Celtic Financial Services

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

3025 Washington Rd Ste 104, Mcmurray, Pe...

Phone Number

(724) 260-5487

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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Apr
May
ZI Rank
1
1
1
1
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1

About Celtic Financial Services

Celtic Financial Services, LLC is an independent financial services firm that specializes in providing comprehensive investment management and financial strategies tailored to the unique needs of clients. The firm aims to assist young professionals, growing families, and retirees in achieving their financial goals through customized strategies and unbiased advice. Their mission is to build long-lasting relationships with clients by offering superior customer service and preparation for life's challenges. Celtic Financial Services focuses on helping individuals develop sound retirement strategies and navigate life transitions with integrity and trust.Explore more
Celtic Financial Services's Social MediaPopular SearchesCeltic Financial ServicesCeltic Financial Services LLCCeltic FinancialFinancial Services LLCCeltic Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Celtic Financial Services Org Chart

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CP
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Celtic Financial Services

<$5M
11-50
Private
-
2001
CP
Crystal PellingAdministrative Assistant
<$5M
1-10
Private
-
-
TF
Timothy FontenotFinancial Professional
<$5M
1-10
Private
-
1966
MF
Mark FriesePresident & Founder
<$5M
1-10
Private
-
2020
BH
Bill HeidtDirector, National Marketing
<$5M
1-10
Private
-
-
GR
Gabriella RomeroOffice Director
<$5M
1-10
Private
-
-
LO
Lindsay OjedaFinancial Advisor
<$5M
1-10
Private
-
1993
EC
Erica CurranSenior Mgr. Bus. Dev.
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Celtic Financial Services Tech Stack

A closer look at the technologies used by Celtic Financial Services

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Frequently Asked Questions Regarding Celtic Financial Services

What is Celtic Financial Services's official website?
Celtic Financial Services's official website is www.celticfinancialservices.com
What is Celtic Financial Services's Revenue?
Celtic Financial Services's revenue is <$5 Million
What is Celtic Financial Services's SIC code?
Celtic Financial Services's SIC: 62,628
What is Celtic Financial Services's NAICS code?
Celtic Financial Services's NAICS: 52,523
How many employees does Celtic Financial Services have?
Celtic Financial Services has 11-50 employees
What industry does Celtic Financial Services belong to?
Celtic Financial Services is in the industry of: Finance, Securities Trading
What is Celtic Financial Services competition?
Celtic Financial Services top competitors include: Friese Financial Advocates, fontenotwealthmgmt.com, Executive Financial Group, One Stop Financial Services
What technology does Celtic Financial Services use?
Some of the popular technologies that Celtic Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Celtic Financial Services?
Celtic Financial Services contact info: Phone number: (724) 260-5487 Website: www.celticfinancialservices.com
What does Celtic Financial Services do?

Celtic Financial Services, LLC is an independent financial services firm that specializes in providing comprehensive investment management and financial strategies tailored to the unique needs of clients. The firm aims to assist young professionals, growing families, and retirees in achieving their financial goals through customized strategies and... unbiased advice. Their mission is to build long-lasting relationships with clients by offering superior customer service and preparation for life's challenges. Celtic Financial Services focuses on helping individuals develop sound retirement strategies and navigate life transitions with integrity and trust.Read More

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

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