Clinard Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

212 W Lexington Ave # 101, High Point, N...

Phone Number

(336) 781-4525

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Clinard Financial

High Point Financial Design is an independently owned, multi-generational financial planning firm based in High Point, NC, dedicated to helping families achieve financial abundance. Their certified financial planners assist clients with various life goals, including home buying, education funding, and retirement planning. The firm focuses on building strong relationships with clients, often treating them like family, and emphasizes the importance of stewardship and education in financial wellness. They primarily serve families, individuals in transition, and those with an abundance mindset, offering personalized financial design services.Explore more
Popular SearchesClinard FinancialHigh Point Financial DesignSIC Code 62,628NAICS Code 52,523Show more

Clinard Financial Org Chart

PhoneEmail
RC
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President & Founding Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clinard Financial

<$5M
1-10
Private
-
-
RC
Ronnie ClinardPresident & Founding Partner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$6M
11-50
Private
-
2006
BZ
Bennett ZabaManaging Director
<$5M
1-10
Private
-
2021
Merrick Nguyen, Managing Partner at StrateFi Wealth Management
Merrick NguyenManaging Partner
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Clinard Financial Tech Stack

A closer look at the technologies used by Clinard Financial

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Frequently Asked Questions Regarding Clinard Financial

What is Clinard Financial's official website?
Clinard Financial's official website is www.hpfinancialdesign.com
What is Clinard Financial's Revenue?
Clinard Financial's revenue is <$5 Million
What is Clinard Financial's SIC code?
Clinard Financial's SIC: 62,628
What is Clinard Financial's NAICS code?
Clinard Financial's NAICS: 52,523
How many employees does Clinard Financial have?
Clinard Financial has 1-10 employees
What industry does Clinard Financial belong to?
Clinard Financial is in the industry of: Finance, Securities Trading
What is Clinard Financial competition?
Clinard Financial top competitors include: Schneider Wealth Strategies, Dowd Financial Group, Calle Financial Network, Holliger Financial Consultants
What technology does Clinard Financial use?
Some of the popular technologies that Clinard Financial uses are: Sentry, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Clinard Financial?
Clinard Financial contact info: Phone number: (336) 781-4525 Website: www.hpfinancialdesign.com
What does Clinard Financial do?

High Point Financial Design is an independently owned, multi-generational financial planning firm based in High Point, NC, dedicated to helping families achieve financial abundance. Their certified financial planners assist clients with various life goals, including home buying, education funding, and retirement planning. The firm focuses on buildi... ng strong relationships with clients, often treating them like family, and emphasizes the importance of stewardship and education in financial wellness. They primarily serve families, individuals in transition, and those with an abundance mindset, offering personalized financial design services.Read More

Is Clinard Financial a public company?
Clinard Financial is private company therefore does not currently have an official ticker symbol
See more information about Clinard Financial

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