Coburn Financial

Finance · 1-10 Employees

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Overview

Phone Number

(800) 821-6665

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Coburn Financial

Coburn Financial was founded in 1934 with a singular purpose of representing individuals and institutions in the capital markets. We have not strayed from that guiding principal, and today our clients' financial needs are met through a vast array of investment products and technologically advanced services. Guided by our conservative, proactive business philosophy, we have withstood the test of time in an often complex financial world. It is this stability and commitment to our clients that has allowed us to enjoy our enviable reputation as a service oriented investment boutique. At Coburn Financial, our entire team - from senior management and financial advisors to support staff - is focused on the client. At every area of investment planning our high service standards remain the cornerstone of our strength. As a full service investment firm, Coburn Financial offers a highly personalized approach to the specific needs of our clients. Our financial professionals are able to act as objeRead more
Popular SearchesCoburn FinancialCoburn & Meredith IncSIC Code 62,628NAICS Code 52,523Show more

Coburn Financial Org Chart

PhoneEmail
RC

Vice President, Wealth Management

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MH

Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coburn Financial

<$5M
1-10
Private
-
1934
RC
Robert ConatyVice President, Wealth Management
<$5M
1-10
Private
-
2000
DS
David SchleisPresident & Accountant
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
-
DA
Douglas AbbateFinancial Professional
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2018
KG
Kevin GallagherFounder & Managing Partner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Coburn Financial Tech Stack

A closer look at the technologies used by Coburn Financial

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Frequently Asked Questions Regarding Coburn Financial

What is Coburn Financial's official website?
Coburn Financial's official website is www.financialwellnessadvisors.net
What is Coburn Financial's Revenue?
Coburn Financial's revenue is <$5 Million
What is Coburn Financial's SIC code?
Coburn Financial's SIC: 62,628
What is Coburn Financial's NAICS code?
Coburn Financial's NAICS: 52,523
How many employees does Coburn Financial have?
Coburn Financial has 1-10 employees
What industry does Coburn Financial belong to?
Coburn Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Coburn Financial competition?
Coburn Financial top competitors include: investwithdoug.com, Mundi Financial, Legacy One Financial, Financial Advisors
What technology does Coburn Financial use?
Some of the popular technologies that Coburn Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Coburn Financial?
Coburn Financial contact info: Phone number: (800) 821-6665 Website: www.financialwellnessadvisors.net
What does Coburn Financial do?

Coburn Financial was founded in 1934 with a singular purpose of representing individuals and institutions in the capital markets. We have not strayed from that guiding principal, and today our clients' financial needs are met through a vast array of investment products and technologically advanced services. Guided by our conservative, proactive bus... iness philosophy, we have withstood the test of time in an often complex financial world. It is this stability and commitment to our clients that has allowed us to enjoy our enviable reputation as a service oriented investment boutique. At Coburn Financial, our entire team - from senior management and financial advisors to support staff - is focused on the client. At every area of investment planning our high service standards remain the cornerstone of our strength. As a full service investment firm, Coburn Financial offers a highly personalized approach to the specific needs of our clients. Our financial professionals are able to act as objective advisors, selecting from a comprehensive menu of "state of the art" products and services to implement sound investment strategies. This relationship based approach allows us to provide advice you can count on from people you can trust. Coburn Financial is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Securities held in your account are protected up to the total amount in the account.Read More

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

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