Cohen Financial

Finance · Kansas, United States · 51-200 Employees

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Overview

Headquarters

4601 College Blvd Ste 300, Leawood, Kans...

Phone Number

(913) 732-5222

Revenue

$13.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cohen Financial

Cohen Financial Services offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax services. The company prides itself on building strong, multi-generational relationships with clients, providing tailored strategies to meet their unique needs and goals. With a commitment to trust, honesty, and integrity, they utilize advanced technology to deliver personalized service. Their target clients include individuals and families seeking guidance through life's financial transitions.Explore more
Cohen Financial's Social MediaPopular SearchesCohen Financial LPCohen FinancialCohen Financial Services LLCCohen Financial GroupCohen Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Cohen Financial Org Chart

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CK
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Vice President

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Vice President

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Manager and Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cohen Financial

$13.9M
51-200
Private
$66.5M
1978
CK
Charlie KakkuriVice President
$21.6M
51-200
Private
-
2007
N/A
$7.4M
51-200
Private
-
2015
$6.6M
51-200
Private
-
1996
AS
Anne SatterleeManager, Branch Accounting
$5.2M
51-200
Private
-
-
MW
Michael WerfelFinancial Planner & Advisor & Financial Services Representative
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
11-50
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cohen Financial financials insights

Gather financial insights about Cohen Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2016

Debt

$66.5M

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Cohen Financial Tech Stack

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Cohen Financial News & Media

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Frequently Asked Questions Regarding Cohen Financial

What is Cohen Financial's official website?
Cohen Financial's official website is www.cohenfin.com
What is Cohen Financial's Revenue?
Cohen Financial's revenue is $13.9 Million
What is Cohen Financial's SIC code?
Cohen Financial's SIC: 62,628
What is Cohen Financial's NAICS code?
Cohen Financial's NAICS: 52,523
How many employees does Cohen Financial have?
Cohen Financial has 51-200 employees
What industry does Cohen Financial belong to?
Cohen Financial is in the industry of: Finance, Securities Trading
What is Cohen Financial competition?
Cohen Financial top competitors include: Mastey Financial Group, Professional Wealth Advisors, Strategic Planning Concepts, MassMutual
What companies has Cohen Financial acquired?
Cohen Financial has acquired the companies: Street Resource Group, JCIII & Associates, Street Resource Group, Hatfield Philips International
What technology does Cohen Financial use?
Some of the popular technologies that Cohen Financial uses are: goo.gl, Cloudflare Website Optimization, Google Universal Analytics, Proofpoint
How do I contact Cohen Financial?
Cohen Financial contact info: Phone number: (913) 732-5222 Website: www.cohenfin.com
What does Cohen Financial do?

Cohen Financial Services offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax services. The company prides itself on building strong, multi-generational relationships with clients, providing tailored strategies to meet their unique needs and goals. With a commitment to trust,... honesty, and integrity, they utilize advanced technology to deliver personalized service. Their target clients include individuals and families seeking guidance through life's financial transitions.Read More

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

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