Calles Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2655 S Le Jeune Rd Ph 2D, Coral Gables, ...

Phone Number

(305) 442-6793

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Calles Financial

Calles Financial specializes in providing customized financial solutions with a focus on personalized service and high ethical standards. They offer a range of services including financial planning, money management, estate planning, retirement plans, and business planning. Their intended clients include individuals and businesses seeking balanced and objective strategies for their financial needs. The company collaborates with major insurance and financial services firms to deliver comprehensive financial products.Explore more
Calles Financial's Social MediaPopular SearchesCalles FinancialCalles Financial IncBroadridge Financial Solutions IncBroadridge Investor Communication Solutions IncCalles Financial inSIC Code 62,628NAICS Code 52,523Show more

Calles Financial Org Chart

PhoneEmail
John Calles, President at Calles Financial
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Calles Financial

<$5M
1-10
Private
<$5M
2001
John Calles, President at Calles Financial
John CallesPresident
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
1-10
Private
-
1991
Shane Walters, President & Chief Executive Officer at Walters Financial Group
Shane WaltersPresident & CEO
<$5M
1-10
Private
-
-
MM
Mark MaPresident and CFP
<$5M
1-10
Private
-
2017
NM
Nicholas McClearyPresident & Financial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Calles Financial financials insights

Gather financial insights about Calles Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$55K

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Calles Financial Tech Stack

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Frequently Asked Questions Regarding Calles Financial

What is Calles Financial's official website?
Calles Financial's official website is www.callesfinancial.com
What is Calles Financial's Revenue?
Calles Financial's revenue is <$5 Million
What is Calles Financial's SIC code?
Calles Financial's SIC: 62,628
What is Calles Financial's NAICS code?
Calles Financial's NAICS: 52,523
How many employees does Calles Financial have?
Calles Financial has 1-10 employees
What industry does Calles Financial belong to?
Calles Financial is in the industry of: Finance, Securities Trading
What is Calles Financial competition?
Calles Financial top competitors include: Freed Management Group, Investment Advisors, MA Investment Group, Castle Financial Partners
What technology does Calles Financial use?
Some of the popular technologies that Calles Financial uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Calles Financial?
Calles Financial contact info: Phone number: (305) 442-6793 Website: www.callesfinancial.com
What does Calles Financial do?

Calles Financial specializes in providing customized financial solutions with a focus on personalized service and high ethical standards. They offer a range of services including financial planning, money management, estate planning, retirement plans, and business planning. Their intended clients include individuals and businesses seeking balanced... and objective strategies for their financial needs. The company collaborates with major insurance and financial services firms to deliver comprehensive financial products.Read More

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

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