Coordinated Financial Group

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

4801 Spicewood Springs Rd Ste 200, Austi...

Phone Number

(512) 346-7962

Revenue

$5.5 Million

Industry

Finance Securities Trading

About Coordinated Financial Group

Coordinated Financial Group is a financial advisory firm based in Austin, TX, specializing in holistic financial strategies tailored to individual and corporate clients. They focus on helping clients manage retirement and pension plans, as well as providing investment, estate, and insurance services. The firm emphasizes long-term relationships built on open communication and understanding clients' personal goals and risk tolerance. Their website offers a wealth of educational resources, including videos and articles, to assist clients in making informed financial decisions.Explore more
Coordinated Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Coordinated Financial Group Org Chart

PhoneEmail
SP
United States flag for contact location.

Insurance Representative

PhoneEmail
DA
United States flag for contact location.

Field Sales Representative

PhoneEmail
DZ
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Coordinated Financial Group

Compare insights from companies similar to Coordinated Financial Group, 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

Coordinated Financial Gro...

$5.5M
11-50
Private
-
1984
SP
Shane PooleInsurance Representative
$17.7M
11-50
Private
-
2008
MM
Megan MeyerDirector, Client Engagement
<$5M
1-10
Private
-
2016
KC
Kiara CarltonAdministrative Manager
<$5M
1-10
Private
-
2007
AL
Alexander LeomporraChief Compliance Officer
<$5M
1-10
Private
-
1966
MF
Mark FriesePresident & Founder
Illustration of an envelope

Coordinated Financial Group Tech Stack

A closer look at the technologies used by Coordinated Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Coordinated Financial Group

What is Coordinated Financial Group's official website?
Coordinated Financial Group's official website is www.cfgaustin.com
What is Coordinated Financial Group's Revenue?
Coordinated Financial Group's revenue is $5.5 Million
What is Coordinated Financial Group's SIC code?
Coordinated Financial Group's SIC: 62,628
What is Coordinated Financial Group's NAICS code?
Coordinated Financial Group's NAICS: 52,523
How many employees does Coordinated Financial Group have?
Coordinated Financial Group has 11-50 employees
What industry does Coordinated Financial Group belong to?
Coordinated Financial Group is in the industry of: Finance, Securities Trading
What is Coordinated Financial Group competition?
Coordinated Financial Group top competitors include: Coho Financial Group, Cornerstone Advisors, Acacia Financial Group, Friese Financial Advocates
What technology does Coordinated Financial Group use?
Some of the popular technologies that Coordinated Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Coordinated Financial Group?
Coordinated Financial Group contact info: Phone number: (512) 346-7962 Website: www.cfgaustin.com
What does Coordinated Financial Group do?

Coordinated Financial Group is a financial advisory firm based in Austin, TX, specializing in holistic financial strategies tailored to individual and corporate clients. They focus on helping clients manage retirement and pension plans, as well as providing investment, estate, and insurance services. The firm emphasizes long-term relationships buil... t on open communication and understanding clients' personal goals and risk tolerance. Their website offers a wealth of educational resources, including videos and articles, to assist clients in making informed financial decisions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.