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Square Financial

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whether you want to budget better, save for big trips, maximize your investments, or something in between, let us help you achieve your financial goals. square financial provides expert advice, resources and financial plans starting at $19 monthly. today, we've helped over 5,000 customers and have more than $35 million in assets under management.

Headquarters:
135 South State College Boulevard, Brea, California, United States, 92821
Industry:
Financial Services
Founded:
2010
Employees:
2
Annual Revenue:
-
Type: Private
Ticker: -
United States 2
SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice
NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

Frequently asked questions about Square Financial

Let us help answer the most common questions you might have.

Where is Square Financial located?

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Square Financial's headquarters is located at 135 South State College Boulevard, Brea, California, United States, 92821

What is Square Financial's official website?

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Square Financial's official website is squarefinancial.co

What is Square Financial's SIC code?

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SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice

What is Square Financial's NAICS code?

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NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

How many employees does Square Financial have?

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Square Financial has 2 employees

What industry does Square Financial belong to?

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Square Financial is in the industry of: Financial Services

What are Square Financial's social media links?

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Square Financial Linkedin page

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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