Shelton Financial Group
Finance · Indiana, United States · 11-50 Employees
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Overview
Headquarters
7635 W Jefferson Blvd, Fort Wayne, India...Phone Number
(260) 436-7006Website
www.sheltonfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1
About Shelton Financial Group
Shelton Financial Group provides financial planning services aimed at helping clients achieve financial freedom through a personalized approach. Their offerings include retirement planning, investment strategies, estate planning, insurance, and tax advice. The firm emphasizes a collaborative journey with clients, ensuring that their unique stories and goals are understood and addressed. They cater to individuals seeking guidance from certified financial planners to navigate complex financial decisions.Explore more
Shelton Financial Group Org Chart
JW
Relationship Manager
BH
Client Experience & Event Planner
CT
Service Associate
MF
Financial Advisor
CB
Service Associate
NS
Financial Advisor
BN
Financial Advisor
PH
Financial Advisor
ND
Financial Advisor
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Activity Insights
Shelton Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Shelton Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shelton Financial Group.
Shelton Financial Group financials insights
Gather financial insights about Shelton Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Shelton Financial Group Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Facilities Relocation / Expansion
Shelton Financial Group is planning to move its offices in October 2022. The move will impact employees at their existing office located at 7617 W Jefferson Blvd, Fort Wayne, IN.
Funding
Shelton Financial Group has received an SBA PPP loan for $150,000-350,000 from Lake City Bank, supporting the retention of 11 jobs.
Funding
Shelton Financial Group News & Media
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Shelton Financial Group provides financial planning services aimed at helping clients achieve financial freedom through a personalized approach. Their offerings include retirement planning, investment strategies, estate planning, insurance, and tax advice. The firm emphasizes a collaborative journey with clients, ensuring that their unique stories... Read More
