CDP Financial Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1800 W Littleton Blvd, Littleton, Colora...

Phone Number

(303) 794-0706

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CDP Financial Group

CDP Financial Group specializes in providing tailored financial planning and wealth management solutions aimed at helping families and individuals achieve their financial goals. Their services cater to multigenerational families, pre-retirees, retirees, and affluent individuals, focusing on retirement planning, investment strategies, and risk management. With a commitment to personalized service and education, they strive to deliver exceptional client experiences and financial clarity. The firm emphasizes trust and innovation in its approach to building financial confidence for its clients.Explore more
Popular SearchesCdp Financial Group LLCCd1financial.Com LLCCdpfinancialCd1financialcom LLCCDP FinancialSIC Code 62,628NAICS Code 52,523Show more

CDP Financial Group Org Chart

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BP
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President & Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CDP Financial Group

<$5M
1-10
Private
-
2002
BP
Brian PerkinsPresident & Investment Advisor
$5.3M
11-50
Private
-
-
CT
Corinne TeczaClient Service Manager
<$5M
1-10
Private
-
2005
RM
Rachel McclureCustomer Service Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
CJ
Coty JonesFinancial Professional
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Low Activity

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Activity Insights

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

What does this means?

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

CDP Financial Group Tech Stack

A closer look at the technologies used by CDP Financial Group

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Frequently Asked Questions Regarding CDP Financial Group

What is CDP Financial Group's official website?
CDP Financial Group's official website is www.cdpfinancial.com
What is CDP Financial Group's Revenue?
CDP Financial Group's revenue is <$5 Million
What is CDP Financial Group's SIC code?
CDP Financial Group's SIC: 62,628
What is CDP Financial Group's NAICS code?
CDP Financial Group's NAICS: 52,523
How many employees does CDP Financial Group have?
CDP Financial Group has 1-10 employees
What industry does CDP Financial Group belong to?
CDP Financial Group is in the industry of: Finance, Securities Trading
What is CDP Financial Group competition?
CDP Financial Group top competitors include: Family Wealth NJ, Modern Financial, Hill Country Group, D & G Advisory Group
What technology does CDP Financial Group use?
Some of the popular technologies that CDP Financial Group uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact CDP Financial Group?
CDP Financial Group contact info: Phone number: (303) 794-0706 Website: www.cdpfinancial.com
What does CDP Financial Group do?

CDP Financial Group specializes in providing tailored financial planning and wealth management solutions aimed at helping families and individuals achieve their financial goals. Their services cater to multigenerational families, pre-retirees, retirees, and affluent individuals, focusing on retirement planning, investment strategies, and risk manag... ement. With a commitment to personalized service and education, they strive to deliver exceptional client experiences and financial clarity. The firm emphasizes trust and innovation in its approach to building financial confidence for its clients.Read More

Is CDP Financial Group a public company?
CDP Financial Group is private company therefore does not currently have an official ticker symbol
See more information about CDP Financial Group

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