Catrabone Catrabone & Associates

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1312 Peninsula Dr, Erie, Pennsylvania, 1...

Phone Number

(814) 835-8333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1

About Catrabone Catrabone & Associates

Catrabone, Catrabone & Associates LLC is an independent advisory firm that specializes in bespoke wealth management solutions, focusing on financial planning, retirement planning, estate planning, and risk management. They prioritize a team-oriented approach and maintain open communication to build strong relationships with their clients, which include individuals, families, and businesses. The firm is dedicated to aligning with clients' goals to help them grow and protect their wealth through personalized strategies and regular face-to-face meetings. Their commitment to integrity and service empowers clients to make informed financial decisions for long-term success.Explore more
Catrabone Catrabone & Associates's Social MediaPopular SearchesCatrabone Catrabone & Associates LLCCatrabone & Associates LLCCatrabone Catrabone & AssociatesCatrabone Catrabone Associates LLCCatrabone Catrabone and AssociatesSIC Code 62,628NAICS Code 52,523Show more

Catrabone Catrabone & Associates Org Chart

PhoneEmail
JK
United States flag for contact location.

Client Service Specialist

PhoneEmail
LA
United States flag for contact location.

Investment Advisor

PhoneEmail
HF
United States flag for contact location.

Financial Service Advisor

PhoneEmail

PhoneEmail
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Compare Similar Companies to Catrabone Catrabone & Associates

Compare insights from companies similar to Catrabone Catrabone & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Catrabone Catrabone & Ass...

<$5M
1-10
Private
-
2010
JK
James KennedyClient Service Specialist
<$5M
11-50
Private
-
2008
CD
Caia David FloydDirector, Operations
<$5M
1-10
Private
-
1998
MK
Margaret KriviskiManager, Business
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
2005
CC
Cara ChamorroClient Service Specialist
<$5M
1-10
Private
-
1997
<$5M
1-10
Private
-
2004
EE
Eric ElekFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Catrabone Catrabone & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Catrabone Catrabone & Associates Tech Stack

A closer look at the technologies used by Catrabone Catrabone & Associates

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Frequently Asked Questions Regarding Catrabone Catrabone & Associates

What is Catrabone Catrabone & Associates's official website?
Catrabone Catrabone & Associates's official website is www.ccwealthmgmt.com
What is Catrabone Catrabone & Associates's Revenue?
Catrabone Catrabone & Associates's revenue is <$5 Million
What is Catrabone Catrabone & Associates's SIC code?
Catrabone Catrabone & Associates's SIC: 62,628
What is Catrabone Catrabone & Associates's NAICS code?
Catrabone Catrabone & Associates's NAICS: 52,523
How many employees does Catrabone Catrabone & Associates have?
Catrabone Catrabone & Associates has 1-10 employees
What industry does Catrabone Catrabone & Associates belong to?
Catrabone Catrabone & Associates is in the industry of: Finance, Securities Trading
What is Catrabone Catrabone & Associates competition?
Catrabone Catrabone & Associates top competitors include: Polaris Financial Strategies Group, Tucker-Haskins and Associates, Laurel Highlands Financial Services, Foundation Financial Advisors
What technology does Catrabone Catrabone & Associates use?
Some of the popular technologies that Catrabone Catrabone & Associates uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Catrabone Catrabone & Associates?
Catrabone Catrabone & Associates contact info: Phone number: (814) 835-8333 Website: www.ccwealthmgmt.com
What does Catrabone Catrabone & Associates do?

Catrabone, Catrabone & Associates LLC is an independent advisory firm that specializes in bespoke wealth management solutions, focusing on financial planning, retirement planning, estate planning, and risk management. They prioritize a team-oriented approach and maintain open communication to build strong relationships with their clients, which inc... lude individuals, families, and businesses. The firm is dedicated to aligning with clients' goals to help them grow and protect their wealth through personalized strategies and regular face-to-face meetings. Their commitment to integrity and service empowers clients to make informed financial decisions for long-term success.Read More

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

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