Conner & Associates

Accounting for Legal Practices · Ohio, United States · 1-10 Employees

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Overview

Headquarters

26016 Detroit Rd Ste 3, Westlake, Ohio, ...

Phone Number

(440) 617-0390

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Conner & Associates

Conner & Associates is a boutique accounting firm that specializes in providing customized solutions for high net worth individuals and families. They focus on preserving wealth across generations by offering personalized service and expertise in managing complex portfolios, including non-traditional income streams and unique estate situations. With over 75 years of combined experience, the firm is equipped to handle intricate tax, investment, and financial planning needs. Their commitment to client service is enhanced by the use of advanced tax and accounting software typically found in larger firms.Explore more
Conner & Associates's Social MediaPopular SearchesConner & Associates LLPConner & Associates LlaConner Associates LLPConner & AssociatesConner AssociatesSIC Code 87,872NAICS Code 54,541Show more

Conner & Associates Org Chart

PhoneEmail
MT
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Associate

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JL
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Associate

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SS
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Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Conner & Associates

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
<$5M
2007
James Castaldo, President & Owner at James Castaldo CPA & Associates
James CastaldoPresident & Owner
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1991
DW
Diane WilliamsTax & Accounting & Payroll Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Conner & Associates is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Conner & Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Conner & Associates.

Conner & Associates Tech Stack

A closer look at the technologies used by Conner & Associates

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Conner & Associates

What is Conner & Associates's official website?
Conner & Associates's official website is www.connerllp.com
What is Conner & Associates's Revenue?
Conner & Associates's revenue is <$5 Million
What is Conner & Associates's SIC code?
Conner & Associates's SIC: 87,872
What is Conner & Associates's NAICS code?
Conner & Associates's NAICS: 54,541
How many employees does Conner & Associates have?
Conner & Associates has 1-10 employees
What industry does Conner & Associates belong to?
Conner & Associates is in the industry of: Accounting for Legal Practices, Business Services
What is Conner & Associates competition?
Conner & Associates top competitors include: James Castaldo CPA & Associates, Beir Accounting & Income Tax, Nbj Services, Garrard & Clements, CPAs
What technology does Conner & Associates use?
Some of the popular technologies that Conner & Associates uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Conner & Associates?
Conner & Associates contact info: Phone number: (440) 617-0390 Website: www.connerllp.com
What does Conner & Associates do?

Conner & Associates is a boutique accounting firm that specializes in providing customized solutions for high net worth individuals and families. They focus on preserving wealth across generations by offering personalized service and expertise in managing complex portfolios, including non-traditional income streams and unique estate situations. Wit... h over 75 years of combined experience, the firm is equipped to handle intricate tax, investment, and financial planning needs. Their commitment to client service is enhanced by the use of advanced tax and accounting software typically found in larger firms.Read More

What are Conner & Associates social media links?
Conner & Associates Linkedin page
Is Conner & Associates a public company?
Conner & Associates is private company therefore does not currently have an official ticker symbol
See more information about Conner & Associates

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