Carter Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

222 S Cook St, Barrington, Illinois, 600...

Phone Number

(847) 713-2700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Carter Financial Group

Carter Financial Group, Inc. is a financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow and conserve your wealth and are delivered with a high level of personalized service. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (847) 713-2700 . We look forward to hearing from you. Click on the owl to see what's new with SmartMap. Click Here to view the Voya Global Perspectives 2017 Forecast. Click Here to have our firm's brochure sent to you.Explore more
Carter Financial Group's Social MediaPopular SearchesCarter Financial Group IncCarter Financial GroupCarter Financial Group LLCCarterfinancialgroup ComCarter FinancialSIC Code 62,628NAICS Code 52,523Show more

Carter Financial Group Org Chart

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Team Member

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Carter Financial Group

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Monica HunsakerClient Relationship Manager
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Alexandra AlexandrouDirector, Operations
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Laura OdegaardDirector, Client Services
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Jeffrey MurphyChief Investment Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Carter Financial Group financials insights

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

2020

Debt

$150K

2024

Debt

$2.7M

See All Carter Financial Group's Financials Insights

Carter Financial Group Tech Stack

A closer look at the technologies used by Carter Financial Group

Most Recent Scoops

Funding
reportedly secured $495,000 in Debt funding in Q3 2024. The financing was provided by American National Bank.
Funding, Financing & Debt
Facilities Relocation / Expansion
Carter Financial Group is planning to move its offices in March 2023. The move will impact approximately 10 employees at their existing office located at 222 S Cook St, Barrington, IL.
Funding
Carter Financial Group has received an SBA PPP loan for $150,000-350,000 from JPMorgan Chase Bank, supporting the retention of 6 jobs.
Funding
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Top Finance Companies

Frequently Asked Questions Regarding Carter Financial Group

What is Carter Financial Group's official website?
Carter Financial Group's official website is www.carterfinancialgroup.com
What is Carter Financial Group's Revenue?
Carter Financial Group's revenue is <$5 Million
What is Carter Financial Group's SIC code?
Carter Financial Group's SIC: 62,628
What is Carter Financial Group's NAICS code?
Carter Financial Group's NAICS: 52,523
How many employees does Carter Financial Group have?
Carter Financial Group has 1-10 employees
What industry does Carter Financial Group belong to?
Carter Financial Group is in the industry of: Finance, Securities Trading
What is Carter Financial Group competition?
Carter Financial Group top competitors include: Wealth Management Group, LifeWorth Financial, Triton Wealth, Murphy Wealth Management
What technology does Carter Financial Group use?
Some of the popular technologies that Carter Financial Group uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
How do I contact Carter Financial Group?
Carter Financial Group contact info: Phone number: (847) 713-2700 Website: www.carterfinancialgroup.com
What does Carter Financial Group do?

Carter Financial Group, Inc. is a financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow and conserve your wealth and are delivered with a high level of personalized service. We encourage you to explore our site and learn more about the services we provide. Should... you have any questions or would like more information on our firm, please feel free to email us or call us at (847) 713-2700 . We look forward to hearing from you. Click on the owl to see what's new with SmartMap. Click Here to view the Voya Global Perspectives 2017 Forecast. Click Here to have our firm's brochure sent to you.Read More

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

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