Cfn Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(812) 288-2021

Revenue

<$5 Million

Industry

Finance Securities Trading

About Cfn Wealth Management

CFN Wealth Management, LLC is committed to enhancing the quality of life for its clients by helping them achieve their financial goals through customized solutions. They utilize a holistic approach to manage risk and oversee the key phases of wealth management, including accumulation, distribution, and transference of wealth. The firm prides itself on its professional courtesy, compassion, and individual attention that distinguish it from competitors. Their services are aimed at both individuals and businesses looking for tailored financial strategies.Explore more
Cfn Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cfn Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cfn Wealth Management

<$5M
1-10
Private
-
2005
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
-
DS
David ShoesmithFinancial Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1962
BP
Barbara PerraultRegistered Client Service Manager
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
-
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Cfn Wealth Management Tech Stack

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Frequently Asked Questions Regarding Cfn Wealth Management

What is Cfn Wealth Management's official website?
Cfn Wealth Management's official website is www.cfnwm.com
What is Cfn Wealth Management's Revenue?
Cfn Wealth Management's revenue is <$5 Million
What is Cfn Wealth Management's SIC code?
Cfn Wealth Management's SIC: 62,628
What is Cfn Wealth Management's NAICS code?
Cfn Wealth Management's NAICS: 52,523
How many employees does Cfn Wealth Management have?
Cfn Wealth Management has 1-10 employees
What industry does Cfn Wealth Management belong to?
Cfn Wealth Management is in the industry of: Finance, Securities Trading
What is Cfn Wealth Management competition?
Cfn Wealth Management top competitors include: Waterford Advisors, Ascential Wealth, Radnor Financial Advisors, Waterstone Private Wealth Management
What technology does Cfn Wealth Management use?
Some of the popular technologies that Cfn Wealth Management uses are: reCAPTCHA, JQuery 1.11.1, Adwerx, AppRiver
How do I contact Cfn Wealth Management?
Cfn Wealth Management contact info: Phone number: (812) 288-2021 Website: www.cfnwm.com
What does Cfn Wealth Management do?

CFN Wealth Management, LLC is committed to enhancing the quality of life for its clients by helping them achieve their financial goals through customized solutions. They utilize a holistic approach to manage risk and oversee the key phases of wealth management, including accumulation, distribution, and transference of wealth. The firm prides itself... on its professional courtesy, compassion, and individual attention that distinguish it from competitors. Their services are aimed at both individuals and businesses looking for tailored financial strategies.Read More

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

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