Cents & Sensibility, Inc
At Cents & Sensibility, we are privileged to work with great clients. We enjoy discovering how we can contribute to each person’s quality of life and take a relationship-driven approach to helping you manage, save, and invest your money. More importantly, we’ll find out why you’re saving. Together, we will tailor a personal plan that helps you see how every day and dollar you save brings you one step closer to feeling fulfilled in your own happiness, today, and “someday, when you retire.” Advisory products and services offered by Investment Advisory Representatives through Duet Advisory Services, LLC, a registered investment adviser. Securities offered by Registered Representatives through Private client Services, Member FINRA/SIPC. Cents & Sensibility, Inc, Duet Advisory Services and Private Client Services are unaffiliated entities.
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Verified contacts
8
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JA
Jacqueline Almeida
Financial Advisor & Operations Manager · Other
EmailPhone - SA
Sharon Almeida
CEO and Founder · General Business & Management
EmailPhone - JA
Jacqueline Almeida
Financial Adviser & Operations Manager · Finance & Accounting
EmailPhone - AL
Ashley L.
Client Relationship Coordinator · Customer/Client Service
EmailPhone - LK
Lynda Kiikvee
Operations Coordinator · Operations
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Cents & Sensibility, Inc
7 distinct titles indexed · top 7 shown.
- 2client relationship coordinator
- 1caixa
- 1ceo and founder
- 1client relationship manager
- 1financial adviser & operations manager
- 1financial advisor & operations manager
- 1operations coordinator
Sign up to unlock all 8 contacts at Cents & Sensibility, Inc
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