Crew Financial Collective

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

200 Plantation Chase Ste 14, Saint Simon...

Phone Number

(912) 268-2176

Revenue

<$5 Million

Industry

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

About Crew Financial Collective

Crew Financial Collective is a financial services firm that provides a disciplined investment plan to help clients achieve their financial goals and live intentionally. Their clients include medical, legal, and education professionals, successful business owners, entrepreneurs, and families, all of whom are visionaries looking to make an impact. The firm emphasizes the importance of focusing on what truly matters in life, rather than just accumulating wealth. Founded by Beverly A McBride, the company leverages a powerful network through its association with Commonwealth Financial Network to offer comprehensive financial and estate planning services.Explore more
Crew Financial Collective's Social MediaPopular SearchesCrew Financial CollectiveAddington McBride Financial AdvisorsCom CrewfinancialcollectiveSIC Code 62,628NAICS Code 52,523Show more

Crew Financial Collective Org Chart

PhoneEmail
BM
United States flag for contact location.

Principal and Founder

PhoneEmail
LS
United States flag for contact location.

Advisor Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crew Financial Collective

<$5M
1-10
Private
-
-
BM
Beverly McBridePrincipal and Founder
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.2M
11-50
Private
-
2004
MZ
Marilyn ZehntnerPresident & Chief Operating Officer, Cco
<$5M
1-10
Private
-
2012
RZ
Rockie ZeiglerCertified Financial Planner & IRS Enrolled Agent
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Crew Financial Collective Tech Stack

A closer look at the technologies used by Crew Financial Collective

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Frequently Asked Questions Regarding Crew Financial Collective

What is Crew Financial Collective's official website?
Crew Financial Collective's official website is www.welcometocrew.com
What is Crew Financial Collective's Revenue?
Crew Financial Collective's revenue is <$5 Million
What is Crew Financial Collective's SIC code?
Crew Financial Collective's SIC: 62,628
What is Crew Financial Collective's NAICS code?
Crew Financial Collective's NAICS: 52,523
How many employees does Crew Financial Collective have?
Crew Financial Collective has 1-10 employees
What industry does Crew Financial Collective belong to?
Crew Financial Collective is in the industry of: Finance, Securities Trading
What is Crew Financial Collective competition?
Crew Financial Collective top competitors include: RP Zeigler Investment Services, GCSB Investment Center, Wealth Advisory Services, Rhodes Securities
What technology does Crew Financial Collective use?
Some of the popular technologies that Crew Financial Collective uses are: GoCentral, Proofpoint, Business Wire, Google Font API
How do I contact Crew Financial Collective?
Crew Financial Collective contact info: Phone number: (912) 268-2176 Website: www.welcometocrew.com
What does Crew Financial Collective do?

Crew Financial Collective is a financial services firm that provides a disciplined investment plan to help clients achieve their financial goals and live intentionally. Their clients include medical, legal, and education professionals, successful business owners, entrepreneurs, and families, all of whom are visionaries looking to make an impact. Th... e firm emphasizes the importance of focusing on what truly matters in life, rather than just accumulating wealth. Founded by Beverly A McBride, the company leverages a powerful network through its association with Commonwealth Financial Network to offer comprehensive financial and estate planning services.Read More

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

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