CK Financial Resources

Finance · Vermont, United States · 11-50 Employees

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Overview

Headquarters

76 Forman Dr, Colchester, Vermont, 05446...

Phone Number

(802) 238-8187

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CK Financial Resources

CK Financial Resources is a team of trusted financial professionals based in Charlotte, Vermont, dedicated to helping clients secure their financial future through comprehensive planning. They offer a range of services including retirement strategies, social security exploration, legacy planning concepts, and executive benefits. With over 100 years of combined experience, the team emphasizes integrity and transparency in their approach to financial advising. Their target clients include individuals seeking guidance in navigating the complexities of modern financial planning.Explore more
CK Financial Resources's Social MediaPopular SearchesCk Financial ResourcesFinancial ResourcesSIC Code 62,628NAICS Code 52,523Show more

CK Financial Resources Org Chart

PhoneEmail
CS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CK Financial Resources

<$5M
11-50
Private
-
1995
CS
Charanjeet SharmaBusiness Controller
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2013
AL
A. LipscombInvestment Advisor & Representative
<$5M
1-10
Private
-
2013
BC
Bryce CareyPartner, CERTIFIED FINANCIAL PLANNER Practitioner
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

CK Financial Resources Tech Stack

A closer look at the technologies used by CK Financial Resources

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Frequently Asked Questions Regarding CK Financial Resources

What is CK Financial Resources's official website?
CK Financial Resources's official website is www.ckfinancialresources.com
What is CK Financial Resources's Revenue?
CK Financial Resources's revenue is <$5 Million
What is CK Financial Resources's SIC code?
CK Financial Resources's SIC: 62,628
What is CK Financial Resources's NAICS code?
CK Financial Resources's NAICS: 52,523
How many employees does CK Financial Resources have?
CK Financial Resources has 11-50 employees
What industry does CK Financial Resources belong to?
CK Financial Resources is in the industry of: Finance, Securities Trading
What is CK Financial Resources competition?
CK Financial Resources top competitors include: Mosaic Retirement Planning, Lipscomb Investment Group, Money Wise, NorthLanding Financial Partners
What technology does CK Financial Resources use?
Some of the popular technologies that CK Financial Resources uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact CK Financial Resources?
CK Financial Resources contact info: Phone number: (802) 238-8187 Website: www.ckfinancialresources.com
What does CK Financial Resources do?

CK Financial Resources is a team of trusted financial professionals based in Charlotte, Vermont, dedicated to helping clients secure their financial future through comprehensive planning. They offer a range of services including retirement strategies, social security exploration, legacy planning concepts, and executive benefits. With over 100 years... of combined experience, the team emphasizes integrity and transparency in their approach to financial advising. Their target clients include individuals seeking guidance in navigating the complexities of modern financial planning.Read More

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

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