Carter Financial

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3355 Lenox Rd NE Ste 1000, Atlanta, Geor...

Phone Number

(404) 713-5022

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Carter Financial

Carter Financial helps people build and protect their money at every stage of life. They offer personal and business financial planning, including retirement accounts, insurance, investment strategies, and debt management. Their team works closely with clients to create custom plans that fit individual financial goals and needs.Explore more
Carter Financial's Social MediaPopular SearchesCarter FinancialCarter Financial Services LLCCarter Financl ServicesFinancial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Carter Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carter Financial

<$5M
1-10
Private
-
2005
DS
Dionna SchenckAssociate Partner
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
1989
DD
Dennis DrakeLicensed Insurance Agent & Retirement Planning Specialist & Managing Director
<$5M
1-10
Private
-
-
JE
Jeff EschrichManaging Principal
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Carter Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Carter Financial

What is Carter Financial's official website?
Carter Financial's official website is www.carterfinancial.us
What is Carter Financial's Revenue?
Carter Financial's revenue is <$5 Million
What is Carter Financial's SIC code?
Carter Financial's SIC: 62,628
What is Carter Financial's NAICS code?
Carter Financial's NAICS: 52,523
How many employees does Carter Financial have?
Carter Financial has 1-10 employees
What industry does Carter Financial belong to?
Carter Financial is in the industry of: Finance, Insurance, Securities Trading
What is Carter Financial competition?
Carter Financial top competitors include: Fischer Financial Group, Capital Bay, Financial Freedom Group, BeamaLife
What technology does Carter Financial use?
Some of the popular technologies that Carter Financial uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Carter Financial?
Carter Financial contact info: Phone number: (404) 713-5022 Website: www.carterfinancial.us
What does Carter Financial do?

Carter Financial helps people build and protect their money at every stage of life. They offer personal and business financial planning, including retirement accounts, insurance, investment strategies, and debt management. Their team works closely with clients to create custom plans that fit individual financial goals and needs.... Read More

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

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