DeFranco Financial

Finance · West Virginia, United States · 1-10 Employees

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Overview

Headquarters

1320 National Rd, Wheeling, West Virgini...

Phone Number

(304) 242-6364

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About DeFranco Financial

DeFranco Financial is dedicated to helping individuals, businesses, and institutions navigate their financial journeys with confidence. They specialize in wealth advisory and investment services, tailoring strategies to meet the specific goals and risk tolerances of their clients. The company emphasizes a relationship-driven approach, utilizing modern tools and extensive research to optimize investment strategies. Their services include retirement planning, investment optimization, and income stream identification.Explore more
DeFranco Financial's Social MediaPopular SearchesDefranco FinancialSP Financial Strategies LLCDeFrancoFinancialDefranco Media LLCDefranco Financial LLCSIC Code 62,628NAICS Code 52,523Show more

DeFranco Financial Org Chart

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Financial Advisor & Vice President, Investmen...

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Financial Advisor & Vice President, Investmen...

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Financial Advisor & Vice President, Investmen...

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SP
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Senior Wealth Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DeFranco Financial

<$5M
1-10
Private
-
2017
DS
Derek SimpsonFinancial Advisor & Vice President, Investments
<$5M
1-10
Private
-
2014
Liza Emmet, President at Barnett Wealth Advisors
Liza EmmetPresident
<$5M
1-10
Private
-
2011
DB
Dudley BalzerWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MB
Matthew BraccianteFinancial Professional
<$5M
1-10
Private
-
2014
Mark Reichow, President & Wealth Advisor at Union Retirement Alliance
Mark ReichowPresident & Wealth Advisor
<$5M
1-10
Private
-
2011
CC
Chris CothronLpl Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

DeFranco Financial Tech Stack

A closer look at the technologies used by DeFranco Financial

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Frequently Asked Questions Regarding DeFranco Financial

What is DeFranco Financial's official website?
DeFranco Financial's official website is www.defrancofinancial.com
What is DeFranco Financial's Revenue?
DeFranco Financial's revenue is <$5 Million
What is DeFranco Financial's SIC code?
DeFranco Financial's SIC: 62,628
What is DeFranco Financial's NAICS code?
DeFranco Financial's NAICS: 52,523
How many employees does DeFranco Financial have?
DeFranco Financial has 1-10 employees
What industry does DeFranco Financial belong to?
DeFranco Financial is in the industry of: Finance, Securities Trading
What is DeFranco Financial competition?
DeFranco Financial top competitors include: Cowan Financial Services, Union Retirement Alliance, Balzer Investment Management, Barnett Wealth Advisors
What technology does DeFranco Financial use?
Some of the popular technologies that DeFranco Financial uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact DeFranco Financial?
DeFranco Financial contact info: Phone number: (304) 242-6364 Website: www.defrancofinancial.com
What does DeFranco Financial do?

DeFranco Financial is dedicated to helping individuals, businesses, and institutions navigate their financial journeys with confidence. They specialize in wealth advisory and investment services, tailoring strategies to meet the specific goals and risk tolerances of their clients. The company emphasizes a relationship-driven approach, utilizing mod... ern tools and extensive research to optimize investment strategies. Their services include retirement planning, investment optimization, and income stream identification.Read More

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

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