Collective Financial Partners

Finance · West Virginia, United States · 1-10 Employees

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Overview

Headquarters

240 Sherwood St, Star City, West Virgini...

Phone Number

(304) 216-5568

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Collective Financial Partners

Collective Financial Partners, LLC offers a comprehensive range of financial services including personal financial planning, business planning, and insurance solutions. The company adopts a client-first approach, treating every client as the CEO of their own financial assets, regardless of their business size. Their focus is on guiding clients through the complexities of financial planning, ensuring that their unique needs and goals are prioritized. With a commitment to protecting clients' interests and enhancing their financial well-being, they serve both individuals and small business owners.Explore more
Popular SearchesCollective Financial Partners LLCCollective Impressions LtdCollectivefinancialpartners ComSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collective Financial Part...

<$5M
1-10
Private
-
1998
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
-
BM
Brian MessierFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2018
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Collective Financial Partners Tech Stack

A closer look at the technologies used by Collective Financial Partners

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Frequently Asked Questions Regarding Collective Financial Partners

What is Collective Financial Partners's official website?
Collective Financial Partners's official website is www.collectivefinancialpartners.com
What is Collective Financial Partners's Revenue?
Collective Financial Partners's revenue is <$5 Million
What is Collective Financial Partners's SIC code?
Collective Financial Partners's SIC: 62,628
What is Collective Financial Partners's NAICS code?
Collective Financial Partners's NAICS: 52,523
How many employees does Collective Financial Partners have?
Collective Financial Partners has 1-10 employees
What industry does Collective Financial Partners belong to?
Collective Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is Collective Financial Partners competition?
Collective Financial Partners top competitors include: KMR Wealth Advisory, Messier Financial Advisors, Ratcliff Financial Services, Anita J Patel
What technology does Collective Financial Partners use?
Some of the popular technologies that Collective Financial Partners uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Collective Financial Partners?
Collective Financial Partners contact info: Phone number: (304) 216-5568 Website: www.collectivefinancialpartners.com
What does Collective Financial Partners do?

Collective Financial Partners, LLC offers a comprehensive range of financial services including personal financial planning, business planning, and insurance solutions. The company adopts a client-first approach, treating every client as the CEO of their own financial assets, regardless of their business size. Their focus is on guiding clients thro... ugh the complexities of financial planning, ensuring that their unique needs and goals are prioritized. With a commitment to protecting clients' interests and enhancing their financial well-being, they serve both individuals and small business owners.Read More

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

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