Charter Financial Group

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

275 W Natick Rd Ste 450, Warwick, Rhode ...

Phone Number

(401) 903-9000

Revenue

<$5 Million

Industry

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

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, help protect and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise. We have a holistic approach that includes insurance strategies to mitigate risk, wealth management strategies, along with income and tax advantaged estate planning programs.Explore more
Charter Financial Group's Social MediaPopular SearchesCharter Financial GroupFinancial GroupCharter Financial Group IncCHARTER FINANCIAL GROUP HowWww CharterfinancialgroupSIC Code 62,628NAICS Code 52,523Show more

Charter Financial Group Org Chart

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Chief Operating Officer

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President

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Office Manager

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Associate Manager

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charter Financial Group

<$5M
11-50
Private
-
2017
EW
Erik WohlgemuthChief Operating Officer
<$5M
11-50
Private
-
2010
JS
Jared SteinChief of Staff
<$5M
1-10
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-
2004
RC
Robert CleggFinancial Professional
<$5M
1-10
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-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
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2011
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
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N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Charter Financial Group Tech Stack

A closer look at the technologies used by Charter Financial Group

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Frequently Asked Questions Regarding Charter Financial Group

What is Charter Financial Group's official website?
Charter Financial Group's official website is www.thecharterfinancialgroup.com
What is Charter Financial Group's Revenue?
Charter Financial Group's revenue is <$5 Million
What is Charter Financial Group's SIC code?
Charter Financial Group's SIC: 62,628
What is Charter Financial Group's NAICS code?
Charter Financial Group's NAICS: 52,523
How many employees does Charter Financial Group have?
Charter Financial Group has 11-50 employees
What industry does Charter Financial Group belong to?
Charter Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Charter Financial Group competition?
Charter Financial Group top competitors include: Capital Bay, Union Financial Group, Limehouse Financial, Rogers Financial Group
What technology does Charter Financial Group use?
Some of the popular technologies that Charter Financial Group uses are: WordPress.org, PHP, Google Website Translator, Google Cloud Web Serving
How do I contact Charter Financial Group?
Charter Financial Group contact info: Phone number: (401) 903-9000 Website: www.thecharterfinancialgroup.com
What does Charter Financial Group do?

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, help protect and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise. We have a holistic approach that includes insurance strateg... ies to mitigate risk, wealth management strategies, along with income and tax advantaged estate planning programs.Read More

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

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