David Bodner

Finance · Ohio, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

7150 W Central Ave Ste 100, Toledo, Ohio...

Phone Number

(419) 887-6303

Revenue

<$5 Million

Industry

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

About David Bodner

Financial Guide is a financial services firm that specializes in retirement planning, wealth management, insurance services, and financial planning. They aim to build strong, long-lasting relationships with clients by providing customized strategies tailored to individual goals and circumstances. Their intended clients include retirees, small business owners, working professionals, and families seeking to grow and protect their wealth. The firm emphasizes collaboration with other financial professionals to ensure comprehensive support for their clients' financial well-being.Explore more
David Bodner's Social MediaPopular SearchesDavid BodnerDavid Bodner Financial Planner at Skylight Financi...DavidbodnerSIC Code 62,628NAICS Code 52,523Show more

David Bodner Org Chart

PhoneEmail
JM
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is David Bodner your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to David Bodner

Compare insights from companies similar to David Bodner, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

David Bodner

<$5M
1-10
Private
-
-
JM
Joan MitchellOffice Manager
<$5M
1-10
Private
-
-
RM
Rodd McminnWealth Management Group Representative
<$5M
1-10
Private
-
2015
TU
Taylor UrsoFinancial Advisor & Client Relationship Manager
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
-
RH
Robert HerrmannFounder & CEO
<$5M
1-10
Private
-
2006
JM
Jessica MurphyClient Relationship Manager
<$5M
1-10
Private
-
2012
SH
Shari HedgeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

David Bodner is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

David Bodner Tech Stack

A closer look at the technologies used by David Bodner

Top Finance Companies

Frequently Asked Questions Regarding David Bodner

What is David Bodner's official website?
David Bodner's official website is www.davidbodner.com
What is David Bodner's Revenue?
David Bodner's revenue is <$5 Million
What is David Bodner's SIC code?
David Bodner's SIC: 62,628
What is David Bodner's NAICS code?
David Bodner's NAICS: 52,523
How many employees does David Bodner have?
David Bodner has 1-10 employees
What industry does David Bodner belong to?
David Bodner is in the industry of: Finance, Insurance, Securities Trading
What is David Bodner competition?
David Bodner top competitors include: MassMutual, Rider + Reinke Financial Group, Jensen Anderson Wealth Management, Herrmann Financial Group
What technology does David Bodner use?
Some of the popular technologies that David Bodner uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact David Bodner?
David Bodner contact info: Phone number: (419) 887-6303 Website: www.davidbodner.com
What does David Bodner do?

Financial Guide is a financial services firm that specializes in retirement planning, wealth management, insurance services, and financial planning. They aim to build strong, long-lasting relationships with clients by providing customized strategies tailored to individual goals and circumstances. Their intended clients include retirees, small busin... ess owners, working professionals, and families seeking to grow and protect their wealth. The firm emphasizes collaboration with other financial professionals to ensure comprehensive support for their clients' financial well-being.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.