65
Growth Score
pts
Heat Score
19 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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FirstLine Financial offers advisory and insurance services, focusing on retirement planning and fiduciary services.
- Kate Larson: Founder, Co-Owner & Risk Management
- Ryan Larson: Founder, Owner & Investment Advisor
About the Company
FirstLine Financial is a financial services firm that specializes in offering advisory services and insurance products. As a Registered Investment Advisor in the State of Arizona, the company focuses on retirement planning, cash management, and providing fiduciary services for pre and post retirees. With a commitment to building authentic,
long-term relationships with clients, FirstLine Financial aims to educate and assist individuals in achieving their lifetime financial goals. The firm's approach includes a comprehensive understanding of each client's unique financial situation, enabling tailored advice and strategies for wealth and retirement planning.
