34
Growth Score in past quarter
pts
Heat Score 34 in past quarter
-11 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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CH Financial is a financial advising firm that offers wealth management, financial planning, and risk management services.
About the Company
CH Financial provides financial advising, wealth management, tax preparation, and estate planning services. Their services include filing tax returns for individuals, families, and small businesses. Their tax planning service reviews their clients' personal and business tax histories to maximize after-tax income. Their holistic wealth
management approach combines a solid financial plan, risk management, and insurance strategies to maximize returns while mitigating risks through long-term tax minimization and insurance strategies.