Centorbi Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

101 W Vandalia St Ste 125, Edwardsville,...

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 Centorbi Financial Group

Centorbi Financial offers a trademarked planning process called the 4D Legacy Experience, designed to provide clients with clarity in their retirement planning. The firm focuses on helping retirees optimize their income, minimize taxes, and ensure their estate is set up efficiently for their loved ones. With over 25 years of experience, founder Chad Centorbi emphasizes a structured, no-pressure approach to financial planning. Their intended clients are individuals seeking peace of mind and a clear path to a sustainable retirement.Explore more
Centorbi Financial Group's Social MediaPopular SearchesCentorbi Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Centorbi Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Centorbi Financial Group

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
TT
Travis TazawaManager, Cfp Wealth
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
<$5M
1-10
Private
-
2009
MS
Mary ScaleseChief Operating Officer & Co Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Centorbi Financial Group Tech Stack

A closer look at the technologies used by Centorbi Financial Group

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Frequently Asked Questions Regarding Centorbi Financial Group

What is Centorbi Financial Group's official website?
Centorbi Financial Group's official website is www.centorbifinancial.com
What is Centorbi Financial Group's Revenue?
Centorbi Financial Group's revenue is <$5 Million
What is Centorbi Financial Group's SIC code?
Centorbi Financial Group's SIC: 62,628
What is Centorbi Financial Group's NAICS code?
Centorbi Financial Group's NAICS: 52,523
How many employees does Centorbi Financial Group have?
Centorbi Financial Group has 1-10 employees
What industry does Centorbi Financial Group belong to?
Centorbi Financial Group is in the industry of: Finance, Securities Trading
What is Centorbi Financial Group competition?
Centorbi Financial Group top competitors include: Retirement Solutions, McCain & Associates of Ohio, Fortune Financial Group, Sego Wealth Management
What technology does Centorbi Financial Group use?
Some of the popular technologies that Centorbi Financial Group uses are: goo.gl, WordPress.org, Drupal, PHP
What does Centorbi Financial Group do?

Centorbi Financial offers a trademarked planning process called the 4D Legacy Experience, designed to provide clients with clarity in their retirement planning. The firm focuses on helping retirees optimize their income, minimize taxes, and ensure their estate is set up efficiently for their loved ones. With over 25 years of experience, founder Cha... d Centorbi emphasizes a structured, no-pressure approach to financial planning. Their intended clients are individuals seeking peace of mind and a clear path to a sustainable retirement.Read More

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

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