Dold Financial Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

1330 Win Hentschel Blvd Ste 204, West La...

Phone Number

(574) 583-9116

Revenue

<$5 Million

Industry

Finance Securities Trading

About Dold Financial Group

Dold Financial Group specializes in comprehensive financial and investment planning, focusing on helping clients clarify and prioritize their financial goals. They primarily serve employees of Purdue University, leveraging their understanding of the educational sector to provide tailored financial advice. The firm emphasizes partnership and integrity, guiding clients through challenging financial areas to achieve a meaningful Return On Life. Their approach combines teamwork, confidence, and clarity to make financial goals more attainable.Explore more
Dold Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Dold Financial Group Org Chart

PhoneEmail
MD
United States flag for contact location.

Client Services Representative

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JD
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Paraplanner

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CD
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Wealth Management Advisor

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dold Financial Group

<$5M
1-10
Private
-
-
MD
Mark DoldClient Services Representative
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

Dold Financial Group Tech Stack

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Frequently Asked Questions Regarding Dold Financial Group

What is Dold Financial Group's official website?
Dold Financial Group's official website is www.doldfinancialgroup.com
What is Dold Financial Group's Revenue?
Dold Financial Group's revenue is <$5 Million
What is Dold Financial Group's SIC code?
Dold Financial Group's SIC: 62,628
What is Dold Financial Group's NAICS code?
Dold Financial Group's NAICS: 52,523
How many employees does Dold Financial Group have?
Dold Financial Group has 1-10 employees
What industry does Dold Financial Group belong to?
Dold Financial Group is in the industry of: Finance, Securities Trading
What is Dold Financial Group competition?
Dold Financial Group top competitors include: Great Lakes Wealth Advisors, Rogers Financial Group, Triton Wealth
What technology does Dold Financial Group use?
Some of the popular technologies that Dold Financial Group uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Amazon Web Hosting
How do I contact Dold Financial Group?
Dold Financial Group contact info: Phone number: (574) 583-9116 Website: www.doldfinancialgroup.com
What does Dold Financial Group do?

Dold Financial Group specializes in comprehensive financial and investment planning, focusing on helping clients clarify and prioritize their financial goals. They primarily serve employees of Purdue University, leveraging their understanding of the educational sector to provide tailored financial advice. The firm emphasizes partnership and integri... ty, guiding clients through challenging financial areas to achieve a meaningful Return On Life. Their approach combines teamwork, confidence, and clarity to make financial goals more attainable.Read More

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

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