Experience the power of planning with Financial Moxie. Our independent financial services firm helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate, and financial planning solutions. We understand that life can be hectic, and that time does not always allow our clients to take care of and understand the importance of a financial plan. We work closely with our clients to ensure they understand the plans selected and that everything is on track with their goals. At Financial Moxie, you can depend on us. We pride ourselves on our core values of compassion, integrity, and commitment to client education. Our goal is to alleviate our clients’ fears, enabling them to gain greater self-control over their own financial futures. "Our mission is to enhance the financial health of women, families, small businesses, and our community." Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, MemberFINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor. Financial Moxie, Moxie Voice, Divorce Moxie, and Financial Happiness are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IL, IN, MI, NH, PA, TX. No offers may be made or accepted from any resident outside the specific states referenced. Melissa Hickman is not affiliated with Financial Moxie or Cambridge Investment Research, Inc.
View Top Employees from Financial MoxieWebsite | http://www.financialmoxie.com |
Revenue | $2 million |
Employees | 3 (3 on RocketReach) |
Founded | 2009 |
Address | 2945 Townsgate Road Suite 200, Westlake Village, California 91361, US |
Phone | (877) 579-6840 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The Financial Moxie annual revenue was $2 million in 2023.
Mayree Workman is the Director, Operations and Client Services of Financial Moxie.
3 people are employed at Financial Moxie.
Financial Moxie is based in Westlake Village, California.
The NAICS codes for Financial Moxie are [523, 52393, 52, 5239].
The SIC codes for Financial Moxie are [628, 62].