3G Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

6960 Orchard Lake Rd Ste 120, West Bloom...

Phone Number

(248) 538-1616

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About 3G Financial

3G Financial provides a wide range of wealth planning services, including investment management, retirement planning, estate planning, risk management, life insurance, education funding, tax management, and employee benefits. Their holistic approach is designed to meet clients' financial goals through tailored strategies. The company serves individuals and business owners, assisting them in developing effective financial plans and employee benefit packages. With locations in Michigan and Florida, 3G Financial aims to ensure comprehensive financial protection and growth for its clients.Explore more
3G Financial's Social MediaPopular Searches3G Financial LLC3gfinancial.netBroadridge Financial Solutions Inc3gfinancialSIC Code 62,628NAICS Code 52,523Show more

3G Financial Org Chart

PhoneEmail
MS
United States flag for contact location.

Senior Client Service Associate

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

3G Financial

<$5M
1-10
Private
-
1998
MS
Maggie SmithSenior Client Service Associate
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2009
AH
Alexi HalavazisChief Compliance Officer & Investment Advisor
<$5M
1-10
Private
-
2018
KF
Kevin FosterOwner & CEO
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

3G Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

3G Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 3G Financial.

3G Financial Tech Stack

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Frequently Asked Questions Regarding 3G Financial

What is 3G Financial's official website?
3G Financial's official website is www.3gfinancial.net
What is 3G Financial's Revenue?
3G Financial's revenue is <$5 Million
What is 3G Financial's SIC code?
3G Financial's SIC: 62,628
What is 3G Financial's NAICS code?
3G Financial's NAICS: 52,523
How many employees does 3G Financial have?
3G Financial has 1-10 employees
What industry does 3G Financial belong to?
3G Financial is in the industry of: Finance, Insurance, Securities Trading
What is 3G Financial competition?
3G Financial top competitors include: Weinberg Financial Advisory, Waterford Advisors, Foundation Wealth Advisors, Copper Canyon Wealth Management
What technology does 3G Financial use?
Some of the popular technologies that 3G Financial uses are: Squarespace Online Stores, Adobe Typekit, Microsoft Dynamics CRM, Microsoft 365
How do I contact 3G Financial?
3G Financial contact info: Phone number: (248) 538-1616 Website: www.3gfinancial.net
What does 3G Financial do?

3G Financial provides a wide range of wealth planning services, including investment management, retirement planning, estate planning, risk management, life insurance, education funding, tax management, and employee benefits. Their holistic approach is designed to meet clients' financial goals through tailored strategies. The company serves individ... uals and business owners, assisting them in developing effective financial plans and employee benefit packages. With locations in Michigan and Florida, 3G Financial aims to ensure comprehensive financial protection and growth for its clients.Read More

What are 3G Financial social media links?
3G Financial Linkedin page
Is 3G Financial a public company?
3G Financial is private company therefore does not currently have an official ticker symbol
See more information about 3G Financial

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