Distro — Free Sales Engagement Platform

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Sofia Financial

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sofia financial is dedicated to a world where all women have the confidence to make wise financial decisions. we offer service and advice in a variety of shapes and sizes to women of all income and wealth levels. the best way to start is with a strategy session, a 90-minute, one-on-one in depth analysis of one aspect of your financial life. for a modest fee you get deep conversation, no sales pitch, and at least three concrete recommendations you can act on to take steps toward your goals. there is no obligation to work together afterward - and never any minimums. financial planning and investment advisory services offered through american financial management group, ltd. securities offered through a registered representative of triad advisors, inc., member finra/sipc. sofia financial and afmg are not affiliated with triad advisors, inc.

Headquarters:
1055 Westlakes Drive, Berwyn, Pennsylvania, United States, 19312
Industry:
Financial Services
Founded:
2010
Employees:
0
Annual Revenue:
-

Type: Private
Ticker: -
Wealth ManagementInvestment AdviceFinancial PlanningFinancial Goal Setting
SIC Code: 4899Major Group: CommunicationsIndustry Group: Communications Services, Not ElsewhereIndustry Sector: Communications Services, Not Elsewhere Classified
NAICS Code: 81299Sector: Other Services (Except Public Administration)Sub Sector: Personal and Laundry ServicesIndustry Group: Other Personal ServicesNAICS Industry: All Other Personal ServicesNational Industry:

Frequently asked questions about Sofia Financial

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

Where is Sofia Financial located?

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Sofia Financial's headquarters is located at 1055 Westlakes Drive, Berwyn, Pennsylvania, United States, 19312

What is Sofia Financial's official website?

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Sofia Financial's official website is sofiafinancial.com

What is Sofia Financial's SIC code?

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SIC Code: 4899Major Group: CommunicationsIndustry Group: Communications Services, Not ElsewhereIndustry Sector: Communications Services, Not Elsewhere Classified

What is Sofia Financial's NAICS code?

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NAICS Code: 81299Sector: Other Services (Except Public Administration)Sub Sector: Personal and Laundry ServicesIndustry Group: Other Personal ServicesNAICS Industry: All Other Personal ServicesNational Industry:

How many employees does Sofia Financial have?

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Sofia Financial has 0 employees

What industry does Sofia Financial belong to?

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Sofia Financial is in the industry of: Financial Services

What are Sofia Financial's social media links?

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Sofia Financial Linkedin page

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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