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Palay Financial Services Logo
Palay Financial Services Growth Score
80
CB Rank
1384552
Heat Score
35
Palay Financial Services provides financial planning services.
Founded
obfuscation
Private Milwaukee, Wisconsin, United States1-10 palayfinancialservices.com
Financial Services
Insurance
Retirement
Tax Consulting
Overview

Palay Financial Services
Growth Score
80
Heat Score
35

Growth Score80
-4 pts
in past quarter
Heat Score 35
-11 pts
in past quarter

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
Learn More >
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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See more interactive data and historical milestones on desktop for the best experience

About Palay Financial Services

CB Rank
1384552
Palay Financial Services provides financial planning services.
Founded
obfuscation
Private Milwaukee, Wisconsin, United States1-10 palayfinancialservices.com
Financial Services
Insurance
Retirement
Tax Consulting

Key People

Details

Legal Name Palay Financial Services
Operating Status Active
Company Type For Profit
Founders  Alan Palay
About the Company
Palay Financial Services provides financial planning services. The company offers insurance, medicare, and retirement-related services. It also shares educational materials including articles and videos. Clients can consult to develop personalized financial strategies.
Phone Number +1 414 254 1733
Contact Email alan@palayfinancialservices.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Services that help individuals and families develop strategies to manage their finances and prepare for retirement.
IRA Rollover and Conversion Guidance
Advisory services on rolling over 401(k) plans to IRAs and converting traditional IRAs to Roth IRAs, including tax implications and strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

Active Website Tech Count

7Palay Financial Services is actively using 7 technologies for its website, according to BuiltWith. These include Euro, U.S. Server Location, and  Google Apps for Business.
Sub-Organizations
Frequently Asked Questions

Where is Palay Financial Services's headquarters? Palay Financial Services is located in Milwaukee, Wisconsin, United States.Who are Palay Financial Services's competitors? Alternatives and possible competitors to Palay Financial Services may include Morgan Stanley, Charles Schwab, and  UBS.
Who We Are
What We Do
Helpful Links
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