Collegiate Financial Services
Finance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
6701 Democracy Blvd Ste 120, Bethesda, M...Phone Number
(877) 398-4799Website
www.collegiatefinancial.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Collegiate Financial Services
Collegiate Financial is a financial planning firm that specializes in serving college administrators, coaches, faculty, and staff. They offer a range of services including retirement, estate planning, investment, insurance, tax, and lifestyle financial education programs. The firm emphasizes trust, honesty, and integrity in their approach, tailoring strategies to meet the unique needs and goals of their clients. With years of experience, their team is dedicated to guiding clients through life's transitions and ensuring their financial well-being.Explore more
Collegiate Financial Services Org Chart
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Collegiate Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Collegiate Financial is a financial planning firm that specializes in serving college administrators, coaches, faculty, and staff. They offer a range of services including retirement, estate planning, investment, insurance, tax, and lifestyle financial education programs. The firm emphasizes trust, honesty, and integrity in their approach, tailorin... Read More
