72 Financial

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2 S Dunton Ave, Arlington Heights, Illin...

Phone Number

(847) 259-7272

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About 72 Financial

72 Financial is an independent financial advisory firm dedicated to simplifying the complexities of finance for individual investors and entrepreneurs. They offer a comprehensive range of services including retirement planning, investment management, estate planning, insurance, and tax services. The firm emphasizes building long-lasting relationships with clients by providing personalized advice and ongoing support. Their process involves understanding client goals, developing customized financial plans, and monitoring progress to ensure alignment with clients' aspirations.Explore more
72 Financial's Social MediaPopular Searches72 FinancialSIC Code 62,628NAICS Code 52,523Show more

72 Financial Org Chart

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Wealth Advisor

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Founder & Wealth Advisor

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Paraplanner

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Financial Advisor

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PM
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Financial Consultant and Director

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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

72 Financial

<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1993
Brett Fry, Managing Director at Forteris Wealth Management
Brett FryManaging Director
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
<$5M
1-10
Private
-
2010
KG
Kathy GarrisonChief Financial Officer & Manager, Business
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

72 Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 72 Financial.

72 Financial Tech Stack

A closer look at the technologies used by 72 Financial

Top Finance Companies

Frequently Asked Questions Regarding 72 Financial

What is 72 Financial's official website?
72 Financial's official website is www.72financial.com
What is 72 Financial's Revenue?
72 Financial's revenue is <$5 Million
What is 72 Financial's SIC code?
72 Financial's SIC: 62,628
What is 72 Financial's NAICS code?
72 Financial's NAICS: 52,523
How many employees does 72 Financial have?
72 Financial has 1-10 employees
What industry does 72 Financial belong to?
72 Financial is in the industry of: Finance, Securities Trading
What is 72 Financial competition?
72 Financial top competitors include: Wealth Advisory Services, Holliger Financial Consultants, Barking Sands Capital, Sherwood Investment Services
What technology does 72 Financial use?
Some of the popular technologies that 72 Financial uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact 72 Financial?
72 Financial contact info: Phone number: (847) 259-7272 Website: www.72financial.com
What does 72 Financial do?

72 Financial is an independent financial advisory firm dedicated to simplifying the complexities of finance for individual investors and entrepreneurs. They offer a comprehensive range of services including retirement planning, investment management, estate planning, insurance, and tax services. The firm emphasizes building long-lasting relationshi... ps with clients by providing personalized advice and ongoing support. Their process involves understanding client goals, developing customized financial plans, and monitoring progress to ensure alignment with clients' aspirations.Read More

What are 72 Financial social media links?
72 Financial Linkedin page 72 Financial Twitter page 72 Financial Facebook page
Is 72 Financial a public company?
72 Financial is private company therefore does not currently have an official ticker symbol
See more information about 72 Financial

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