Ata Financial Group, Llc
ATA Financial Group specializes in providing comprehensive financial services to individuals, businesses, non-profits, unions and government agencies. Our services include accounting & tax, wealth management, insurance/risk management, and senior/estate planning. This holistic approach to providing financial services ensures the most advantageous outcome, as a decision in one area often impacts other areas of your finances as well.
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- KC
Kent C. Newhart
President · General Business & Management
EmailPhone - DM
Denise Moll
Office Manager · Operations
EmailPhone - MB
Michael Boyko
Senior Account Manager · Sales & Business Development
EmailPhone - DS
Daisy Serrano
Administrative Office Assistant · Operations
EmailPhone - RK
Ryan Kramp
Financial Advisor · Finance & Accounting
EmailPhone - SR
Stephanie Rodriguez Colon
Bookkeeper · Finance & Accounting
EmailPhone - SV
Stephanie Valenzuela
Bookkeeper · Finance & Accounting
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Ata Financial Group, Llc
7 distinct titles indexed · top 7 shown.
- 2bookkeeper
- 1administrative office assistant
- 1financial advisor
- 1office manager
- 1president
- 1senior account manager
- 1senior accountant
Sign up to unlock all 9 contacts at Ata Financial Group, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Ata Financial Group, Llc
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