54
Growth Score
pts
Heat Score
-7 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
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Katahdin Financial Group offers wealth management, financial planning, and investment services.
- Jay Tobias: Founder and President
About the Company
Katahdin Financial Group specializes in comprehensive wealth management services. The firm focuses on creating tailored financial strategies for clients, encompassing areas such as qualified-retirement plans, Social Security, personal savings, investments, money management, insurance, and estate management. By offering securities and advisory
services through LPL Financial, a registered investment advisor, Katahdin Financial Group aims to assist clients in managing their financial risk and achieving their long-term financial goals. The team, led by Jay Tobias, brings decades of experience in financial planning and investment options to support clients in navigating their financial journey.
