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Buttonwood Financial Inc.

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individuals seeking financial freedom have long sought out advisors who could help guide them. for too long these advisors were only accessible by the wealthiest of the population. buttonwood changed that. with our group financial plan a buttonwood certified financial planner™ is now within reach of everyone. financial health is no longer the privilege of the wealthiest. we deliver and help maintain personalized financial plans that have the clients’ best interests at heart. clients' deserve the highest fiduciary standards that only an independent cfp® professional who is not tied to any investment firm, bank or insurance company can provide. we bring a different approach to financial planning. our consultative and values-based philosophy helps companies fulfill their fiduciary and legal responsibilities while giving their employees the opportunity to take full advantage of their benefits. this value-added approach results in more motivated employees, higher productivity, better retent

Headquarters:
1990 North California Boulevard, Walnut Creek, California, United States, 94596
Industry:
Financial Services
Founded:
2012
Employees:
2
Annual Revenue:
-

Type: Private
Ticker: -
United States 2
Investment StrategiesInvestment Tax StrategiesEmployee BenefitsEstate Planning StrategiesProtection Planning; Such as Life, Disability Income & Long Term CareRetirement PlanningFinancial PlanningDisability Income & Long Term CareFiduciaryProtection Planning; Such as Life
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Buttonwood Financial Inc.

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

Where is Buttonwood Financial Inc. located?

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Buttonwood Financial Inc.'s headquarters is located at 1990 North California Boulevard, Walnut Creek, California, United States, 94596

What is Buttonwood Financial Inc.'s official website?

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Buttonwood Financial Inc.'s official website is buttonwoodfinancial.com

What is Buttonwood Financial Inc.'s SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Buttonwood Financial Inc.'s NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Buttonwood Financial Inc. have?

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Buttonwood Financial Inc. has 2 employees

What industry does Buttonwood Financial Inc. belong to?

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Buttonwood Financial Inc. is in the industry of: Financial Services

What are Buttonwood Financial Inc.'s social media links?

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Buttonwood Financial Inc. Linkedin page

Distrobird — 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 Distrobird 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 Distrobird 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 Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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