Consolidated Financial Services

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

2205 Juniper Dr, Coplay, Pennsylvania, 1...

Phone Number

(972) 994-1500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Consolidated Financial Services

Consolidated Financial Services specializes in assisting clients to achieve their financial goals through sound financial planning strategies. Kevin E. Davis, CFP, founded Consolidated Financial Services in 1983 because of the need for comprehensive financial services for individuals.Explore more
Consolidated Financial Services's Social MediaPopular SearchesConsolidated Financial ServicesConcierge Financial Strategies LLCSIC Code 62,628NAICS Code 52,523Show more

Consolidated Financial Services Org Chart

JM
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
JS
United States flag for contact location.

Manager, Payroll

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Consolidated Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Consolidated Financial Se...

<$5M
1-10
Private
-
2021
JM
Jason MonteagudoPresident & CEO
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2000
EL
Edward LewisInvestment Executive
<$5M
1-10
Private
-
2009
BK
Blake KitchensCertified Financial Planner
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Consolidated Financial Services Tech Stack

A closer look at the technologies used by Consolidated Financial Services

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Frequently Asked Questions Regarding Consolidated Financial Services

What is Consolidated Financial Services's official website?
Consolidated Financial Services's official website is www.cfsplanner.com
What is Consolidated Financial Services's Revenue?
Consolidated Financial Services's revenue is <$5 Million
What is Consolidated Financial Services's SIC code?
Consolidated Financial Services's SIC: 62,628
What is Consolidated Financial Services's NAICS code?
Consolidated Financial Services's NAICS: 52,523
How many employees does Consolidated Financial Services have?
Consolidated Financial Services has 1-10 employees
What industry does Consolidated Financial Services belong to?
Consolidated Financial Services is in the industry of: Finance, Securities Trading
What is Consolidated Financial Services competition?
Consolidated Financial Services top competitors include: The Financial Planning Group, Encompass Financial Partners, Integrated Financial Management, Trinity Wealth Management
What technology does Consolidated Financial Services use?
Some of the popular technologies that Consolidated Financial Services uses are: Cloudflare Website Optimization, Smarsh, Datadog, Wistia
How do I contact Consolidated Financial Services?
Consolidated Financial Services contact info: Phone number: (972) 994-1500 Website: www.cfsplanner.com
What does Consolidated Financial Services do?

Consolidated Financial Services specializes in assisting clients to achieve their financial goals through sound financial planning strategies. Kevin E. Davis, CFP, founded Consolidated Financial Services in 1983 because of the need for comprehensive financial services for individuals.... Read More

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

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