Craig James Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

510 Broadhollow Rd Ste 204, Melville, Ne...

Phone Number

(631) 393-2888

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
2

About Craig James Financial Services

Craig James Financial Services, LLC specializes in comprehensive financial planning, focusing on pre-retirement, retirement, estate management, and legacy planning. They offer a range of services including tax mapping, financial planning, retirement strategies, insurance, investments, and college planning. The firm is dedicated to providing personalized financial solutions tailored to the unique needs of each client, particularly those in law enforcement retirement. Their expertise as certified financial fiduciaries ensures clients receive trustworthy and strategic financial guidance.Explore more
Craig James Financial Services's Social MediaPopular SearchesCraig James Financial Services LLCCraig James FinancialCraig FerrantinoCraig J FerrantinoJ Craig Moore, Financial Services Professional wit...SIC Code 62,628NAICS Code 52,523Show more

Craig James Financial Services Org Chart

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Jenna Hudson, Chief Operating Officer at Craig James Financial Services
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Chief Operating Officer

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Chief Financial Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Craig James Financial Ser...

<$5M
1-10
Private
-
2007
Jenna Hudson, Chief Operating Officer at Craig James Financial Services
Jenna HudsonChief Operating Officer
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
2017
JM
Jeremy MellbergFinancial Advisor
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Craig James Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Craig James Financial Services Tech Stack

A closer look at the technologies used by Craig James Financial Services

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Frequently Asked Questions Regarding Craig James Financial Services

What is Craig James Financial Services's official website?
Craig James Financial Services's official website is www.craigjamesfinancial.com
What is Craig James Financial Services's Revenue?
Craig James Financial Services's revenue is <$5 Million
What is Craig James Financial Services's SIC code?
Craig James Financial Services's SIC: 62,628
What is Craig James Financial Services's NAICS code?
Craig James Financial Services's NAICS: 52,523
How many employees does Craig James Financial Services have?
Craig James Financial Services has 1-10 employees
What industry does Craig James Financial Services belong to?
Craig James Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Craig James Financial Services competition?
Craig James Financial Services top competitors include: The Asset Advisory Group, Lipscomb Investment Group, Botkin Family Wealth Management, EverGreen Capital Management
What technology does Craig James Financial Services use?
Some of the popular technologies that Craig James Financial Services uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
Who is the CFO of Craig James Financial Services?
Craig James Financial Services's CFO is Kim Sundling
How do I contact Craig James Financial Services?
Craig James Financial Services contact info: Phone number: (631) 393-2888 Website: www.craigjamesfinancial.com
What does Craig James Financial Services do?

Craig James Financial Services, LLC specializes in comprehensive financial planning, focusing on pre-retirement, retirement, estate management, and legacy planning. They offer a range of services including tax mapping, financial planning, retirement strategies, insurance, investments, and college planning. The firm is dedicated to providing persona... lized financial solutions tailored to the unique needs of each client, particularly those in law enforcement retirement. Their expertise as certified financial fiduciaries ensures clients receive trustworthy and strategic financial guidance.Read More

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

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