65
Growth Score
pts
Heat Score
1 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience
972416
Highland Financial Group offers financial planning, retirement guidance, and wealth management.
- Luke T. Sotir: Founder, Managing Partner, and Principal
- Matthew J. Sotir: Founder, Principal, and Managing Partner
About the Company
Highland Financial Group specializes in providing personalized financial and retirement planning guidance, alongside wealth management services. The company caters to the needs of individuals and families, aiming to assist them in achieving their financial goals. With a focus on building long-term relationships, Highland Financial Group offers a
range of services designed to address various aspects of financial planning and wealth management. The team's approach is tailored to meet the unique needs of each client, ensuring that strategies are aligned with their objectives.
