Citation-Financial Group

Insurance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

13010 Morris Rd Ste 200, Alpharetta, Geo...

Phone Number

(888) 477-2551

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
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2
1
1

About Citation-Financial Group

Citation-Financial Group specializes in providing customized life insurance, financial planning, and small business solutions in the Atlanta, GA area. They focus on understanding clients' financial situations and offer tailored options to meet individual budgets and lifestyles. Their services cater to small businesses, medical professionals, and individuals seeking to grow their wealth and achieve financial goals. The company is committed to maintaining high standards of integrity and professionalism in their client relationships.Explore more
Citation-Financial Group's Social MediaPopular SearchesCitation-Financial GroupCitation - Financial GroupCitation Financialcitation financial group IncSIC Code 64,641NAICS Code 52,524Show more

Citation-Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Citation-Financial Group

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2009
BK
Blake KitchensCertified Financial Planner
<$5M
1-10
Private
-
2018
Scott Bondurant, Founder & Chief Executive Officer at Bondurant Investment Advisory
Scott BondurantFounder & CEO
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2017
DS
Dalton StewartFinancial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Citation-Financial Group is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Citation-Financial Group Tech Stack

A closer look at the technologies used by Citation-Financial Group

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Frequently Asked Questions Regarding Citation-Financial Group

What is Citation-Financial Group's official website?
Citation-Financial Group's official website is www.citation-financial.com
What is Citation-Financial Group's Revenue?
Citation-Financial Group's revenue is <$5 Million
What is Citation-Financial Group's SIC code?
Citation-Financial Group's SIC: 64,641
What is Citation-Financial Group's NAICS code?
Citation-Financial Group's NAICS: 52,524
How many employees does Citation-Financial Group have?
Citation-Financial Group has 1-10 employees
What industry does Citation-Financial Group belong to?
Citation-Financial Group is in the industry of: Insurance, Finance, Securities Trading
What is Citation-Financial Group competition?
Citation-Financial Group top competitors include: Hargrave Fiduciary Advisors, Bondurant Investment Advisory, Appaloosa Wealth Management, KMR Wealth Advisory
What technology does Citation-Financial Group use?
Some of the popular technologies that Citation-Financial Group uses are: WordPress.org, PHP, Google Font API, Google Workspace
How do I contact Citation-Financial Group?
Citation-Financial Group contact info: Phone number: (888) 477-2551 Website: www.citation-financial.com
What does Citation-Financial Group do?

Citation-Financial Group specializes in providing customized life insurance, financial planning, and small business solutions in the Atlanta, GA area. They focus on understanding clients' financial situations and offer tailored options to meet individual budgets and lifestyles. Their services cater to small businesses, medical professionals, and in... dividuals seeking to grow their wealth and achieve financial goals. The company is committed to maintaining high standards of integrity and professionalism in their client relationships.Read More

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

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