the President and Chief Wealth Strategist of Anderson Financial Strategies, LLC.
8 people are employed at Anderson Financial Strategies, LLC.
Anderson Financial Strategies, LLC is based in Dayton, Ohio.
The NAICS codes for Anderson Financial Strategies, LLC are [523, 52, 5239, 52393].
The SIC codes for Anderson Financial Strategies, LLC are [62, 628].