Custer Financial Advisors

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

515 Michigan St SE Ste 304, Grand Rapids...

Phone Number

(616) 748-4919

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Custer Financial Advisors

Custer Financial Advisors specializes in providing personalized financial planning services primarily for retirees, pre-retirees, and physicians. They focus on building strong relationships with clients to help navigate financial questions and strategies, including tax planning and investment advice. The firm emphasizes continuous learning through educational resources like podcasts and videos. Their goal is to create tailored financial strategies that align with clients' individual goals and reduce lifetime tax burdens.Explore more
Custer Financial Advisors's Social MediaPopular SearchesCuster Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Custer Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Custer Financial Advisors

<$5M
11-50
Private
-
-
SV
Stephanie VailAgency Manager
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Custer Financial Advisors Tech Stack

A closer look at the technologies used by Custer Financial Advisors

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Frequently Asked Questions Regarding Custer Financial Advisors

What is Custer Financial Advisors's official website?
Custer Financial Advisors's official website is www.custerfinancialadvisors.com
What is Custer Financial Advisors's Revenue?
Custer Financial Advisors's revenue is <$5 Million
What is Custer Financial Advisors's SIC code?
Custer Financial Advisors's SIC: 62,628
What is Custer Financial Advisors's NAICS code?
Custer Financial Advisors's NAICS: 52,523
How many employees does Custer Financial Advisors have?
Custer Financial Advisors has 11-50 employees
What industry does Custer Financial Advisors belong to?
Custer Financial Advisors is in the industry of: Finance, Securities Trading
What is Custer Financial Advisors competition?
Custer Financial Advisors top competitors include: Stratos Wealth Advisors, Cornerstone Wealth Management, Sterling Total Wealth Solutions, Full Circle Wealth Strategies
What technology does Custer Financial Advisors use?
Some of the popular technologies that Custer Financial Advisors uses are: NS1, Google Universal Analytics, Squarespace Online Stores, Adobe Typekit
How do I contact Custer Financial Advisors?
Custer Financial Advisors contact info: Phone number: (616) 748-4919 Website: www.custerfinancialadvisors.com
What does Custer Financial Advisors do?

Custer Financial Advisors specializes in providing personalized financial planning services primarily for retirees, pre-retirees, and physicians. They focus on building strong relationships with clients to help navigate financial questions and strategies, including tax planning and investment advice. The firm emphasizes continuous learning through... educational resources like podcasts and videos. Their goal is to create tailored financial strategies that align with clients' individual goals and reduce lifetime tax burdens.Read More

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

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