Cobblestone Financial Services

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2701 Cambridge Ct Ste 220, Auburn Hills,...

Phone Number

(248) 216-1860

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
1
1
1
1
1
1

About Cobblestone Financial Services

Cobblestone Financial Services provides a wide range of investments, insurance, and other financial products through Woodbury Financial Services, Inc. to help our clients meet their individual and business needs. Our team's combined experience, credentials, and knowledge of a wide range of products and services allow our firm to provide high-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals. Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.Explore more
Cobblestone Financial Services's Social MediaPopular SearchesCobblestone Financial Services LLCCobblestone Financial ServicesCobblestone Financial Consulting GroupCobblestone Financial Consulting LLCLyndel Investing LLCSIC Code 62,628NAICS Code 52,523Show more

Cobblestone Financial Services Org Chart

PhoneEmail
LD
United States flag for contact location.

Benefits Coordinator & Licensed Agent

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CW
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Certified Financial Certified Plan Fiduciary ...

PhoneEmail
DK
United States flag for contact location.

Financial Advisor

PhoneEmail
JC
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Financial Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cobblestone Financial Ser...

<$5M
1-10
Private
-
2001
LD
Laura DuBayBenefits Coordinator & Licensed Agent
<$5M
11-50
Private
-
2010
Laura Green, Chief Operating Officer at Financial Firm
Laura GreenChief Operating Officer
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
-
SE
Shane EdwardsFinancial Planner
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cobblestone Financial Services Tech Stack

A closer look at the technologies used by Cobblestone Financial Services

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Frequently Asked Questions Regarding Cobblestone Financial Services

What is Cobblestone Financial Services's official website?
Cobblestone Financial Services's official website is www.cobblestonefinancialservices.com
What is Cobblestone Financial Services's Revenue?
Cobblestone Financial Services's revenue is <$5 Million
What is Cobblestone Financial Services's SIC code?
Cobblestone Financial Services's SIC: 62,628
What is Cobblestone Financial Services's NAICS code?
Cobblestone Financial Services's NAICS: 52,523
How many employees does Cobblestone Financial Services have?
Cobblestone Financial Services has 1-10 employees
What industry does Cobblestone Financial Services belong to?
Cobblestone Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Cobblestone Financial Services competition?
Cobblestone Financial Services top competitors include: Weinberg Financial Advisory, Strategic Resource Group, Premier Wealth Management Group, LifeWorth Financial
What technology does Cobblestone Financial Services use?
Some of the popular technologies that Cobblestone Financial Services uses are: reCAPTCHA, Cloudflare Website Optimization, JQuery 1.11.1, Adwerx
How do I contact Cobblestone Financial Services?
Cobblestone Financial Services contact info: Phone number: (248) 216-1860 Website: www.cobblestonefinancialservices.com
What does Cobblestone Financial Services do?

Cobblestone Financial Services provides a wide range of investments, insurance, and other financial products through Woodbury Financial Services, Inc. to help our clients meet their individual and business needs. Our team's combined experience, credentials, and knowledge of a wide range of products and services allow our firm to provide high-qualit... y, cost-effective financial strategies that are designed to help our clients realize their financial goals. Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.Read More

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

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