CFK Financial

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1000 Parkwood Cir SE Ste 900, Atlanta, G...

Phone Number

(678) 784-4090

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About CFK Financial

CFK Financial specializes in retirement planning, offering personalized strategies to help clients navigate their financial journeys. Led by Frank Kelly, a recognized Five Star Wealth Manager, the firm has assisted thousands of families since 2002. They provide a range of services including income planning, investment management, and educational workshops. CFK Financial aims to create unique retirement roadmaps tailored to the individual needs of their clients.Explore more
CFK Financial's Social MediaPopular SearchesCFK FinancialSIC Code 62,628NAICS Code 52,523Show more

CFK Financial Org Chart

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FK
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFK Financial

<$5M
1-10
Private
-
2017
FK
Francis KellyInvestment Advisor & Representative
$7.2M
11-50
Private
-
-
<$5M
1-10
Private
-
-
IA
Isaac AnsleyManager, Operations
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1996
JB
Jack BrownePresident & CEO
<$5M
1-10
Private
-
2001
Jason Bergey, Owner and Managing Director at Pennsylvania Wealth Management
Jason BergeyOwner and Managing Director
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

CFK Financial Tech Stack

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Frequently Asked Questions Regarding CFK Financial

What is CFK Financial's official website?
CFK Financial's official website is www.cfkfinancial.com
What is CFK Financial's Revenue?
CFK Financial's revenue is <$5 Million
What is CFK Financial's SIC code?
CFK Financial's SIC: 62,628
What is CFK Financial's NAICS code?
CFK Financial's NAICS: 52,523
How many employees does CFK Financial have?
CFK Financial has 1-10 employees
What industry does CFK Financial belong to?
CFK Financial is in the industry of: Finance, Securities Trading
What is CFK Financial competition?
CFK Financial top competitors include: Pennsylvania Wealth Management, Legacy Wealth Designers, Pacific Group Advisors, Successful Retirement Wealth Management
What technology does CFK Financial use?
Some of the popular technologies that CFK Financial uses are: GoCentral, YouTube, Microsoft 365, Vimeo
How do I contact CFK Financial?
CFK Financial contact info: Phone number: (678) 784-4090 Website: www.cfkfinancial.com
What does CFK Financial do?

CFK Financial specializes in retirement planning, offering personalized strategies to help clients navigate their financial journeys. Led by Frank Kelly, a recognized Five Star Wealth Manager, the firm has assisted thousands of families since 2002. They provide a range of services including income planning, investment management, and educational wo... rkshops. CFK Financial aims to create unique retirement roadmaps tailored to the individual needs of their clients.Read More

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

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