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Seek First

Seek First

Financial Services, 1999 S Bascom Ave, Campbell, California, 95008, United States, 1-10 Employees

seekfirstinc.com

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Who is SEEK FIRST

Seek First is a family office that coordinate all the financial affairs for a small community of clients. We provide comprehensive financial planning: Our team manage investments, plans &...

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  • 1999 S Bascom Ave, Campbell, California, 95008, United States Headquarters: 1999 S Bascom Ave, Campbell, California, 95008, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million

industries-icon Industry: Financial Services

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Seek First Org Chart and Mapping

Employees
Keith Locke

Keith Locke

Business Owner

Trystan Cleaver

Trystan Cleaver

Head of Operations

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Frequently Asked Questions Regarding Seek First

Answer: Seek First's headquarters are located at 1999 S Bascom Ave, Campbell, California, 95008, United States

Answer: Seek First's official website is https://seekfirstinc.com

Answer: Seek First's revenue is $1 Million to $5 Million

Answer: Seek First has 1-10 employees

Answer: Seek First is in Financial Services

Answer: Seek First contact info: Phone number: Website: https://seekfirstinc.com

Answer: Seek First is a family office that coordinate all the financial affairs for a small community of clients. We provide comprehensive financial planning: Our team manage investments, plans & file taxes, coordinates insurances, update estate planning to get their entire financial house in order. Our teams focus is to offer a customized and strategic approach to each client, building long-term relationships with the highest level of service. We are not about just delivering financially but helping them live their Ideal Life! Each day there is fun, excitement and challenge. We attract incredibly talented people who have a heart to serve. We have a High trust culture where we are free to act autonomously yet with a high degree of collaboration and teamwork

Answer:

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