Cantlon Financial Planning

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

41w671 Burlington Rd, Saint Charles, Ill...

Phone Number

(630) 549-0826

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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1
1
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1

About Cantlon Financial Planning

Cantlon Financial Planning, LLC is a full-service financial planning firm based in Saint Charles, IL, serving the Chicagoland area since 1984. The firm specializes in actively managing clients' portfolios with a focus on preparing them for a secure retirement, ensuring that investment strategies align with personal goals. As an independent and local advisor, Cantlon acts as a fiduciary, committed to acting in the best interest of its clients without selling products like insurance or annuities. They offer free investment consultations to help clients achieve their financial objectives.Explore more
Cantlon Financial Planning's Social MediaPopular SearchesCantlon Financial PlanningCantlon Financial Planning LLCCantlon FinancialSIC Code 62,628NAICS Code 52,523Show more

Cantlon Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cantlon Financial Plannin...

<$5M
1-10
Private
-
1984
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
2006
Ryan Murphy, President at Pacific Coast Investment Advisors
Ryan MurphyPresident
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Low Activity

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Activity Insights

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

What does this means?

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

Cantlon Financial Planning Tech Stack

A closer look at the technologies used by Cantlon Financial Planning

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Frequently Asked Questions Regarding Cantlon Financial Planning

What is Cantlon Financial Planning's official website?
Cantlon Financial Planning's official website is www.cantlonfinancial.com
What is Cantlon Financial Planning's Revenue?
Cantlon Financial Planning's revenue is <$5 Million
What is Cantlon Financial Planning's SIC code?
Cantlon Financial Planning's SIC: 62,628
What is Cantlon Financial Planning's NAICS code?
Cantlon Financial Planning's NAICS: 52,523
How many employees does Cantlon Financial Planning have?
Cantlon Financial Planning has 1-10 employees
What industry does Cantlon Financial Planning belong to?
Cantlon Financial Planning is in the industry of: Finance, Securities Trading
What is Cantlon Financial Planning competition?
Cantlon Financial Planning top competitors include: Wealth Advisory Services, Sterling Total Wealth Solutions, Wealth Preservation Advisors, Pacific Coast Investment Advisors
What technology does Cantlon Financial Planning use?
Some of the popular technologies that Cantlon Financial Planning uses are: Google Workspace, Gmail, BlueHost
How do I contact Cantlon Financial Planning?
Cantlon Financial Planning contact info: Phone number: (630) 549-0826 Website: www.cantlonfinancial.com
What does Cantlon Financial Planning do?

Cantlon Financial Planning, LLC is a full-service financial planning firm based in Saint Charles, IL, serving the Chicagoland area since 1984. The firm specializes in actively managing clients' portfolios with a focus on preparing them for a secure retirement, ensuring that investment strategies align with personal goals. As an independent and loca... l advisor, Cantlon acts as a fiduciary, committed to acting in the best interest of its clients without selling products like insurance or annuities. They offer free investment consultations to help clients achieve their financial objectives.Read More

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

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