Consolidated Financial

Finance · Ohio, United States · 51-200 Employees

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Overview

Headquarters

5850 Venture Dr Ste A, Dublin, Ohio, 430...

Phone Number

(614) 932-0000

Website

www.investconsolidated.com

Revenue

$10.7 Million

Industry

Finance Securities Trading

About Consolidated Financial

Consolidated Financial is a Registered Investment Advisor that offers Investment Management and Retirement Planning services for individual clients, as well as 401(k) and IRA-based Retirement Plan services for business clients. Established in 1998, the firm partners with custodians like Charles Schwab and operates in a fiduciary capacity, ensuring the highest standard of care for its clients. The company specializes in providing personalized financial advice to clients with complex financial needs, free from ties to specific investment products. As independent advisors, they prioritize acting in the best interests of their clients at all times.Explore more
Consolidated Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Consolidated Financial Org Chart

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TM
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Tanya McNier

Office Manager

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Brenda Compston

Service Coordinator

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Consolidated Financial

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1998
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Illustration of an envelope

Consolidated Financial Tech Stack

A closer look at the technologies used by Consolidated Financial

WooCommerce

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Automattic
WordPress.org

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Automattic
PHP

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PHP
Cloudflare Website Optimization

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Cloudflare
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Frequently Asked Questions Regarding Consolidated Financial

What is Consolidated Financial's official website?
Consolidated Financial's official website is www.investconsolidated.com What is Consolidated Financial's Revenue?
Consolidated Financial's revenue is $10.7 Million What is Consolidated Financial's SIC code?
Consolidated Financial's SIC: 62,628 What is Consolidated Financial's NAICS code?
Consolidated Financial's NAICS: 52,523 How many employees does Consolidated Financial have?
Consolidated Financial has 51-200 employees What industry does Consolidated Financial belong to?
Consolidated Financial is in the industry of: Finance, Securities Trading What is Consolidated Financial competition?
Consolidated Financial top competitors include: Lobdell & Lane Wealth Management, Acanthus Associates, EnRich Financial Partners, Brassell Wealth & Retirement Planning What technology does Consolidated Financial use?
Some of the popular technologies that Consolidated Financial uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization How do I contact Consolidated Financial?
Consolidated Financial contact info: Phone number: (614) 932-0000 Website: www.investconsolidated.com What does Consolidated Financial do?

Consolidated Financial is a Registered Investment Advisor that offers Investment Management and Retirement Planning services for individual clients, as well as 401(k) and IRA-based Retirement Plan services for business clients. Established in 1998, the firm partners with custodians like Charles Schwab and operates in a fiduciary capacity, ensuring... the highest standard of care for its clients. The company specializes in providing personalized financial advice to clients with complex financial needs, free from ties to specific investment products. As independent advisors, they prioritize acting in the best interests of their clients at all times.Read More

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

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