Macro Advisors, Inc
Our Firm Macro Advisors, Inc. is an independent full-service financial and investment planning firm. We have become the premier resource for both business and individual investors in all areas of financial counseling. Maximizing our clients’ wealth is our number one priority. We are certainly aware that you can purchase financial products and services from anyone, but how do you know which services and products are right for you? The media and other institutions constantly bombard us with financial information and advice, which creates confusion and uncertainty. Decision-making becomes difficult. At Macro Advisors, Inc. we take out the guesswork by helping you to craft financial strategies that suit your unique and individual needs. We welcome you to visit us and explore the concepts and ideas employed in today’s financial marketplace.
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
63
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DP
Dipal Patel
Office Manager · Operations
EmailPhone - MD
Mikesh Desai
Financial Consultant · Finance & Accounting
EmailPhone - JD
Jay Desai
President · General Business & Management
EmailPhone - HD
Herman Dodson
Senior Financial Planner · Finance & Accounting
EmailPhone - SS
Shannon Shupp
Certified Financial Planner and Investment Advisor Representative · Finance & Accounting
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Macro Advisors, Inc
8 distinct titles indexed · top 8 shown.
- 2financial consultant
- 1administrador
- 1certified financial planner and investment advisor representative
- 1chief executive officer
- 1finance director
- 1office manager
- 1president
- 1senior financial planner
Sign up to unlock all 9 contacts at Macro Advisors, Inc
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Sign up to reveal 9 verified contacts at Macro Advisors, Inc
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