Covello Financial Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

214 Red River Rd, Thunder Bay, Ontario, ...

Phone Number

(807) 630-2574

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Covello Financial Group

Covello Financial Group Inc. is a comprehensive financial services provider based in Ontario, specializing in financial security planning, retirement planning, group benefit solutions, estate planning, and succession planning. The company is recognized for its commitment to service and aims to build long-term, mutually beneficial relationships with its clients. With strategic partnerships across Canada, Covello Financial Group distinguishes itself from competitors in the financial planning industry. Their target clients include individuals and businesses seeking expert guidance in managing their financial futures.Explore more
Covello Financial Group's Social MediaPopular SearchesCovello Financial GroupCovello Financial Group IncCom CovellofinancialgroupCovello Financial Group - IncSIC Code 62,628NAICS Code 52,523Show more

Covello Financial Group Org Chart

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Tracey Kerslake, Chief Operating Officer at Covello Financial Group
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Chief Operating Officer

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Group Director, Customer Service

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Covello Financial Group

<$5M
11-50
Private
-
2014
Tracey Kerslake, Chief Operating Officer at Covello Financial Group
Tracey KerslakeChief Operating Officer
<$5M
11-50
Private
-
-
CA
Collin AndriesWealth Advisor
<$5M
11-50
Private
-
2002
NS
Naresh SharmaPresident & Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
2009
RL
Renee LedwinkaExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Covello Financial Group Tech Stack

A closer look at the technologies used by Covello Financial Group

Most Recent Scoops

Open Position
Open Position
Hiring Plans
Covello Financial Group has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
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Frequently Asked Questions Regarding Covello Financial Group

What is Covello Financial Group's official website?
Covello Financial Group's official website is www.covellofinancial.com
What is Covello Financial Group's Revenue?
Covello Financial Group's revenue is <$5 Million
What is Covello Financial Group's SIC code?
Covello Financial Group's SIC: 62,628
What is Covello Financial Group's NAICS code?
Covello Financial Group's NAICS: 52,523
How many employees does Covello Financial Group have?
Covello Financial Group has 11-50 employees
What industry does Covello Financial Group belong to?
Covello Financial Group is in the industry of: Finance, Securities Trading
What is Covello Financial Group competition?
Covello Financial Group top competitors include: Truespect Wealth Management, Kudsia Leith Sanchez, Farrow Financial, Sharma Wealth Management
What technology does Covello Financial Group use?
Some of the popular technologies that Covello Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Sentry
How do I contact Covello Financial Group?
Covello Financial Group contact info: Phone number: (807) 630-2574 Website: www.covellofinancial.com
What does Covello Financial Group do?

Covello Financial Group Inc. is a comprehensive financial services provider based in Ontario, specializing in financial security planning, retirement planning, group benefit solutions, estate planning, and succession planning. The company is recognized for its commitment to service and aims to build long-term, mutually beneficial relationships with... its clients. With strategic partnerships across Canada, Covello Financial Group distinguishes itself from competitors in the financial planning industry. Their target clients include individuals and businesses seeking expert guidance in managing their financial futures.Read More

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

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