What is the company's mission?

True North Financial Solutions' mission is to help individuals, families, and businesses achieve financial independence by maximizing income, minimizing taxes, and protecting against the risks of long-term illness or mortality.

How long has the company been in the industry?

True North Financial Solutions has over forty years of experience in the financial services industry.

What services does the company offer?

True North Financial Solutions provides comprehensive financial planning services to help their clients with their financial well-being.

How can clients trust the company's expertise?

As a trusted financial services firm, True North Financial Solutions has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals.

How can clients get in touch with the company?

Clients can contact True North Financial Solutions through the contact information provided on their website.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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True North Financial

$660.0K revenue • 3 employees • 93 Lake Ave Ste 102, Danbury, CT, 06810, United States

Last Updated Aug 18, 2025

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Company Overview

Company Name

True North Financial

Address

93 Lake Ave Ste 102, Danbury, CT, 06810, United States

Website

tnorthfinancial.com

Phone

(845) 234-5751

Approx. Annual Revenue

$0.7M

Employees

Established

2015

Google Reviews

5.0 (9 reviews)

Google Business Category

Financial planner

About True North Financial

True North Financial Solutions is a financial services firm based in Danbury, CT, with over 40 years of industry experience. The company's mission is to help individuals, families, and businesses achieve financial independence through comprehensive planning services, including maximizing income, minimizing taxes, and protecting against long-term risks.

Business Profile

Read from the True North Financial website on Oct 18, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 7/10 · Current copyright 2025; Contact information present

Recent changes

What changed on the True North Financial website and Google listing, as detected by Coldlytics on each visit.

Oct 18, 2026
Estimated revenue band moved from $1M-2.5M to $500K-1M

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Financial Advisor Companies near Danbury, CT

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Frequently Asked Questions about True North Financial

Technologies Used

Key Decision Makers

Danny Blumberg Managing Partner