Copeland, Allen & Kramp Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

336 S Main St, Findlay, Ohio, 45840, Uni...

Phone Number

(419) 423-7829

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Copeland, Allen & Kramp Financial

Copeland Financial is a financial planning firm based in Findlay, OH, offering a range of services including retirement planning, risk management, tax planning, and charitable giving. The company is dedicated to providing trusted financial guidance and education to help clients navigate life's transitions with confidence. Their experienced team emphasizes a personalized approach, starting with a conversation to identify individual goals and create tailored financial plans. Committed to high ethical standards, Copeland Financial aims to empower clients through informed financial decision-making.Explore more
Copeland, Allen & Kramp Financial's Social MediaPopular SearchesCopeland FinancialSIC Code 62,628NAICS Code 52,523Show more

Copeland, Allen & Kramp Financial Org Chart

JC
United States flag for contact location.

Chief Executive Officer & President

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Copeland, Allen & Kramp F...

<$5M
1-10
Private
-
-
JC
Joseph CopelandCEO & President
<$5M
11-50
Private
-
2005
DJ
Dell JonesOwner and President
<$5M
11-50
Private
-
1995
EL
Erin LuttonClient Services Coordinator
<$5M
1-10
Private
-
2004
CM
Cindy MatrangaFounder & Chief Operating Officer
<$5M
11-50
Private
-
-
Daven Kirubakeren, Founder & President at Gistel Advisors
Daven KirubakerenFounder & President
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Copeland, Allen & Kramp Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Copeland, Allen & Kramp Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Copeland, Allen & Kramp Financial.

Copeland, Allen & Kramp Financial Tech Stack

A closer look at the technologies used by Copeland, Allen & Kramp Financial

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Frequently Asked Questions Regarding Copeland, Allen & Kramp Financial

What is Copeland, Allen & Kramp Financial's official website?
Copeland, Allen & Kramp Financial's official website is www.copelandfinancial.com
What is Copeland, Allen & Kramp Financial's Revenue?
Copeland, Allen & Kramp Financial's revenue is <$5 Million
What is Copeland, Allen & Kramp Financial's SIC code?
Copeland, Allen & Kramp Financial's SIC: 62,628
What is Copeland, Allen & Kramp Financial's NAICS code?
Copeland, Allen & Kramp Financial's NAICS: 52,523
How many employees does Copeland, Allen & Kramp Financial have?
Copeland, Allen & Kramp Financial has 1-10 employees
What industry does Copeland, Allen & Kramp Financial belong to?
Copeland, Allen & Kramp Financial is in the industry of: Finance, Securities Trading
What is Copeland, Allen & Kramp Financial competition?
Copeland, Allen & Kramp Financial top competitors include: Gistel Advisors, Hargrave Fiduciary Advisors, Bloom Wealth Advisors, Platinum Wealth Management
What technology does Copeland, Allen & Kramp Financial use?
Some of the popular technologies that Copeland, Allen & Kramp Financial uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Copeland, Allen & Kramp Financial?
Copeland, Allen & Kramp Financial contact info: Phone number: (419) 423-7829 Website: www.copelandfinancial.com
What does Copeland, Allen & Kramp Financial do?

Copeland Financial is a financial planning firm based in Findlay, OH, offering a range of services including retirement planning, risk management, tax planning, and charitable giving. The company is dedicated to providing trusted financial guidance and education to help clients navigate life's transitions with confidence. Their experienced team emp... hasizes a personalized approach, starting with a conversation to identify individual goals and create tailored financial plans. Committed to high ethical standards, Copeland Financial aims to empower clients through informed financial decision-making.Read More

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

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