Cornell Financial Group

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

3750 W Main St Ste 3F, Norman, Oklahoma,...

Phone Number

(405) 200-1368

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Cornell Financial Group

Cornell Financial Group specializes in providing tax-free wealth strategies tailored for Christian business owners. Their unique Kai-Zen Method combines financial planning with faith-aligned values, helping clients secure financial security and a lasting legacy. The company aims to educate clients on mitigating tax risks and maximizing their wealth potential through innovative financial solutions. With over 27 years of experience, they focus on long-term financial stability while enhancing clients' ability to contribute to charitable endeavors.Explore more
Cornell Financial Group's Social MediaPopular SearchesCornell Financial Group LLCCornell Financial ServicesCornell Insurancecornellfinancialgroup.comCornell Insurance AgencySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornell Financial Group

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1985
AY
Aaron YankeeFinancial Professional
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
2009
BZ
Brianna ZieglerRegistered Administrative Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2002
DA
Douglas AtkinsEagle Financial Designs Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornell Financial Group Tech Stack

A closer look at the technologies used by Cornell Financial Group

Cornell Financial Group News & Media

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Frequently Asked Questions Regarding Cornell Financial Group

What is Cornell Financial Group's official website?
Cornell Financial Group's official website is www.cornellfinancialgroup.com
What is Cornell Financial Group's Revenue?
Cornell Financial Group's revenue is <$5 Million
What is Cornell Financial Group's SIC code?
Cornell Financial Group's SIC: 62,628
What is Cornell Financial Group's NAICS code?
Cornell Financial Group's NAICS: 52,523
How many employees does Cornell Financial Group have?
Cornell Financial Group has 1-10 employees
What industry does Cornell Financial Group belong to?
Cornell Financial Group is in the industry of: Finance, Securities Trading
What is Cornell Financial Group competition?
Cornell Financial Group top competitors include: Time Financial Service, Doug Atkins Cfc, Peak Mountain Advisors, Tradewinds Wealth Management
What technology does Cornell Financial Group use?
Some of the popular technologies that Cornell Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Mailgun, GoDaddy DNS
How do I contact Cornell Financial Group?
Cornell Financial Group contact info: Phone number: (405) 200-1368 Website: www.cornellfinancialgroup.com
What does Cornell Financial Group do?

Cornell Financial Group specializes in providing tax-free wealth strategies tailored for Christian business owners. Their unique Kai-Zen Method combines financial planning with faith-aligned values, helping clients secure financial security and a lasting legacy. The company aims to educate clients on mitigating tax risks and maximizing their wealth... potential through innovative financial solutions. With over 27 years of experience, they focus on long-term financial stability while enhancing clients' ability to contribute to charitable endeavors.Read More

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

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