Cypress Financial Corporation
GPTKB entity
Properties (53)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Corporation
|
| gptkbp:awards |
Best Financial Advisor 2020
Top Wealth Management Firm 2021 |
| gptkbp:budget |
2022 Annual Report
|
| gptkbp:businessModel |
Commission-Based
Fee-Only |
| gptkbp:CEO |
Jane_Smith
|
| gptkbp:communityInvolvement |
Local Charities
Sponsorship of Local Events Financial Literacy Programs |
| gptkbp:contact |
(123) 456-7890
|
| gptkbp:customerBase |
Businesses
Individuals Institutions |
| gptkbp:founded |
1997
|
| gptkbp:founder |
gptkb:John_Doe
|
| gptkbp:funding |
500 million USD
|
| gptkbp:headquarters |
Cypress, Texas
|
| https://www.w3.org/2000/01/rdf-schema#label |
Cypress Financial Corporation
|
| gptkbp:industry |
Financial_Services
|
| gptkbp:investmentFocus |
Estate Planning
Retirement Planning Risk Management Tax Optimization Diversified_Portfolios |
| gptkbp:location |
gptkb:United_States
|
| gptkbp:missions |
To provide personalized financial solutions.
|
| gptkbp:notable_recipients |
[email protected]
|
| gptkbp:numberOfEmployees |
50
|
| gptkbp:parentCompany |
Cypress_Holdings
|
| gptkbp:partnerships |
Insurance Companies
Local Banks Investment Firms |
| gptkbp:regulatoryBody |
gptkb:FINRA
gptkb:SEC |
| gptkbp:revenue |
10 million USD
|
| gptkbp:serviceArea |
gptkb:North_America
|
| gptkbp:services |
Financial Planning
Investment Management Wealth_Management |
| gptkbp:socialMedia |
Facebook
|
| gptkbp:subsidiary |
Cypress_Investment_Group
|
| gptkbp:type |
Private_Company
|
| gptkbp:values |
Innovation
Integrity Teamwork Excellence Client Focus |
| gptkbp:vision |
To be the leading financial services provider in the region.
|
| gptkbp:website |
www.cypressfinancial.com
|